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Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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How to Rise to the Occasion – 8/8/23

Posted on August 8, 2023 in Customer Service Tip of the Week Please leave a comment

In the movie Mr. Magorium’s Wonder Emporium, Mr. Magorium – played by Dustin Hoffman – tells his protégé that “Your life is an occasion.  Rise to it.”

He’s conveying a big picture life lesson – don’t let fear and apprehension keep you from living.

Rising to the occasion is also something we need to do in serving others.  Maybe it’s not as dramatic an occasion as living life to your fullest, overcoming the fears and the apprehension.  But it’s still important.  Rising to the occasion in a customer service encounter suggests that there is an occasion where the basics, the routine response, the status quo won’t suffice.

Maybe the situation doesn’t warrant the muted response, or the customer doesn’t respond to our typical approach, so we have to RISE!

How to Rise

So, how do you rise to the occasion in customer service?  It’s about ratcheting up the quality of your performance.

Can you respond more quickly, respond with more urgency on the customer’s behalf?  Take action now.  Make them a priority now.

Can you take ownership of a situation and shepherd it forward until it’s complete?  Don’t look for the handoff to others, look for the next step you can take together with them, the document you can work on together, the process you can complete together, the final step you can identify and act on together.

Can you meet their specific need with a specific solution?  Identify their issue, need, or goal.  Then put on your consulting hat and outline a specific solution to address that need.

Rising to the occasion is about the now, taking action together, and tailoring your solution to their situation.

When you are in an occasion of serving the customer, and they need expedited or extra support, tailored support, a final conclusion – Rise to the Occasion!

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Thanks for Reading – 8/1/23

Posted on August 1, 2023 in Customer Service Tip of the Week Please leave a comment

My company, Customer Service Solutions, Inc., just celebrated our 25th Anniversary!  We love the work we do for our clients, and we definitely love our clients.  We’ve developed many friendships over the years, and we’ve tried to provide consistently high quality and personal support for whatever may be their particular goals or needs or issues.

For about 24 of those 25 years, we’ve written these tips of the week.  So, thank you for being a Tip fan, and Thank You for Reading!

CSS conducts a lot of research for our clients, and among all the different types of research we provide, we’ve conducted well over 1,000 surveys.

Sometimes these are web-based surveys where – in lieu of or in addition to completing the survey – the customer or account holder will e-mail us directly, since we’re the survey administrator.

If they have a question or a need or an issue to be addressed, we always reply.  It’s amazing how many times that survey respondent replies to our reply by saying: Thanks for reading! By saying: I can’t believe somebody actually responded. By saying: Thanks for taking my issue seriously.

It’s interesting that the customer is showing appreciation just for somebody reading their message.  Just for getting a response.  Just for feeling like they are being heard.

It’s amazing how simply responding – simply allowing people to feel heard – has a tremendous impact on how the customer feels.  And as Maya Angelou once said:  People will forget what you did, but people will never forget how you made them feel.

And it makes me feel great that you all have read all these tips, and hopefully they’ve helped you a little bit over the years.

Thanks for Reading!

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Be the Good Doctor – 6/20/23

Posted on June 20, 2023 in Customer Service Tip of the Week Please leave a comment

Ginny liked the interaction with her doctor.  She enjoyed chatting with him.  Ginny was a grandma, had been dealing with doctors all her life, and some of the interactions and experiences were better than others.

Was this doctor experienced?  Yes.  Was he intelligent?  Yes.  Was he knowledgeable of what she was going through and the potential remedies?  Again, yes.

So, when Ginny talked about why she liked the doctor so much, she could have described those different attributes.  Instead, she described his openness as the reason she enjoyed him so much.  He was as willing to convey what he didn’t yet know as well as what he did know.  He was willing to ask questions to learn more.  He was willing to listen to what Ginny said.

Your customers are often in a similar situation to Ginny when they’re dealing with you.  You are like the doctor.  Compared to the customer, you’re far more knowledgeable about issues, symptoms of problems, remedies.  You’re much more knowledgeable about the options and the pros and cons of each.  You have a lot more experience in dealing with particular situations, as well.

But oftentimes when customers appreciate you, only part of the appreciation results from the quality of the information and guidance you provide.  The rest of what may cause them to appreciate you is how open you are to ask questions, how open you are to admit what you don’t know and what additional information you need.  They may appreciate you because of your willingness to listen and be patient with them, even though you’re 95% certain that you know the best course of action in their situation.

The next time you’re working with a customer and trying to determine the best way to address their issue or goal, convey the openness of Ginny’s physician.

Be the Good Doctor.

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