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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

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Signs of Service Recovery Situations – 1/18/22

Posted on January 18, 2022 in Customer Service Tip of the Week Please leave a comment

As we continue the slow trend of more and more customer interactions becoming in-person again, we need to remember those signs that we’re about to enter one of THOSE conversations.  It can typically take only 5-10 seconds to realize this is going to be a high-risk situation with the customer – where they’re coming in irate, upset, or complaining.

In that short moment-of-truth, your response can trigger their emotion, even if they’re not yet there.  So it’s important to be aware of potential signs of trouble:

  • They have been waiting a long time.
  • They’re looking at their watch.
  • They mention a previous conversation about an issue or unresolved need.
  • They’re LOUD!
  • They say “I expect…”
  • They state that they’ve been directed to several other employees or departments before you.
  • They use (and often emphasize) words like: problem, issue, mad, upset, angry.

 
It’s at times like these – situations like described above – that our service recovery senses and skills need to kick in.  We need to make sure we’re not making the situation worse with our original response and that we’re immediately focused on listening, empathy, and self-awareness of our body language at that moment-of-truth.

Identify the signs of a need for service recovery.

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Customer Service Experts have a Presence – 7/20/21

Posted on July 20, 2021 in Customer Service Tip of the Week Please leave a comment

Standouts in the sports, entertainment, business, and political fields are sometimes said to have “an air about them.”  Unfortunately, that definition of air sometimes is perceived as an air of superiority or an air of condescension or something that doesn’t always have the most positive connotations.

Well, the greats in customer service have more of a presence than an air, and that presence is a presence of mind.  It’s a phrase we don’t hear as much about as we used to, but it’s all about being in-the-moment.  It is being able – based on the unique circumstances of this specific situation at this point in time – to know what to say or not to say.  It’s about knowing what to do or not to do. It’s about thinking of alternatives and options and resources, all while maintaining your emotions and helping to manage the customer’s emotions.

This is one of the most difficult things to do in customer service.  It’s being able to be agile in your approach at any given instance based on the situation.

Some people are really good at customer service, but if the circumstances go off script or require thinking out of the box, the conversation can go awry.  Maybe they have difficulty with the emotions or are hesitant to or unable to come up with the alternatives.

If you want to be GREAT at customer service, know your resources.  Know your co-workers.  Know your policies and procedures.  Know the alternatives and the options and the next steps you can share.  And above all, know your customers.  Ask enough questions so that you can head them in the direction that’s going to work for their unique instance.

To be great, cultivate your presence of mind by building your knowledge, adding to your service recovery toolkit, and practicing for the most difficult of situations so that those that are routinely tough are easier for you to navigate.

Cultivate your customer service presence of mind.

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A Wait is a Moment of Truth – 4/27/21

Posted on April 27, 2021 in Customer Service Tip of the Week Please leave a comment

Moments of Truth in customer service can be conversations with a customer about some complaint that they have, they can be interactions when they’re buying something in the drive-thru of a fast food restaurant, they can be questions about an order that the customer calls in to the company, or they can be brief interactions in an emergency room or in the lobby of a government building.

During these interactions, there are often waits. At the fast food restaurant, the employee at the window is waiting for the food to be prepared. In the E.R., the employee waits for the room to be cleaned for the next patient.  When the customer calls about an order, there could be wait time while the employee researches the order and the customer’s question.

During these Moments of Truth, the employees are often waiting or doing an activity while the customer is present.  Yet, too many employees only communicate with the customer when the employee needs or conveys information. The employee doesn’t realize the importance of keeping the communication going during the rest of the Moment of Truth.

We need to view these periods of silence as opportunities to build rapport, as opportunities to improve the customer experience.  While research is being done or the wait is underway, we can simply say nothing and create a cold, impersonal experience for the customer – where inactivity can create customer doubt, frustration, or questions.

Or we could engage the customer.  We could talk to the customer about their situation, describe what is being done during the wait, educate them on some aspect of the product/service/facility/website, or note what activities may follow.  We could use these times of waiting and research as times to build rapport and relationship.

The next time you’re with the customer and the customer is waiting, keep the communication going.  Turn wait times into part of a positive customer experience.

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