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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

Educate Forward – 9/17/13 TOW

Posted on in Customer Service Tip of the Week Please leave a comment

When Bill brought his daughter Jenna to tumbling, it was for a make-up class. Jenna didn’t take a couple classes during the summer that they’d paid for, and Bill’s wife mentioned that there were a couple make-up classes available.

So Bill walked up to the window to ask the receptionist if Jenna could use one of her make-up classes that evening. The receptionist, Rebecca, asked if they had called or e-mailed in advance to confirm Jenna could drop-in for a class, and Bill responded “uh. . .no. . .sorry.”

This is when the customer service aspect of the experience got really, really. . .great!

This was a situation where the customer was wrong; the policy was for the customer to call ahead if he wanted to use one of the make-up classes just to ensure there was going to be space available in the class. The customer didn’t do that, but what made the service great was that Rebecca conveyed that she hoped there was space in the class. Rebecca didn’t criticize the customer for not calling ahead, but she did educate the customer forward about how he needed to do things differently in the future. She still smiled, had a positive attitude, walked out of the area to go check with the instructor to ask about availability in the class for Jenna, and came back with excitement when the answer was “Yes.”

Sometimes the customer is wrong. But that doesn’t mean our attitude needs to go negative. Sometimes we can correct the customer (“educate forward” is the term I use), and do it so professionally that the customer walks away happy.

When the customer is wrong, don’t let your attitude tumble.