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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

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

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There’s Positivity in Patience – 5/28/24

Posted on May 28, 2024 in Customer Service Tip of the Week Please leave a comment

The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting took a little while longer than normal, but all the paperwork was completed right the first time, and the customer walked away feeling comfortable with what they did and confident in the company.

The nurse dispenses meds to many patients every day, and she always puts the pills in a little cup for the patients to take; but one patient is much more receptive to taking the meds if they’re put in a spoon.  So, the nurse makes sure that, for that one patient, there’s a spoon available.  It takes a few extra seconds to get the spoon, but the patient is less hesitant to take the medication, and the encounter is much more pleasant.

The high school central office staff person is answering call after call. The questions are usually pretty simple, or she quickly identifies where to route the call.  Despite the many calls she gets, with each one, she slowly and pleasantly introduces herself, notes the area she’s located, and makes a warm greeting to the caller.

Each employee is being patient.  Each has a task to do, and they could spend less time doing it in the moment, but the experience would not be as good from the customer’s perspective.  The perception of the employee would not be as positive.  And the total time required to handle those encounters, could easily be longer if the employee was not so patient.

For example, maybe the financial services person would need a second meeting because the customer didn’t feel comfortable with how the Q&A was going.  Maybe the nurse would have a longer and more challenging conversation with the patient, trying to get her to take the meds out of a cup.  Maybe that caller into the central office gets transferred incorrectly, and it wastes a co-worker’s time because the central office staff person was trying to move the call along too quickly.

Rarely does patience hurt the customer experience in the short-term, and it will infrequently take up excessive company resources in the long-term.

Convey a little extra patience to create a little more positivity.

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The Miracle of an Apology – 3/19/24

Posted on March 19, 2024 in Customer Service Tip of the Week Please leave a comment

Unfortunate but true story…

The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about to (or not about to happen), and to see what the customer wanted to do.  The only options were to wait for the late shipment or to cancel the order.

The manager was livid.  His employee had put the sale at risk by telling the customer about the impending delay and letting the customer know they could cancel.

The next day, the manager called the employee, was contrite, apologized profusely, and asked the employee to come back to work.

This employee was one of the best in the office.  She was being proactive with the customer.  She had the customer’s best interests at heart, and she was trying to provide good customer service.

The manager was so focused on the potential lost transaction that he didn’t recognize everything that his team member was doing, and why she was doing it.  He was so focused on that potential lost transaction, that he didn’t consider the magnitude of the loss of one of his best employees, the potential loss of her clients, the loss of trust and credibility with those employees who remained.

Fortunately for the manager, the apology worked.  It was basically a miracle that he could be so knee-jerk in the reaction one day, and the next day have the employee accept the apology and say she would return to work.

There are mistakes, and then there are MISTAKES.  And many of these mistakes are with our team members, our co-workers – not just with our clients.  Often, the best way to address the mistakes is to quickly and sincerely apologize.

To apologize is to humble one’s self.  The humility of an apology can sometimes work miracles.

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De-escalating Conflict in Customer Service – 4/25/23

Posted on April 25, 2023 in Customer Service Tip of the Week Please leave a comment

Conflict can be very healthy and productive.  You and your customer are taking different perspectives, but if you have the same goal and you focus on what you’re trying to accomplish, the different perspectives may lead to an interesting approach or a mutually-beneficial solution.

If the decision was up to us, we might have one solution.  If the decision was up to the customer, they might have a second solution – and neither solution may work for the other.  But maybe there’s a 3rd or 4th or 5th solution – some of which may be workable for both.  Those solutions are determined through Healthy Conflict – leveraging the different perspectives and opinions to get to collective solutions.

Perspectives v. Positions

Where differences exist, conflict is often uncomfortable.  Unfortunately, when people have different perspectives, they can turn into different positions.  And when we start focusing on our position, that’s when our negative passions can rise, and the conversation can become personal.  It can overshadow the main issue or what potential solutions may exist for the situation.

Healthy Conflict v. Combat

So here are some ways to de-escalate conflict so it doesn’t become combat:

Avoid You: Focus on the specific issue, trying to talk less about the people involved and talk more about the process, the policy, the product, the facility.  Avoid the use of the word You to avoid making things personal, and try not to take comments too personally.

Set the Goal: Identify a common goal – even if it’s somewhat general.  It’s easier to determine a common solution if you focus on what you’re trying to accomplish in the end.

Be Self-aware: Be cognizant of tone and body language as you’re sharing the words, as these affect the emotions as much or more than what is actually being said.

Empathize: Get on the same side of the table with them, even literally at times.  Provide empathy, conveying some understanding of their perspective, asking questions and listening rather than interrupting or talking over the other person.

As we’ve often said, it’s much easier and quicker to deal with issues if negative emotion is not involved.

Deescalate conflict in customer service.

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