phrases | Customer Service Solutions, Inc. - Page 5

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

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Share the Why to Value the Customer – 7/25/23

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

We encourage our clients to explain “The Why behind the What” to the customer.  Usually we suggest that staff explain Why so that the customer understands the reason for a change or can buy-in to a particular solution.

However, explaining the Why is also effective when you’re doing some very routine things for the customer.  When you explain Why you’re doing the task, the customer understands the benefit to them.  It makes them feel valued.  It often makes them feel important.

I’ll walk you through this document, so you’re clear on the main takeaways and are comfortable with the next steps.

To keep you informed, I’ll send you an e-mail on Friday with an update.

To protect the carpet and floors in your home, I’ll be wearing covers on my shoes.

I’ll share a copy of the contract using an encrypted document to protect your privacy.

I’m providing you this 1-page map of the event site so you can quickly get to the activities of most interest.

I’ll give you my cell phone number so you can easily get in touch with me if you have any questions or if other needs arise.

If you just take the action noted in the 6 statements above, then:  You share a document, you send them an e-mail, you wear shoe covers, you send the contract, you give them a 1-pager, you give them a phone number.

However, if you explain Why and focus on the benefit to the customer, then: They feel comfortable with next steps, they’re kept informed, their carpet and floors are protected, you’ve protected their privacy, they save time getting to the activities of most interest to them, and they can easily get in touch with you as needs arise.

Even when you’re doing the routine, try to describe it to the customer.  State what you’re doing, but also share Why to help them feel important and valued, to ensure they understand the benefits of what you do for them.

Share the WHY to Value the Customer.

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A Great 2-Minute E-mail – 8/23/22

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

I know.  You probably get e-mails all the time from customers griping about some aspect of your organization or their experience.  You’ve got too much to do and too little time to do it.  I could not begin to tell you how many times I’ve been told by staff and managers in Service Excellence Training that they just have too many emails and voicemails to respond to customers.

That may be the case, and maybe the root cause of all those messages is a bad experience, understaffing, or poor processes and communications.  So, there is a need to get at the root causes to drive down those large numbers of unwanted customer complaints.

But it doesn’t take 30 minutes to send a good e-mail.  It doesn’t even take 10 minutes to craft the perfect response.  In most cases, you can easily create a great e-mail in less than 2 minutes.

The client had been coming to the venue for events for years, and something had changed. Certain gates were closed that had once been open.  Handicap access was different than it had been in the past.  They were a long-time customer, and this change was a frustration.  Here’s the employee’s response:

Hi John,

Thank you for your feedback, and I’m sorry about the difficulties accessing the venue.  I will make note of your concern and see if we can come up with a solution.  

For some background as to why we changed from Gate B to Gate C for the event, our Gate C is closest to the wheelchair ramp.  We wanted to make sure folks have the easiest access to the ramp.  I’m sorry we didn’t communicate about the change well-enough prior to the event.  I’ll follow-up with you prior to the next event with an update.

Thank you again,

Mary

There’s personalization, empathy, apology, commitment to action, explaining why without making excuses, taking ownership, and closing with appreciation and personalization – all in about 100 words…and under 2 minutes.  This is far better than no response, and far better than most e-mails consumers receive these days.

The next time you feel you have too much going on to respond to e-mails, do what’s right and help the customer feel valued.  Try to be great…in under 2 minutes.

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When They Want to Talk to Your Boss – 8/16/22

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“I want to talk to your supervisor.”

That’s their opening salvo.  Before you can hardly finish your greeting, the customer is asking for your boss.  This is done by a customer who has tried to get an issue resolved, and it hasn’t worked, so they want to go to somebody with more authority.  Also, some customers just immediately go to the supervisor and don’t even give the employee the chance to address the need.

Why Pause before You Transfer

Before you do the immediate handoff, we suggest that you go through a couple quick steps.  Why?  Because you may be able to help this person.  You could save the customer time by them not having to leave a voicemail for someone who is unavailable at that moment.  You could save them the hassle of being transferred or having to talk to multiple additional people.  And you could save your co-workers the time of having to deal with something that may be unnecessary to run by them, particularly if there’s little information shared on the situation.

What Process to Use

Here’s how to handle these situations:

  • Assure the customer that you want to help and you can help, whether that help means getting them to the supervisor or the person over that particular area. Let them know that you’re wanting to help, and you’re happy to set up that conversation.
  • Clarify the situation. Ask them: Just to make sure I understand the situation… or To make sure I send you to the right person… or To ensure you get your need addressed in the best way possible…  Then ask for a few details.  By clarifying the situation, you’re determining if you can help, you’re confirming to whom to send the customer, and you’re enabling yourself to provide background information to the supervisor.
  • Offer to address the need yourself, if possible. This could result in your actually fixing the issue or providing the information.  It could involve your acting on their behalf to engage the supervisor and get back to the customer.
  • Take the Next Step. This is when you let them know what you’re about to do next and when you’re going to do it, whether it is resolving the issue, operating on their behalf, or going ahead and connecting them with the person to best meet their needs.

 
When they want to talk to your supervisor, Assure, Clarify, Offer, and Take the Next Step to make sure that issues get addressed in the best manner possible for the customer, the co-worker, and the company.

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