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See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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Lift It Up – 9/12/23

Posted on September 12, 2023 in Customer Service Tip of the Week Please leave a comment

I worked with a great client for several years who was in a leadership role in the education industry, and she was the executive champion for a culture-strengthening initiative.  We were the outside firm helping to develop the overall strategy and facilitate the teams addressing the various aspects of the culture.

She often used the phrase Lift It Up.  If there was an important topic, concern, or goal that needed to be known more broadly throughout the organization or brought to the attention of leadership, she would say that we needed to Lift It Up.  If there was a best practice being utilized in one school which could benefit many other schools, she’d say that we needed to Lift It Up.

What it Means to Lift It Up

When you’re making the effort to lift something up, you’re making something a priority.  You’re making an issue or a concern or goal or an opportunity known.  Lifting something up is a positive thing; it’s like you’re recognizing the thing or the people that made that thing work, or that needs to work better.

How to Lift

So, let’s address this from a customer service perspective in a very tangible way, particularly lifting up positives.

Who can you lift up?  You can lift up the co-worker who does something above and beyond.  You can lift up your boss when they’re exhibiting the behaviors of exceptional leadership.  Lift up your customer for bringing something to your attention, doing their part in the process, or being kind and respectful, despite the circumstances.

What can you lift up?  You can lift up best practices of the facility or on a website.  You can note some change that made life easier on staff or on those that you serve.  You lift up examples of documents or posters that remind people of the organizational values or customer service standards.  You can lift up that information received from customers, sharing how that’s helpful.

To whom can you lift it up?  Lift it up to leaders so that they’re aware of excellence on the part of your co-workers or best practices that could be used in other areas of the organization.  Lift it up to your co-workers so that they feel appreciated.  And lift it up to customers for the same reason.

To infuse positivity and best practices in your organization, Lift It Up.

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Perpetuate Positivity with the Customer – 5/9/23

Posted on May 9, 2023 in Customer Service Tip of the Week Please leave a comment

We’ve written many Tips on how to deal with various negative customer emotions.  Those emotions could reflect anger, fear of the unknown, upset, anxiety, or nervousness.  But instead of talking today about how to deal with their negative emotions, let’s talk about how to engender some positive emotions.

We want our customers to be happy.  We like when they’re content.  They’re usually more supportive and understanding, less argumentative and less questioning when they have that happiness, they have that contentment.

For Contentment, scientific studies have shown that one key to contentment is for somebody to feel fulfilled or feel at peace.  From a service standpoint, a customer has more of a feeling of fulfillment if they got their needs met, so professionally reinforce when a need was met.  They can be more at peace if they shared their concern, they enjoyed the conversation, and they know what will happen next.

For Happiness, there are strong correlations between happiness and people being pleased, filled with joy, or enthusiastic.  People who are happy tend to have been encouraged and are hopeful.  So, how do we help engender happiness?

Tell them when they do something well.  Tell them the types of positive outcomes that can happen with them, just as they have happened with other customers in similar situations.  Provide some hope of what good could transpire.  Reinforce what’s already been accomplished so that they are pleased, and give it with some positive energy to impart your enthusiasm on the customer.

When interacting with your customers, use proactive tools to impart positivity.

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They’re Stressed, So You Can… – 8/2/22

Posted on August 2, 2022 in Customer Service Tip of the Week Please leave a comment

Wow!  That customer looks stressed!  Maybe it’s their body language or their expressions; they could be fidgety or talking really fast.

In the past, when we offered guidance in these situations, we focused on how to navigate the conversation step-by-step – what points to cover and what points to avoid.

But today, let’s be a little less prescriptive and just talk about some Guiding Principles when you’re engaging the other person:

Avoid the Absolutes – Conveying empathy is important in these situations.  People seem to be less anxious when they feel like somebody is trying to understand them.  However, it’s best to avoid statements that convey that you are certain about what they’re feeling, that you are certain about their situation:  I know exactly how you feel. You are stressed. I know you’re nervous.

By using these statements, we’re making assumptions that they’re stressed about something.  Sure, they appear that way, but we don’t want to state the assumption as a fact, since we could either be wrong or they may take offense if we tell them how they feel.  Instead, use phraseology like: It seems…or I would understand if…or Situations like this can be…

Temper Your Tone – One way to bring nervousness down is to bring the volume down.  Try to speak more softly. Yes, still use a bit of inflection to show interest but not so much inflection that it brings higher energy into the conversation.  We’re trying to pull some of the energy and emotion out of the conversation.

Ease the Expressiveness – If you’re somebody who talks with their hands (like me!) or have lots of facial expressions, if you’re somebody who moves around a lot when they talk – these activities can keep the energy and the emotion in the conversation.

Slow your movements.  Have more of a neutral, yet somewhat positive facial expression.  Relax your shoulders and your arms, and provide a total focus on the other individual.

When the other person is stressed, we don’t want to do anything to create an even more stressful environment for them – or for us.

Avoid the Absolutes, Temper Your Tone, and Ease the Expressiveness.

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