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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

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

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Refine Your Decision-making Process – 11/26/24

Posted on November 26, 2024 in Customer Service Tip of the Week Please leave a comment

Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making process…

To choose, it is necessary to know.  Herman Finer

Strive to find information that will guide you in your decision-making.  Investigate and inquire enough to choose the right course of action.

The understanding that underlies the right decision grows out of the clash and conflict of opinions and out of the serious consideration of competing alternatives.  Peter Drucker

To make the best decisions, seek out people who have different perspectives from you.  Gather their input on the issue or the solution in order to identify the best response and to build your confidence.

When it is not necessary to make a decision, it is necessary not to make a decision.  Lord Falkland’s Rule

Do you have to make a decision right now?  If not, don’t feel obligated to make a decision on the spot.  Buy yourself some time to seek the input of others and build your comfort level with what to do in a particular situation.

People whose lives are affected by a decision must be part of the process of arriving at that decision.  John Naisbitt

Think about who could be affected by your decision.  Maybe this includes the customers themselves. Understand the downstream effects of what you are about to decide, and wherever possible, allow stakeholders to weigh-in and help create their buy-in.

When making decisions, seek information, seek the wisdom of others, know whether the decisioning timeline is urgent, and tap into the voice of those potentially affected by the outcomes.

Refine Your Decision-making Process.

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Have a Game Plan to Address Their Anxiety – 10/8/24

Posted on October 8, 2024 in Customer Service Tip of the Week Please leave a comment

It seems like we all get deliveries – whether it is UPS, USPS, FedEx, Amazon, the local courier, or all the above.  We order.  They deliver.  Or do they?

It’s times like these, when we’re expecting that package, that item that we’re looking forward to or need urgently or are just expecting, and it does not show on the doorstep.  We don’t get the confirmation e-mail.  We were told it’s coming and should have been delivered, but now we’re not so sure.

This is something that happens literally thousands of times a day.  And often, the customer’s response to the lack of delivery is to call.  They’re nervous about a delayed package.

So, how do you deal with those nerves, that customer anxiety?

Customers often mirror what they see or hear from the employee, so if you’re calm, there’s a better chance that they will be, too.  If your voice is quieter, if you speak more slowly, if you’re clear, there’s a chance they may respond in kind.

If you explain the tracking process and the reason for the delay (if known and appropriate), they understand why the delay is occurring and what is happening – facts/information help to combat anxiety.

When you provide a new expected delivery day or time and how this process will be handled, if you offer to check back with them to confirm receipt of the item being delivered, they will be able to envision a more positive outcome.  And the customer may feel reassured and appreciative of the expected follow-up.

When you get a call from a customer whose expectation wasn’t met, meet them with calmness, explain the situation with facts, let them know the upcoming process, and offer proactive follow-up.

Have a game plan to address their anxiety.

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Notice the Little Changes – 9/24/24

Posted on September 24, 2024 in Customer Service Tip of the Week Please leave a comment

“My, how times have changed.”

Yes, times have changed.  As a matter of fact, one of the biggest reasons why an organization’s customer service deteriorates is that times have changed…customers have changed…and the company has not…

If we think about customer service delivery today v. decades ago, changes in technology alone have affected consumer expectations, methods of communications, level of engagement or interest, and the effort customers have to put in to gather information.

What’s Changed in the Past Year?

But let’s look in a shorter window than “decades.”  Let’s think about the last 12 months.  If part of delivering great customer service is to continuously try to improve, here’s a quick question to ask yourself to identify improvement opportunities: What about your customers has changed in the last 12 months?

Really dive into this question.  Has your mix of customers changed, by age, by some other demographic, by preferred communication method, by first-time customers v. long-term customers, by the attributes they expect to get out of the actual product or service you’re providing?

Has their satisfaction level with your organization gone up or down in the last 12 months?  Have competitors become stronger or weaker in your customer’s eyes in the last 12 months?  Are customers more likely to seek an answer via AI before giving you a call?

Improve Based on Changes You’ve Identified

Based on your answers to these questions, see what unique opportunities you can uncover…

If your customer base becomes older – with a higher percentage aged 60+ – have you adjusted your approach to callers or walk-ins?

If your customers are more focused on the experience they receive, not just the product or service itself, have you modified how you greet them on the phone or in-person, how quickly you respond to them, how intuitive your mobile app is, how self-evident it is to navigate your facility, and how you gauge your own performance?

If your customers are using AI before they contact you, how proficient are you with AI?  If they are getting their basic questions answered before calling using AI, have you prepared to deal with more educated customers, more complex questions and scenarios than you were a year ago?

Sit back for a few minutes, and think about what is different from a year ago, particularly with your customers. Use this information to improve.

My, how times have changed.

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