purpose | Customer Service Solutions, Inc.

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

2017 Holiday Poem – 12/26/17

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


It’s the end of the year and the middle of a season.
It’s the time with family, to live life with a reason.
It’s about who we are and who we do for.
It’s about to begin a new year full of more.

More time and more days and more chances to grow.
2018 will give more opportunities to show
All that we are and all that we have
Can be used to do things that are of good and not bad.

We all have talents, treasures, and gifts to share
Lose humility for a second to admit our gifts are beyond compare.
Compared to some we have little, but compared to most we have lots.
Just ignore what we don’t have to focus on what we’ve got.

May you enjoy the new year and the blessings that it brings
And I’m not talking presents, possessions and things.
Enjoy time with others, use your gifts to do good
And take joy in the simple things like we all know we should.

Happy Holidays!

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Turn it Off – 12/27/16

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Prior to starting Customer Service Solutions, Inc., I worked as an internal consultant in a large urban hospital. To help the leadership quickly gauge overall performance of individual departments and create a focus on key metrics for individual department heads, my team was charged with creating “Excellence Reports.” These were brief reports which highlighted the 1-3 most important metrics for each department.

For the first 12-18 months, my team compiled the metrics and created reports, and the reports fostered great dialogue with department heads about how to use the information, the causes of downward trends, and how to best share the information.

Then for about a 2-month stretch, it was crickets. I received no questions or feedback from any department heads. So I went to my COO, told him the situation, and asked what he’d suggest. I thought he’d recommend creative ways to re-engage the managers, to reconfigure the reports, or to adjust my communications.

Instead, the COO said “Turn it off.”

“What?”, I replied. He said “Turn it off. If they start calling and asking where the Excellence Reports are and are wanting the data, then you can inquire about how it’s being used, it’s value, etc.”

So I turned them off. One month passed – no contact from managers. Two months passed – no contact from managers. The crickets continued.

Sometimes we start something in work that has great purpose and value, but if we’ve been holding that meeting, sending that memo, creating that report for years, at some point we have to question if it’s still of value to others, if it’s still worth my time to produce, if it really helps me to better serve my customers.

If not, then consider turning it off. It could save everyone time and release at least one of the many things you’re responsible for in the new year.

Once in a while consider turning it off.

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Elaine had an Eye for Customer Service – 3/29/16 TOW

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I don’t know if she realized it, but Elaine was great! The Optometrist Assistant went to the waiting room to call on Rodney, and she smiled as she said his full name. She introduced herself and asked him to follow her to the exam room.

As they entered she said – You get the BIG chair!

She asked about Rodney’s weekend and shared a little about hers as well when he asked. She told Rodney what she was about to do and why – whether it was checking vision or putting drops in his eyes.

They discussed the doctor he had met with months earlier when he was having an issue with floaters, and she raved about the doctor – “a special person…84 years old – been here his entire career…very thorough.”

When she was done with the diagnostics and drops, she conveyed a sense of urgency (but not anxiety) on Rodney’s behalf by pleasantly saying “let me get Dr. Smith in here for you.”

These are snippets from the conversation between Elaine and Rodney, but they illustrate so much that’s great in customer service:

  • Share your name and use their name – This personalizes the conversation
  • Be inquisitive – This conveys your interest and shows you care
  • Build up co-workers in front of customers – This adds credibility to the co-worker and the organization
  • Describe next steps – This reduces worry by making the unknown known
  • Explain “the Why behind the What” – This enables the customer (or patient!) to feel more comfortable with what’s being done; it helps with their buy-in and support.

 
Sometimes little things mean a lot. Learn from this little interaction about how a great customer experience can look.

Develop an eye for great customer service.

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