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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

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

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View Quality through the Customer’s Eyes – 10/14/25

Posted on October 14, 2025 in Customer Service Tip of the Week Please leave a comment

Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the issue was located.  So, she scheduled an appointment.

When the technician came to her house, he ran a camera down the pipes.  He told Geri that – according to the equipment – he thought he saw a crack in the pipe 77 feet from the house. The technician paced off 77 feet and ended up in the middle of Geri’s driveway. The tech said:  This is where I think the roots are getting into the pipe and causing the backup.  Since it’s in the middle of your driveway, we’ll need to bring out some equipment and dig up the concrete to get below the driveway and replace the pipe.

Geri was disappointed that the issue was under her driveway.  She asked a simple question that all customers would probably ask in this situation: Are you sure this is where it is?

The tech proudly replied: I have a 95% accuracy rate for knowing where the issue is located.

At that point, Geri remembered that the tech said he thought he saw a crack.  He said I think the roots are getting into the pipe.  And then she thought 95% accuracy means 5% inaccuracy – a 5% chance he could be digging out her driveway, and the issue isn’t really there.

A Second Opinion

It turns out that the issue was not where the tech thought it was.  A second company came out and found the issue about 25 feet from the house about a foot below the surface of her lawn.  This resulted in a less costly solution, and it was a matter of digging a hole and replacing a piece of the pipe rather than digging up the driveway and having to repour part of the concrete.

Quality means different things to different people, so we need to define quality through the customer’s eyes.  And oftentimes that customer is not focused on the percentage of times that things go right; rather they’re concerned with the possibility that he or she is part of the percentage of times when things go wrong.

View quality through the customer’s eyes.  It makes you more empathetic, and it helps you convey a solution that better meets the customer’s needs.

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Don’t Turn the Customer into the QA Department – 6/10/25

Posted on June 10, 2025 in Customer Service Tip of the Week Please leave a comment

Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account.

She noticed that the effective date was listed on 2 different pages, and the dates were different.  On page 2, it was noted that no deposit was required, but on the page asking for a credit card or bank number, it had a deposit figure listed.  The location to send any correspondence to was listed, but she was aware that the company had moved its offices two weeks ago to a different location.  However, “the straw that broke the camel’s back” was that her name was spelled wrong in the form.

Roberta thought that she still wanted to go with this company, but she lost some confidence.  She began to question whether a company that was this sloppy in signing up a new client would be just as sloppy in other aspects of the experience.

Luckily for Roberta, she caught all the issues before she signed anything.  Unfortunately for Roberta, the company had turned her into their quality assurance department.  They hadn’t taken appropriate efforts to ensure that what she was being provided was complete, accurate, and consistent with what she was told, so now she doesn’t trust the company.

When a company and its employees don’t take the time to thoroughly review information before it’s provided to the customer, when they haven’t thought through the content from the customer’s perspective before sending it, then they are putting the responsibility on the customer to identify issues, to initiate a corrective action process, and to proof updated forms.

Thoroughly review information before sharing it with the customer so that the company doesn’t lose credibility.  Find ways to make your information, your requests, and your advice clear and high quality.

Don’t turn the customer into the QA Department.

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