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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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How to Deal with the Non-Conversational Customer – 4/24/18

Posted on April 24, 2018 in Customer Service Tip of the Week Please leave a comment


The customer would not say much. He was giving one-word answers when you’re seeking information. It was “like pulling teeth.” Maybe he was shy. Maybe he was ticked off. Maybe it’s just the way he normally speaks.

Regardless of the reason for the lack of dialogue, you need information. You have other customers to serve. You need to make the conversation work.

When you find yourself in a situation with a customer who is basically non-communicative, here are some tips to still hold an effective conversation:

  • Start by asking simple close-ended questions such as “Did you make the purchase in the store or online?” A few close-ended questions create a dialogue and add a little bit of rhythm to the conversation. The conversation starts to flow.
  • Be very appreciative of any response they give. You may reply to their brief response by saying “That helps!” or “Great!” Then go to your next question. You’re creating a positive tone instead of showing any frustration with their brevity.
  • Explain why you’re asking the questions. Oftentimes the hesitation is because they either don’t know why you need the information, or they are making negative assumptions about why you seek the information.
  • Confirm everything back to them. Because the non-conversational types usually don’t give you a lot of information up front, to ensure you understand the full picture, you often have to piece together multiple responses to your multiple questions.

 
The next time you’re in a conversation with someone who is obviously giving you very little to go on, hold back in your frustration. Taken a couple deep breaths, then get into a rhythm, be appreciative, explain why you need the information, and confirm it all back.

Learn how to deal with the non-conversational customer.

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Question without Questioning – 4/11/17

Posted on April 11, 2017 in Customer Service Tip of the Week Please leave a comment


People great at customer service typically have the skill to artfully and effectively ask questions. By asking questions, you’re showing your interest, gaining control of the conversation, and learning about the specifics of the issue or need so you can tailor your response.

In a past Tip of the Week, I noted that asking questions (done incorrectly) can make it seem like you’re interrogating the customer – firing question after question at the customer.

There’s another risk to be wary of when asking questions of the other person. It’s the risk of the customer feeling like you’re questioning them – their motives, their honesty, their integrity, their intelligence.

You can run this risk primarily based on how your questions are delivered, not necessarily due to the questions themselves. Think body language and tone.

Imagine someone asking you the following question with their arms crossed, rolling their eyes, and emphasizing ‘that’ – “Why did you do that?”

Consider an employee with their eyebrow raised and asking you “So that was an accident?” You can almost feel them making air quotes as they say the word accident.

What if the employee said to you: “So what EX-ACT-LY was the purpose of that?”

When you want to ask the right questions for the right reasons, remember there’s a right way (and a wrong way) to do so. Ensure that your body language and tone don’t keep you from delivering a great experience.

Make sure you question without questioning.

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Be Inquisitive – Don’t Interrogate – 10/18/16

Posted on October 18, 2016 in Customer Service Tip of the Week Please leave a comment


One of the greatest skills someone in customer service can develop is the ability to ask questions – the right questions in the right way at the right time for the right purpose.

Asking questions allows you to control conversations, stay productive, learn a great deal, establish rapport, make the other person feel important, and get you what you need to help the customer.

As a part of a mystery shopping engagement with a client, we have recently run into two different employee examples of asking questions.

Rita is excellent. She knows the questions she has to walk through, but prior to asking the caller the questions to uncover their true need, she stated “Is it OK if I ask you some questions? I just want to get a better idea of how we can help you.” Then she moved into her questions, occasionally doing follow-up to what the caller had said. Rita came off to the caller in a positive manner – inquisitive, caring, patient, and helpful.

Bill wasn’t so great. After hearing an opening statement from the caller, he started asking question after question, never following up to what the caller stated. Never stating “that’s helpful” or “interesting point.” The questions always followed his script, and the conversation didn’t flow. If sounded more like a tennis match with a grunt with each swing of the racket than a flowing conversation. Bill came across as impatient – like he was interrogating the caller.

It’s great to ask questions of the customer – that’s how you learn; that’s how you understand the specific situation to better provide the specific answer or solution or product. But set up the questions with a statement of what you’re about to do and why; then let the questions flow as part of the conversation.

Make this skill a true strength for you and a positive experience for your customer.

Be Inquisitive – Don’t Interrogate.

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