retention | Customer Service Solutions, Inc. - Page 7

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

Increase Research for Improved Customer Relations During COVID-19

Posted on in Business Advice Please leave a comment

What makes a relationship? Many actions can make or break a relationship, but all solid relationships require at least two things: Communication and Caring. And customer relationships are no different in this respect.

No Communication = No Connection

If we don’t have some frequency of dialogue with the customer, then we not only are not top-of-mind, but we’re not even “bottom-of-mind.” We are not in the mind. They don’t think of us, they don’t consider us because the relationship has gone stale.

Now caring is in the eye of the beholder. How one person defines whether they are cared for by the other may differ from individual to individual. But if we put things in the context of the customer relationship, there are some more consistent realities. Communicating with the customer just to sell isn’t relationship-building. A lack of communication isn’t relationship-building.

What Caring for the Customer Requires

Caring requires that people feel like they’re viewed as an individual – that we value them. It requires that we usually listen more than talk. It means that we try to understand their issues, needs, and goals, and – if they want more than the listening ear – we address those issues, needs, and goals.

So much of what I just described suggests that we can – and MUST – improve customer relations through research, and CSS is conducting a great deal of research in this COVID-19 environment because our clients understand this truth.

Customer research done correctly involves a company asking a customer a question. It involves the company seeking information from the customer, ultimately for the customer. Sometimes, well-designed research instruments convey caring for the customer and valuing of the customer just by how the tools are worded and what questions are asked.

Design with the Customer in Mind

What do you need to know about the customer to help them? What do you need to learn about them to best serve them? How do you identify their priorities, their issues, their concerns, their perceptions, their preferences? And how do you construct these questions in such a way that you convey that you care? We’re talking about research, and we’re not necessarily saying it’s purely web-based surveys. This can include one-on-one interviews, phone follow-up from account representatives, or check-in calls from staff. This could include informal e-mail requests, or it could include facilitated ZOOM focus groups.

Whatever it is, do enough of it to know enough about as many of your customers as possible to help them. If you professionally design with the conveying that you care in mind, you will improve customer relations.


A Hair-Cut Above…and Below – 2/11/20

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

After going to the same barber for more than a decade, I decided to leave.  The customer experience went down, and the price went up.  For my last several visits, I was the one who was driving the conversations – when I could get a word in edgewise between my barber’s preferred banter with his co-workers.  The cuts were becoming less consistent, and his price kept inching up; the last price increase was just for his customers – they weren’t changing the posted pricing or the pricing of the other hair stylists, so that was equally confusing and troubling.

So it’s the 21st Century, right?  Therefore, I decided to try one of the more modern shops where you sign-in online.  Four times I went to the new shop, I had 4 different stylists with 4 different approaches to how to cut the hair.  The experience (other than signing in the same way, going to the same facility, and paying the same way) was different each time.  Each stylist had their own style of engagement (or lack of engagement), and the inconsistency in quality and connection was too much.  I decided to leave.

Enter Shop #3.  On my first visit, they asked me questions about my style preferences and about me in general; they took some notes, described the process of working with them, and did what they said they’d do.  The stylist had a great attitude, and overall it was a good experience.

I went back a second time; the notes from the first cut were there – the stylist confirmed the information, and I had an equally good experience and a very similar approach to the cut.

There are several little nuggets to mine from this story.  Here are just a few…

Don’t drop the quality and hike the price.  Inconsistency leads to customer loss.  The process can be the same, but the experience can be totally different.  Make the customer feel more important than your co-worker.  Don’t make your customer drive the conversation.  If the customer tells you something, don’t make them repeat it next time – just confirm whether the circumstances are the same.

Make sure your customer experience is consistently a cut-above!

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Should you tell the customer? The Employee’s Dilemma – 4/30/19

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


Last week we looked at the dilemma that many companies face – When there is an issue that is going to happen, should they tell the customer? This week, let’s address that same question from the employee’s perspective.

I personally experience employees struggling with this question when I’m in the role of the consumer. I’m talking to the customer service representative, and they’re saying they can take care of something, but they’re not telling me how long it will take. They are talking to me about some additional options, but they are not letting me know how much they’ll cost. Sometimes it’s not even during a conversation when I experience this as a consumer. I go to a website I utilize often, and it has unexpectedly changed dramatically. I call to talk to my customer service representative, and they’ve left the company.

There was no communication about how long the process would take or the cost of the additional options. There was no advance notice that the website was changing or that my account representative was leaving.

This lack of communication could be caused by the employee not wanting to bring up an issue that may make the customer upset or result in a longer call. The employee may try to avoid conflict, or they may be evaluated on how long they spend on the phone. Maybe they don’t notify the customer of the new website or the exiting account representative because they themselves weren’t aware, or maybe they were aware but don’t think ahead and view situations through the eyes of the customer.

The reasons are varied, and while some of those reasons are not controllable by the employee, some are controllable. The employee can choose to talk about process steps and timing, or not. They could address the pricing of the different options, or not. They could give the customer a “head’s up” on the new web design or the fact that the account representative will be leaving, or not.

When deciding whether to be proactive and tell the customer about the issue or the change about to happen, start with this core question – What’s in the best interest of the customer?

It’s hard to fail in your role as someone seeking to serve and retain the customer by doing what’s in their best interest. Communicating the unwelcome news may be the tougher decision, but it’s usually the right decision.

Communicate in a way that addresses the best interest of your customer.

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