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Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

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


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 Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

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When You Know More Than They Do – 7/19/22

Posted on July 19, 2022 in Customer Service Tip of the Week Please leave a comment

It was 95 degrees outside.  That’s not too bad when you’re inside and enjoying the air conditioning; but when Rachel’s A/C went out, in came Rachel’s worry.  Luckily, she knew the company to call, and a technician from Acme HVAC (fake name, real company) came out the next morning.

Rachel is not a heating, ventilation, nor air conditioning expert, but she likes to understand the problem before deciding how to get things fixed.

The visit went well, and later that day, Rachel responded to a follow-up e-mail from the home office of Acme HVAC with a positive reply.  She was very happy with the technician.  The tech was an expert in his work and excellent in his communications with Rachel, and there were 3 lessons learned for all of us when we’re in a situation like this – where you know lots more than the customer:

  • Pack Your Patience – Providing short answers to broad customer questions – so you can shorten the conversation – can lead to a customer’s lack of clarity or understanding. The customer doesn’t have your level of knowledge, so if they’re inquisitive, it’s because they want to talk, they want to learn, they want to make an informed decision.  Be patient from the start.
  • Explain in Bite-sized Chunks – Explaining something new to a customer verbally can be difficult for them to clearly comprehend, especially if you’re discussing a process. Most people cannot absorb and understand a series of steps or interrelated topics if you give them everything at once.  Give them Step 1, verify they understand, then go to Step 2.
  • Allow/Encourage Questions – Learning is made easier if the teacher is encouraging conversation. Ask if they have any questions.  Note how you’re happy to answer any questions.  Offer the types of questions that people in similar situations often ask.  Convey a willingness to help them learn.

 
When you know more than the customer, Pack Your Patience, Explain in Bite-sized Chunks, and Allow/encourage questions.

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Investigate for FACTS – 7/12/22

Posted on July 12, 2022 in Customer Service Tip of the Week Please leave a comment

Sometimes the issues that we deal with don’t have an immediate resolution.  There’s unknown information and conflicting stories.  Many individuals are involved, or possibly whoever is involved is not available.  You have to investigate.

For situations where you have to be clear on what occurred, make sure you’re gathering all the pertinent information.  Here’s a quick acronym to help guide your research into the issue – Get the FACTS:

  • Financial Information – The emotions from the customers can often relate to their bottom line; what is coming out of their pocket or already has been taken out? Likewise, the company often uses financial criteria when deciding how to deal with situations.  Make sure you clearly understand what’s going on from a financial angle in the situation.
  • Actions Taken or Untaken – Determine what has been done, or potentially what should have been done but didn’t occur. Knowing what work has been accomplished or what forms were completed helps to understand the situation better.
  • Content of Communications – Understand what the customer communicated to the company, and likewise what employees in the company communicated back. This goes to completeness of information, clarity of communications – and it affects expectations from both parties.
  • Tone of Communications – When emotions are involved, it’s not just because it’s dealing with people’s pocketbooks or because of the particulars of the situation, it’s also because of HOW things are communicated. Try to uncover whether and how tone played a part in this situation.
  • Sequencing – Finally, if things don’t make sense when you’re digging for facts, it may be because there’s not clarity about what happened first, then second, then third. Knowing the timing of the process that has led you to this point will let you know where miscommunications or miscues occurred, where feelings were hurt, and where expectations were set and not met.

 
When you have to investigate an issue, first uncover the FACTS.

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Become a Great Teacher – 7/5/22

Posted on July 5, 2022 in Customer Service Tip of the Week Please leave a comment

Are you one of those people who really liked school?  School is always made more enjoyable by great teachers and professors.

Do you love sports?  Many coaches in football and basketball, in hockey and baseball view themselves as teachers…teaching the game they love to their team.

True leadership is about growing your people…teaching them…educating them…providing the wisdom of your experience so that they can improve, maybe even more quickly than you did in your professional life.

The common thread in these comments about teachers, coaches, and business leaders is their role as a teacher, an educator.

Every one of us, regardless of whether we’re in a leadership role in the organization or not, needs to view ourselves, in part, as a teacher.  We are educators of our customers.

For a new customer, if we want them to have the best experience possible, we need to view ourselves as an educator, teaching them how to best work with the organization, navigate our processes, get the information they need, and learn how to have the best experience possible.

When resolving an issue, we need to let the customer know their role in making the resolution happen.  We need them to be clear on what’s going to happen next, what to expect, what we’re going to do for them, and how they can avoid similar situations in the future.

And if we want to grow business with our customer, we need to educate them on other products and services, other ways that they can get value out of their experience with us.  We need to constantly build their awareness and knowledge of how they can grow their satisfaction in being a customer of ours, how they can deepen their relationship with our organization.  And we do so by helping them to understand the products and services and experiences that will bring the greatest value to them.

For the benefit of your customers, become a great educator.

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