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Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

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


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 Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of 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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