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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

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

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Signs of Service Recovery Situations – 1/18/22

Posted on January 18, 2022 in Customer Service Tip of the Week Please leave a comment

As we continue the slow trend of more and more customer interactions becoming in-person again, we need to remember those signs that we’re about to enter one of THOSE conversations.  It can typically take only 5-10 seconds to realize this is going to be a high-risk situation with the customer – where they’re coming in irate, upset, or complaining.

In that short moment-of-truth, your response can trigger their emotion, even if they’re not yet there.  So it’s important to be aware of potential signs of trouble:

  • They have been waiting a long time.
  • They’re looking at their watch.
  • They mention a previous conversation about an issue or unresolved need.
  • They’re LOUD!
  • They say “I expect…”
  • They state that they’ve been directed to several other employees or departments before you.
  • They use (and often emphasize) words like: problem, issue, mad, upset, angry.

 
It’s at times like these – situations like described above – that our service recovery senses and skills need to kick in.  We need to make sure we’re not making the situation worse with our original response and that we’re immediately focused on listening, empathy, and self-awareness of our body language at that moment-of-truth.

Identify the signs of a need for service recovery.

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How to Make the Situation Right – 12/28/21

Posted on December 28, 2021 in Customer Service Tip of the Week Please leave a comment

The manager in the field office felt that – when problems arose with customers – the company didn’t do an especially good job of responding effectively.  He felt like this was hurting customer renewals of annual service agreements.  The company developed many customer service and retention initiatives with little benefit.  So they solicited ideas from three of their best technicians.

The manager gathered the techs in a room and identified existing customers with common issues that weren’t yet resolved.  After sharing the situations with the techs, he sent them off to individually come up with the best solutions.

The next day, the manager met again with the technicians to hear their ideas.  The first tech – Jackie – researched data on her customer, and offered her best guess on what would satisfy the customer and get them to renew their contract.

The next technician – Mark – focused on the issue with the customer’s system, and he came up with an idea for how to compensate the customer for the issue and fix the system.

The third tech – Stacey – came up with what seemed like a crazy idea.  She didn’t offer compensation.  She didn’t focus on past customer history in the database.  The other three people in the room looked at each other but didn’t say a word in response.  Finally, the manager said:  Why would you possibly think that’s the way to resolve the issue and to retain the customer?

Stacey responded:  Because I called him up and asked what was his understanding of the issue and what we could do to fix it.  This is what he suggested.  It sounded reasonable and was within policy, so we went ahead and fixed it.

We can spend a lot of time coming up with the most creative and complex and high compensation ideas to address service recovery situations.  Yet, sometimes the quickest and easiest way to identify a solution in a service recovery situation is to ask them.

Consider asking the customer what would make the situation right.

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“I’m Sorry” Doesn’t Mean “I’m Guilty” – 12/14/21

Posted on December 14, 2021 in Customer Service Tip of the Week Please leave a comment

Individuals and organizations mess up; that’s part of life…

They told me that they were going to be at my home at a certain time; they were REALLY late.  The customer service representative said they would get a message to a co-worker, and the co-worker would call me back; I never got a call.  A salesperson promised what the company could do; the team that had to deliver the service could not meet the unrealistic expectations set by the salesperson.

In every situation, employees attempted to find an alternative solution. In not one case did anybody say “I’m sorry.”

That omission bugged me, and it took me a minute to figure out why.  Then it was clear – they looked for the solution without ever acknowledging the situation that caused the need for the solution.

None of these organizations acknowledged they’d done something wrong.  In not one of these cases did the person resolving the issue cause the issue, so maybe they didn’t want to admit guilt.

In situations like this, however, saying “I’m sorry” is not an admission of personal guilt.  It’s showing organizational accountability.  While I understand people don’t want to admit guilt (especially if they’re not “guilty” of anything), they could still say “on behalf of the organization, I apologize.”  By saying that, they’re not accepting personal responsibility, but they’re acknowledging that the organization caused the problem.

Some people won’t say “I’m sorry” because they feel it’s a sign of weakness.  But we shouldn’t view service recovery situations as battles where one person wins and the other loses.  Instead, we should look at it as an opportunity to save a relationship, to help a customer, to serve others, to retain their business.

It’s not a sign of weakness to admit fault.  It’s a sign of strength and humility to acknowledge an issue.

When your co-worker or your organization makes a mistake with a customer, make an apology a part of your response.

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