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While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

Pass the Quick Impression Test - 12/30/25


Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, Read more

2025 Holiday Poem - 12/23/25


We hear the word change And that change can be good, But we like things to stay same, And sometimes they should.   The weather can be wet And then dry as a bone. We know things will change, Even if all left alone.   Our customers change. Our co-workers do, too. It seems like our resources Are often too few.   The technology Read more

Make the Long Wait Feel Shorter - 12/16/25


When Greg entered the Tax Office, he was thinking only about two things: (1) How he was going to get the tax value on his home reduced, and (2) Whether the wait would be 1 hour or 2.  He checked in with the navigator who asked a few questions, Read more

When Kindness Means More in Customer Service - 12/9/25


Since a large part of the work we do at CSS includes customer research, we have seen tens of thousands of comments over the years about staff, and it is great to hear the positives that customers, fans, and account holders say about our clients’ team members. One word that Read more

Don’t Create the Second Complaint - 12/2/25


Maria was upset.  Rightfully so.  The product delivery was delayed, she couldn’t get anybody on the phone, and nobody would reply to her e-mails.  So, she went down to the store, and she found a customer service representative. After the initial greeting, the employee listened to Maria’s complaint.  While Maria Read more

Refresh on the Reasons to Appreciate the Customer - 11/25/25


This is a great time of year to give thanks, not just because it’s Thanksgiving week in the United States, but also because – with 2025 coming to a close - it gives us the opportunity to do some reflecting on the recent past. The idea of reflecting on reasons Read more

Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

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

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While I’ve Got You on the Phone… – 1/6/26

Posted on January 6, 2026 in Customer Service Tip of the Week Please leave a comment

I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I can accomplish every day/week/month.  I like to know what the “Big Rocks” are – to use a Stephen Covey phrase – as I make sure to address these top priorities.

A pitfall I run into is that sometimes I’m so big on planning that I don’t take an action that presents itself in the moment.  I, instead, put it on the To Do List to address later.  This has been an issue of mine that I’ve been working on for years, and I’m always amazed when I see people who don’t have this same issue.

How do I know that they don’t have this issue?  I know because I witness it when I am the customer, and they are the employee.  Here are 3 examples…

Instead of telling me that they will follow up to schedule our next meeting, during the conversation they ask if I have my calendar available so we can go ahead and schedule that meeting.

There are a couple things that the employee and I will have to deal with over the next couple months, so instead of just putting that on their To Do List, they will say: While I’ve got you on the phone, do you have 5 more minutes to address two other quick points?

We’re about to wrap up our phone call, and they just described that the next step is for me to fill out a form.  Before they end the call, they say: I’ll be happy to guide you through the completion of that form right now, if you would like.

There are so many benefits to taking this approach in terms of time savings for your organization and your customer, engendering goodwill, and increasing the likelihood that timelines are met.

When laying out a next step with the customer, offer to address it RIGHT THEN.

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When Technology Fails the Customer – 8/19/25

Posted on August 19, 2025 in Customer Service Tip of the Week Please leave a comment

Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department.

If you’ve ever been manning the phones or managing the department inbox, you know that when your company has a technical issue, there’s an escalation in customer contacts.  And usually they’re reaching out to you because they’re confused, concerned, or there’s some heightened sense of consternation.

So how do you respond?

Reassure: Let them know that their accounts are safe, that no data has been compromised, that it’s not a technology issue on their end.  Address their specific concern immediately.

Rectify: Share what the organization is doing to address the technical issues or to deal with that bad actor that is spoofing your phone number.

Respect: Ramp up your messaging that acknowledges their time is important, that appreciates their reaching out to you to share this information.  Reference their name in a professional manner throughout the conversation.

Reiterate: Close the engagement by restating your appreciation of their bringing this to your attention, and reassure them once again that their information is safe.

When addressing a corporate technology fail, Reassure, Rectify, Respect, and Reiterate.

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The Misunderstood Physician – 8/12/25

Posted on August 12, 2025 in Customer Service Tip of the Week Please leave a comment

I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research – he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the low ratings were often because his schedule was booked, and people cannot see him immediately.  Sometimes it was a complaint that the scheduling person was not pleasant or the patient was on hold a long time trying to get the appointment set up.  None of these low ratings was directly because of the doctor.

But there was one low rating where somebody commented that the physician was rude.  When his staff followed up for clarification on the comment, the patient noted that the physician didn’t spend enough time with them and didn’t ask enough questions.

Now, I had been cared for by this physician long enough to never dream of calling him rude.  He’s very personable, very efficient, and very knowledgeable.  But there was something about that encounter with that other patient that gave the perception of the physician being rude.

Defining Rudeness

Different people perceive rudeness in different ways.  In this case, rudeness was – in the mind of the customer – defined as the lack of time spent by the physician.  For others, if you interrupt them, they feel you’re rude.  For some, if you’re looking at your phone or iPad or computer while they’re in front of you, they think you’re rude.  If the employee states only what can’t be done in response to a request, some view that as rude, even if it’s the truth.  For some customers, 1-word answers from employees seem rude.  And for others, a harsh tone – where the employee only seems to emphasize the negative words – seems rude.

Overcoming the Perception

For all we know, the employees in these situations are all very kind.  Unfortunately, that particular customer engaged with them at that particular moment is perceiving them as rude.  So how do we overcome that perception?

From a time perspective, yes, be quick, efficient, and productive, but also be patient with the customer and their questions.  Don’t interrupt the other person, but instead let them share.  Ensure you’re focusing more on the customer than on the device in front of you, and if you have to be looking at that device, let them know what you’re doing on their behalf while tapping the keys.

Complement the true statement of what CAN’T be done with the helpful statement of what CAN be done.  Go beyond the 1-word answer (particularly if it’s a negative word) with a couple additional words to add some softness, kindness, empathy.  And with the tone, have a pleasant tone, have some variability in your voice, and place more emphasis on the positive words.

Intentionally overcome any perception of rudeness.

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