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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

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

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Light Up the Room – 7/3/18

Posted on July 3, 2018 in Customer Service Tip of the Week Please leave a comment


Maybe you are one of those people. Maybe you work with or are friends with one of those people. You know the kind of person I’m referring to; it’s the person who lights up the room. Literally, the positivity, the tone of the conversation, and the energy of the room become more vibrant, more pleasant, more fun, and more enjoyable.

The people who light up the room make the environment better, and seemingly any topic or conversation or point of debate is seen through different, more positive and open lenses.

Whether we’re trying to be a good team player with our co-workers or trying to address the customer’s issues, needs, or goals, so much of how well we do is dependent on whether or not we are someone who turns up the wattage.

The people who light up the room seem to have certain traits and behaviors. They smile more. They tend to move more. They GO TO people as opposed to expecting people to go to them. They seem to connect with others and connect people with others. They’re looking around the room, not operating with blinders on; yet they somehow make each person feel exceptionally important. People who light up the room know how to use their body language to convey openness and interest. Their arms move and rarely stay folded. They ask and inquire. They convey appreciation and say thanks.

If you want to be a great team member or provide great customer service, think about the environment that you are creating for those around you. Think about the impact that you have on the tone of the conversation.

Think about how you can light up the room.

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Imagine Being on TV – 10/31/17

Posted on October 31, 2017 in Customer Service Tip of the Week Please leave a comment


You’re performing your job – providing customer service over the phone – but cameras are all around. You are on LIVE TELEVISION!! What you say, how you say it – the mannerisms, the voice inflection, the eye movement, the hand gestures – it’s all caught on tape.

That also means the eye roll, the crossed arms, the shaking of the head, the huff, looking at your smart phone as your customer talks – it’s all caught on tape – YIKES!

Sometimes we allow ourselves to let our body language take a bad turn when we’re on the phone. That’s okay, isn’t it? It depends on your view of customer service. We believe that delivering great customer service needs to be an all-the-time attitude, not the proverbial light switch that we turn on and off based on who’s in front of us or whether we’re on the phone or face-to-face, texting or e-mailing.

That means when we’re engaged with the customer or a co-worker, regardless of phone or face-to-face – we want to be great. We want to let that other person know we care. We want to represent the company in a positive light. We want to have a positive impact on those whose day we touch – even if just for a moment.

When the interaction ends, we may want to roll the eyes or “smh” or huff or take a mental break and look at the smart phone for a minute. That’s definitely understandable.

Just know that when engaged with the customer in any manner, we need to be wired for excellence. If we imagine we’re on TV, it makes us self-aware. Then that attitude of service excellence can come through regardless of how we’re communicating with the customer.

Imagine being on TV to become more self-aware of how you need to come across to others.

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The Bad Host – 10/24/17

Posted on October 24, 2017 in Customer Service Tip of the Week Please leave a comment


True story: The young couple and their child walked into the restaurant and stood for a minute at the host stand. When the host arrived, she immediately and quickly said “I can’t seat you right now. I’ve got to clean a table, and you’re just going to have to wait.”

Now read that statement again out loud (if you can); read it without a smile; read it with a high tone of voice; read it very fast.

This was something I witnessed several times in various forms over 45 minutes. The employee was obviously flustered. She seemed overwhelmed, and she was letting every customer know through her interaction. No greeting; no smile; no welcoming attitude – it was blunt, fast, direct.

When she made her statement to this family, the wife politely said, “Thank you for letting us know.” She then turned around and walked out, followed by the child and husband. Two other families walked out. Lost business, hurt reputation for the restaurant, and probably a couple postings on social media followed.

Who knows what the root cause of the issue was for this employee. Maybe she was just having a bad day; a co-worker or employee could have been rude to her. She may have been short-staffed or overwhelmed with the number of guests arriving. Maybe she was just a bad fit for that role.

Regardless of the reason for the issue, she should not have taken it out on customers just walking in the restaurant, hoping to have a relaxing, tasty meal with family and friends.

Sometimes we just need to be more self-aware when things aren’t going our way. It’s fine for us to have emotions – we’re all human. But also being human we have the ability and responsibility not to take out these frustrations on others – particularly innocent customers and co-workers.

Don’t be the Bad Host – check your emotions before connecting with others.

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