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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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Addressing the Horror Story that Wasn’t – 9/5/23

Posted on September 5, 2023 in Customer Service Tip of the Week Please leave a comment

You may have seen the commercials for one of those garden hoses that fits in your pocket.  When you put it on the valve outside your home and turn on the water, it expands to 50 feet.  When you’re done and turn off the water, it contracts and fits right back in your pocket.

Jamie had only been at his new job for 2 weeks at the hardware store, and he witnessed just how important some of these expandable/retractable hoses are to the homeowners.  A frantic homeowner came in – somebody who had bought one of these hoses from one of Jamie’s co-workers a week ago, and the customer was upset.  She had been so excited about the new hose, but when she turned on the water, it did not expand fully; when she turned off the water, it didn’t contract.

It was a garden hose emergency!  Oh, the horror!

Now, for 99% of us, a garden hose that doesn’t fully expand or contract is not the end of the world.  And maybe to this customer, it was not the end of the world either; however, she was initially so excited about a product that was, now, not performing as designed.

Jamie’s first thought was: This customer is WAY overreacting.  But his second thought was: I better not convey that I think she’s overreacting.

Luckily, Jamie had some training on Key Principles of Situational Service.  So, he provided some Empathy, explaining his understanding of what went wrong to the customer, what she expected to happen versus how the hose actually performed.  He was Patient with her, listening and not rushing her along.  He tried to be Helpful, facilitating a resolution, whether it was initially with the use of the hose and then finally finding an alternative.  He Explained the product exchange process and Why the process was needed, and he did everything with Respect and Courtesy.

Sometimes the issues you are presented with seem like they should be no big deal, but for whatever reason, they are a big deal to the customer.

Apply Jamie’s Key Principles of Situational Service to make sure all of these situations turn out well from the customer’s perspective.

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Show Progress to the Customer – 2/21/23

Posted on February 21, 2023 in Customer Service Tip of the Week Please leave a comment

When I enter the Chick-fil-A drive-thru lines, there are typically 10-15 cars ahead of me.  The cars move slowly but surely.  Employees take your order.  Others confirm your order.  Others provide the food.  In a study conducted a couple years ago, Chick-fil-A was noted as having the longest drive-thru times.  But I don’t mind the wait.  It just does not seem that long.

Recently I went to a different fast food restaurant.  When I arrived at the drive-thru, there were only 4 cars ahead of me.  After 5 minutes, one car had moved.  I did not see hardly any progress.  I exited the line and left.

There are times when I’ll call a company, and they’ll estimate my hold time – let’s say it’s 4 minutes expected until someone will answer my call.  A minute later the message says that the estimated hold time is 3 minutes or 2 minutes.  I stay on the line.  But with most organizations, when we are put on hold, there’s either no noise, or there’s music, or there’s a repetitive message.  There is no clear sign of progress or an estimate of when the phone will be answered.

Yes, with so much business being done on phones or via computers, people expect the instant answer.  They expect the instant gratification.  But for a lot of us, we have the expectation, not of immediacy, but at least of progress.  At least seeing the next step.  At least being provided an estimate of when that next step will occur.  Not only progressing to the next step but being told of or shown that progress.

Sometimes it’s not the wait or the perceived inactivity that is bothersome.  The problem is the perceived lack of progress.

Maybe companies are working like crazy to help you, to keep the process moving.  But for customers to appreciate it, they need to see it.  They need to be told it.  They need to understand it.

We can’t assume that – because we’re running 100 miles an hour – that the customer feels like we’re working on their behalf; we can’t assume they feel like there is progress.

When the process isn’t done, show progress to the customer.

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Provide the Promise of Patience and Kindness – 2/14/23

Posted on February 14, 2023 in Customer Service Tip of the Week Please leave a comment

Patience and kindness go a long way in life, and they go a really long way in customer service, as well.  These are two of the harder qualities to exemplify in customer service, particularly when you are spinning multiple plates, have a backlog of work or calls or contacts or customers, and are dealing with people that are not the most patient with you, or not the most kind with you.

Patience is waiting calmly as the senior citizen writes out a check instead of tapping their phone to make a credit card payment.  Patience is letting the other person finish instead of interrupting to get on to the next point.  Patience is slowing your movements and focusing on the person standing in front of you.  Patience is asking what else you can do to help the other person before you hang up the call.  Patience is not expecting an immediate response, but rather giving the person a reasonable requested due date.

Kindness has a definite component of simply being nice to the other individual.  Being respectful with your terminology, opening doors for others to walk through, and using a tone that’s more conciliatory than confrontational.

But kindness is also conveying you truly care about the other person.  That comes across with patience, but it also comes across with being inquisitive, providing empathy, offering to help, and doing something unexpected beyond the specific product or service – just to be helpful to the other person.  It could be doing something on their behalf (making the call, completing the form) when they are having difficulties doing it themselves.

If you want to do something distinct, somewhat unique, and beyond what your customer experiences in a typical interaction with other businesses, simply be patient and kind to the other person.  You’ll likely exceed 90%-95% of their experiences elsewhere.

Provide the promise of patience and kindness.

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