training | Customer Service Solutions, Inc. - Page 2

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

When You Can’t Say “Yes to the Address” – 2/7/23

Posted on in Customer Service Tip of the Week Please leave a comment

I was interviewing a frontline staff person for one of our local government clients recently as part of our CSS Training Development Process.  They described their customers and the difficult situations that they face, their tougher conversations with customers.

This individual supports local events, so there’s a lot of planning involved.  Unfortunately, this person oftentimes has to say No to the specific request.  His agency has to deal with staffing shortages.  They receive requests from local residents and organizations that result in fees that those groups are not used to paying.  They want the event held at a certain address, but the location is unavailable on that date.

When I asked him for keys to addressing these situations – where they repeatedly have to say No to the specific client request – this is what the individual shared:

  • Regarding fees, try to ease them in lightly. Note the different fee ranges for the different types of services, and let them know what they can do within their range even if it’s not everything they wanted to do.
  • If it’s a first-time customer, let them know that they can build toward their perfect event over time. Year 1 could be a streamlined and lower cost version, but they could build in Year 2, and by Year 3 have the event they want, the scale they want, the schedule they want.
  • Identify alternatives. When the exact location isn’t available on that date, share the alternative addresses, share the no cost options that are in different locations.

 
Get them focused on the end goal – what they’re trying to accomplish with their events – so that there’s some flexibility in the details of when and how and where that event could be held…and still accomplish the same goal.

When you can’t say “Yes to the Address,” find ways to say Yes to their goals.

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To Dream the Impossible Dream – 12/1/15 TOW

Posted on in Customer Service Tip of the Week Please leave a comment


Anybody a Frank Sinatra fan? The song “To Dream the Impossible Dream” was a hit for him, and the lyrics as well as the build-to-a-crescendo music can send chills down your spine. It can inspire. It can make you believe you can do what may not seem possible…to run where the brave dare not go…to right the unrightable wrong…to reach the unreachable star…or to teach someone how to be empathetic.

Okay, empathy was not in the lyrics, but when I’ve often stated that empathy is the most important characteristic for someone to have to be great at customer service, it begs the question “What do we do about employees who are not necessarily empathetic?”

After all – can you really teach empathy? Yes and no.

No, you can’t teach someone to have that natural tendency toward trying to understand others, to be able to readily see life through the eyes of those different from themselves.

But yes, you can teach the benefits of and need for empathy. You can teach the intellectual components of empathy. You can show what empathetic tone of voice and body language look like to others.

From the “intellectual components” perspective, empathy is conveyed – in part – by people who appropriately probe to learn about others. We can teach staff to say “Help me understand what happened” or “I want to learn about the background” or “Tell me about your situation.” Asking the questions helps to create the understanding by having that other person – the customer or co-worker – share their thoughts, perspective, opinions, feelings, background, and history.

You can convey empathy by stating your understanding of what the customer just stated. You can stop other activities, make the eye contact, nod periodically as the customer talks, and document what they said to show you’re listening, to remember what they said, and to convey you care.

Dream the impossible dream. Teach the tools that help staff to become more empathetic.

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Orillia’s Orientation Toward Customer Service

Posted on in Business Advice, Government Please leave a comment

Blog 7-3-15 - 3rd postI know, I know – Government customer service is an oxymoron – I’ve heard the joke often, but I’ve worked with too many local government organizations to believe it’s true. The reasons it’s difficult to deliver great customer service typically fall into 3 buckets:

  • The easiest way to change a culture is to change the people, and it’s often very difficult to change staff in local government
  • A key to creating a particular desired culture is to have rewards and recognition (i.e., incentives) for staff who exhibit the needed behaviors and attitudes; many governments have policies and budgets that greatly limit such rewards
  • Many local government agencies are enforcing code, ordinances, laws, and regulations. It’s hard for the customer to feel great in situations when you’re telling them “no.”

I’m sharing these obstacles to great local government customer service because they’re a reality…but they’re also an excuse.

The Orillia City Government has been working on its continuous improvement strategy, focusing largely on customer service. According to the article City expanding customer-service focus, the City approved a customer service strategy in May that included the following components:

  • Continuous monitoring of customer satisfaction and feedback;
  • Exploring ways to expand access to services online;
  • Exploring opportunities to offer expanded payment options;
  • Establishing a dedicated customer-service team, comprised of staff from each city department, to monitor and receive feedback on the city’s customer-service practices;
  • Reviewing options to provide general reception on the first floor of the Orillia City Centre;
  • The implementation of corporate-wide customer-service standards to ensure consistent levels of service in all departments and locations;
  • Expansion of the city’s website to offer more information regarding the appropriate staff contact for all areas of the corporation; and
  • Regular customer-service training for staff.

Review your organization’s customer service strategy. Does it include research, broader service delivery vehicles, dedicated customer service resources, facility navigation, standards development, and training?

Review your strategy if you want to move it forward in a more comprehensive way. Learn from Orillia’s strategic orientation toward customer service.

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