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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

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LEAD them Away from Anger – 3/24/20

Posted on March 24, 2020 in Customer Service Tip of the Week Please leave a comment

Last week we addressed keeping our personal sanity.  This week, let’s discuss dealing with customer insanity.  That may not be the best choice of words, but many customers are overreacting.  In last week’s Tip, we discussed dealing with emotions of anxiety and nervousness from customers, but many customers are also quicker to frustration or anger.

I witnessed this last week when picking up dinner curbside at a restaurant.  The employee was new (1 week on the job) and had never worked curbside before that day.  The restaurant had just closed for inside serving, so this was the first purely takeout day.  The staff had to be stressed.  There were 4 cars, the 1 employee working curbside, other cars were arriving, and service was understandably slow.

I couldn’t hear much of what the other customers said to the employee, but the facial expressions and body language conveyed impatience, frustration, and a little anger.  No empathy for the employee.  No understanding for the restaurant that had probably laid off most of their workforce the prior day.

While we – in customer service – need to have empathy for customers, we can’t assume they’ll have the same for us.  They may be triggered quickly, and they may be impatient and unload emotions on us.  So, this is a good time to refresh on our LEAD technique to defuse the angry customer:

  • Listen to the Customer – Let them vent; then start asking questions with options (such as a Yes/No variety or “Did it happen Tuesday or Wednesday?”) or seeking facts. Get them to think and respond objectively, factually.
  • Empathize with Their Situation – Convey your understanding of their situation and feelings. “I can understand how this could be frustrating.”
  • Accept Responsibility – Apologize if the company did something wrong such as “On behalf of the organization, I apologize.” If there’s really nothing to apologize for, at least say the magic words “I’m sorry,” even if all you’re doing is empathizing.  Offer “I’m sorry you’re in that situation.” or “I’m sorry that it happened.”
  • Deliver on the Remedy – Then, transition to a solution. “Let’s see what we can do about this for you.”

 

LEAD them away from anger to a solution.

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Use the Actions of Empathy – 4/9/19

Posted on April 9, 2019 in Customer Service Tip of the Week Please leave a comment


I firmly believe that the most important personal trait of someone in customer service is empathy. If empathy is understanding the other person, then it’s very difficult to truly serve someone that you don’t understand. Particularly when they’re upset or irate, being empathetic and getting them to feel your empathy can help to defuse the situation.

But to make the customer feel your empathy, you not only have to empathize, but you’ve also got to convey that to the customer. So, work on these key empathy actions to S.E.N.D. the right message:

  • Stop – Stop what you’re doing (e.g., paperwork, computer work, working on equipment, looking at cell phone, etc.). It makes them feel like you are their one priority at that time – that you want to understand.
  • Eyes – Make positive eye contact. It ensures that you’re not appearing distracted or upset. You appear focused on them.
  • Nod – Occasionally nod when they say something with which you agree. You’re showing you’re not a brick wall, like someone disagreeing “inside” even though you’re not verbally arguing. Instead, it shows you’re being understanding of their situation.
  • Document – Take a few notes as they talk. It conveys that what they have to say is important enough for you to get the facts/information right (FYI – Tell them why you’re writing so they don’t feel you’re doing other work.).

 

S.E.N.D. the right message. Convey empathy with your actions.

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In-the-Moment Stress Relief – 3/20/18

Posted on March 20, 2018 in Customer Service Tip of the Week Please leave a comment


It is totally understandable why anyone would feel stress as a customer service representative. You may be dealing with complaints constantly. You have the internal pressure of making a quick call while adhering to a 2-inch binder’s worth of policies. You can hear the pain, the anger, and the urgency in the customer’s voice.

You are asked to juggle information, technology, empathy, procedures, and the uncontrollable – the other person.

I can’t provide every answer that will help you alleviate stress in the next 200 words. That would be unrealistic. But what I can do is offer you some quick tips on how to deal with stress in-the-moment:

  • Don’t think of a horror that might occur in the future. Stay in the moment. Focus on what IS instead of the negative what could be.
  • Breathe nice deep breaths. Let your breathing settle your heart beat.
  • Ask the other person questions more than feeling like you have to react with the perfect answers. The questions buy you time and provide you with information.
  • Remember how similar situations turned out well in the end. Remember that you have gotten through this before, and you’ll get through this, too.
  • Think about how to help the other person more than how the situation impacts you. Moving your thoughts away from how it affects you and toward helping others reduces stress.
  • Write down the facts you are learning during the conversation. Documenting is an activity that occupies the mind and the body.

When you’re feeling that in-the-moment stress, utilize these practices to calm yourself.

Use self-care to reduce stress.

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