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When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

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What it Means to Respect Someone’s Time – 10/22/19

Posted on October 22, 2019 in Customer Service Tip of the Week Please leave a comment

Whether it is with a client when I realize that the meeting might go long, or possibly it’s in a workshop where I’m trying to end one conversation so we can move on to the next topic, there is a phrase I’ve used many times, and I mean it sincerely: I want to be respectful of your time.

Time is a valuable commodity. In this world that we live in, people are often so busy, they feel like they don’t have time, and maybe they truly don’t in that moment. One thing is for sure, whether people truly have time or not, they don’t want to feel like their time is being wasted. So, as someone who works in customer service, how do you respect someone’s time?

Look at it through the lens of the acronym BDA. BDA stands for Before, During, and After.

When you first engage a customer, thank them for the time they spent Before they got to you. Particularly if this is a follow-up question or request of theirs, or if they drove to your location, say Thanks for coming in! Show appreciation for what they went through prior to coming to you. Oftentimes you’re having a 2-minute conversation face-to-face with somebody who’s already accessed your website, called your co-worker, driven through rain and snow and gloom of night, and waited in line just to see you.

During refers to the conversation itself. Try to be as efficient as possible in meeting that customer’s needs; early on confirm how much time the customer has so that you know if they have 2 minutes or 20 minutes to sit with you. By understanding what’s going on in their mind from a time perspective – by knowing whether they are rushed or relaxed – you can best value their time in that interaction.

After refers to thinking about what’s going to happen next. If they have a next step that they need to take, or if there’s going to be some delay in your follow-up because of some internal process or communication or decision that needs to be made, let them know that you appreciate the forms they will be filling out. Let them know you appreciate their patience as they wait for an answer or resolution to their question.

To show that you value someone’s time, to be respectful of someone’s time, engage the customer with your understanding of what time they put into this interaction Before, During, and After.

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Back to Reality…for Customer Expectations – 7/30/19

Posted on July 30, 2019 in Customer Service Tip of the Week Please leave a comment

Have you ever walked into a patient registration area of a hospital and seen a sign that said “if you’ve been waiting longer than 15 minutes, please see the receptionist?”

Have you ever called a customer service number and been told by a recording that “the average hold time is ‘X’ minutes?”

Have you ever begun the process of getting a permit to build a deck on a home and been given a form that says what each step in the process involves, when you need to do each step (including inspections), and whom you need to contact?

You may reply “no” to all of these or “yes” to some, but these are examples of companies who understand the importance of trying to set or manage customer expectations. These companies understand that that first person may complain after waiting 5 minutes if they don’t realize that a 15-minute wait is realistic. These companies realize that that second customer may get irate or take their business elsewhere if they had to wait on the phone 2 minutes but might be more patient if their expectation is a 3-minute wait. These companies understand that a customer educated on a process is more comfortable and less likely to have issues with it, less likely to do things incorrectly.

Companies who attempt to proactively set or manage expectations understand the importance of the customer having some concept in their mind of what the reality is going to be; that makes it more likely that the customer will be satisfied with the experience, and the employee won’t have to deal with an irate customer.

Where can your company proactively set an expectation with customers about how long a process will take, how long a wait might be, what actions are about to take place, or what they need to do?

Determine where the opportunities to set expectations exist, and then use signage, messaging, documentation, and direct one-on-one conversations to do whatever you can to set (or reset) your customers’ expectations.

Get customer expectations back to reality.

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To Banter or Not to Banter – 5/12/15 TOW

Posted on May 12, 2015 in Customer Service Tip of the Week Please leave a comment


I love some good banter or chit-chat – it’s great for informal conversations with friends, family and co-workers. But when is it great for customer conversations?

First, let me define “Banter” in a customer context. Think of it as conversation about a topic that most likely has little to do with the customer’s need, issue, or question. You’re initiating a discussion about nothing pertinent to the conversation (e.g., Where are you calling from? Where did you get that beautiful bracelet? The weather has been crazy this year here, hasn’t it?).

So why would you ever have some light-hearted banter with the customer? There are many times:

  • When there’s downtime during the call – You want to keep the conversation going.
  • When the customer is NOT irate or angry – It’s too risky when they have that negative emotion to go off-topic – that may upset them unless you’re REALLY talented at defusing those emotions.
  • When you’re trying to learn more about them – You’re trying to show interest in them as an individual customer.
  • When it’s the beginning of the relationship – You want to know them better to serve them better.
  • When they clearly have time – Banter is more readily accepted by those more likely to be patient (not in a rush).
  • When they have NOT been waiting long – It takes time to banter – see their situation before bringing up other topics.
  • When you’re doing a task (on the computer, etc.) where they are waiting for your process to end – They won’t feel it’s a waste of time if they can tell that you’re still being productive.
  • When you’re trying to reduce the perception of wait time (such as a long stay in a waiting room) – It shows that you noticed them and are aware of them despite the fact that no service is being performed at that moment.

 
Banter? Chit-chat? Sure. Just be smart about when you do it.

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