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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

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

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Using I, We, or You in Customer Service – 9/1/20

Posted on September 1, 2020 in Customer Service Tip of the Week Please leave a comment

It’s amazing how many conversations can go horribly wrong or incredibly right, not because of the use of a 4-letter word, but simply because of the use of a 1, 2, or 3-letter word – I, We, You.

The incorrect use of I, We, You in conversations causes problems more than we may realize and definitely more than we may be willing to admit.

So, in the world of customer service, there are some general rules of thumb.  I’m calling them general because there are exceptions to everything and there’s not a perfect formula for imperfect people serving imperfect people, but these rules might help us to escape bad situations and capitalize on the most positive opportunities.

When there are feelings involved, use the word “I.”

  • What I felt was…
  • I can understand how this could be frustrating…
  • I was upset, too.

This allows you to convey your feelings without assuming you know what others feel.  You have the right to feel what you feel, but we don’t have the right to tell other people what they do feel or should feel.

You is a great word to use when you’re fostering a relationship or conveying appreciation.

  • You did a great job with…
  • You conveyed that very clearly…
  • You’re very good at…

The use of the word You allows the other person to feel, appropriately, that your accolade is attributed to them. It takes a thought that might be in your mind and puts it into words in a positive way to build the other person up.

We is a great word when you’re trying to foster teamwork or find a solution to move away from an issue.

  • What we need to do in order to address this is…
  • We can still accomplish your goal if we consider an alternative…
  • We can work on a solution together to keep this moving…

 

We conveys that it’s a collaboration on an issue or need.  Particularly when the other person has a big part in the solution to a problem, using We makes the burden feel a little bit less on their shoulders.

Appropriately use I, We, You when trying to convey feelings, share appreciation, or foster teamwork.

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8 Customer Service Phrases that are Music to the Customer’s Ears – 1/26/16 TOW

Posted on January 26, 2016 in Customer Service Tip of the Week Please leave a comment


There are definitely phrases to avoid and others to adopt, especially when you’re dealing with the irate customer. But what about great things to say to the customer just in the normal routine of interacting with someone? What can we say to convey we care? What phrases are music to a customer’s ears?

Here are 8 such phrases to consider adding to your customer service lexicon:

  • How are you today? – Too often we start the conversation asking what the customer needs or what we can do for them. Let’s show some patience and get into dialogue. Ask this question and then – actually let them answer! Patience and dialogue are wonderful things to most customers.
  • You did the right thing – When a customer has taken some steps in a process that led them to you, confirm that they are doing the right thing. Affirm their action as a customer; affirm them as a person.
  • Let’s see what we can do for you – Don’t just take the information and start acting; convey an intent to find a solution even when one might not be readily apparent at first.
  • I’m happy to help you with that – A good way to get positive emotions FROM the customer is to give positive emotions TO the customer. Again, don’t just “do.” Tell the customer you’re happy to “do” for them.
  • That’s perfect! – They suggest a meeting date or a next step. They provided you with more information. You reply “That’s perfect!” This is also positive emotion, affirming them and their action.
  • My pleasure – This is a closing statement synonymous with Chick-fil-A, but the idea is a good one. It truly is a pleasure to serve someone – tell them so.
  • We appreciate your business – This may sound old-fashioned, but it better be true. For a business to succeed, they need their customers. People want to be appreciated. So let’s put those two truths together in one phrase.
  • It was great to talk with you – I often say this at the end of a call or – better yet – in a follow-up e-mail. Follow-up is not just about conveying a next step or a task to be done. It’s conveying the enjoyment of the rapport and relationship.

 
Use phrases that are music to your customer’s ears.

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Simplify the Vocabulary – 9/9/14 TOW

Posted on September 9, 2014 in Customer Service Tip of the Week Please leave a comment


In our constant quest to find new ways to describe boring or irritating processes and services in a way that makes them sound exciting, we develop creative names: No Child Left Behind, Affordable Care Act, Permanent Seat Licenses, etc.

However, the problem is that our customers find out that this is typically not something to embrace, and the name becomes a joke or a punch line.

When we want to sound sophisticated, we use high-brow language: Six Sigma, OnBoarding, Rubric.

However, the problem is that our customers and employees have little-to-no idea what we’re discussing.

And sometimes, when we want to be specific, we risk using terms that mean different things based on the industry: Achievement, Bonding, Delegation, Enrollment, Gatekeeper, Grandfathered, Network, Rehab, Service Area, and Waiting Period.

Does Bonding relate to a mother and child, a company doing business in town, or teeth? Is a Delegation addressing something in healthcare or at the United Nations? Is the Gatekeeper a function in healthcare, a secretary who won’t let you see the boss, or – literally – a gate keeper?

When we use terms, we can’t assume that the customers know the terms. We can’t assume that if it’s used in our industry that the customer knows what “Enrollment” means in healthcare because their only exposure to “Enrollment” was at their child’s school.

The words matter, and we need to make sure the words are simple enough to be understood without requiring a detailed glossary to explain everything.

Go to your company’s website. Look at the patient or fan or employee or customer flyers and handbooks that you distribute. Give access to the website and these documents to people who know nothing about your business; ask them to read the information and interpret what it’s saying.

Make sure the words you use are clear enough to be understood. Simplify the Vocabulary.

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