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Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

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

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Listen Even When Nobody’s Speaking – 11/10/20

Posted on November 10, 2020 in Customer Service Tip of the Week Please leave a comment

Online Chats are wonderful ways to provide customer service, except when they’re not wonderful ways to provide customer service.  Note the partial chat transcript below.  The company name has been replaced with STORE, and the location was changed to TOWN:

  • STORE Bot at 9:54: Thank you. An agent will be with you shortly to start your chat.
  • STORE Bot at 9:56: Mary T. has joined the conversation.
  • Customer at 9:56: Hi there. I visited the TOWN STORE last night for this product: EMSCO GROUP 20-in W x 24-in L x 10-in H Earth Brown Resin Raised Garden Bed Item #48620 Model #2345D
  • Mary T. at 9:57: Hello there! My name is Mary. I will be happy to assist you today!
  • Customer at 9:57: Hi. Their inventory system said they had 8 in stock, but the employee looked for 25 minutes and only found 1 – it was used. If I order it off the website for pickup at STORE, how do I make sure I get a new one, and by when would it be available?
  • Mary T. at 10:00: My apologies for the inconvenience. If on the website there is availability for being shipped it means that we have it available on the warehouse. You can ship it for free to the store the desired items.
  • Customer at 10:01: Thanks. If I order today, by when would it be ready at STORE? Also, how/when will they notify me that it’s ready for pickup?
  • Mary T. at 10:03: Thank you for waiting. I’ll be with you in just a moment.
  • Customer at 10:04: ok
  • Mary T. at 10:05: Yes! You will be receiving a notification when it is available by email.
  • Customer at 10:05: If I order today, by when would it be ready at STORE? I’d like to get it by Mother’s Day – that’s why I ask.
  • Mary T. at 10:06: May I have the item number so I can check?
  • Mary T. at 10:07: May I please have your Zip code?
  • Customer at 10:07: EMSCO GROUP 20-in W x 24-in L x 10-in H Earth Brown Resin Raised Garden Bed Item #48620 Model #2345D
  • Customer at 10:08: ZIP CODE – The TOWN Store I noted earlier is my store
  • Mary T. at 10:09: I’m sorry for the delay. I’ll be right with you.
  • Mary T. at 10:11: Yes! We have availability for pick up today at TOWN STORE
  • Customer at 10:13: I’m confused. I was there last night, and they didn’t have any in stock. Just to clarify (since they had issues finding it in the store even though it said there were 8 in inventory like I mentioned above), does that mean it can be delivered from a warehouse, or are you just seeing it in in-store inventory?
  • Mary T. at 10:15: I’ll be right with you.
  • Mary T. at 10:17: I’m sorry for the delay. I’ll be right with you.
  • Mary T. at 10:19: We have 5 available at OTHER TOWN STORE, please call at (888) 555-1212 to check availability.
  • Customer at 10:22: My focus was ensuring it was in the TOWN Store for pickup; I was trying to do a chat instead of calling to several stores myself and running into the same issue I had last night.

This was my experience.  I had to give the product model twice, store location twice, repeat the request twice, ask by when it would be ready more than twice, and then was told I needed to call a different store to determine availability.  Neither of us was – literally – speaking, and yet I didn’t feel she was listening to me.

When delivering chat-based customer service, or even e-mail customer service responses, ensure you thoroughly confirm what information the customer has conveyed and what request they’ve shared, so you address the need right the first time.

Ensure you listen, even when nobody’s speaking.

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I Think I Think is Wrong – 10/20/20

Posted on October 20, 2020 in Customer Service Tip of the Week Please leave a comment

I think that’s not going to be feasible.  I think we can do that.  I think you’re on the right track.  Methinks thou dost protest too much.

Please forgive the Shakespearean reference, but it seems to fit well here.  When we are talking to co-workers and customers, and we’re giving our opinion or sharing some information or knowledge, the other person knows we’re speaking. The other person knows the news is coming from us.  However, many of us feel the need to put the phrase “I think” in front of a lot of what we say.  We feel the need to say something like “from my perspective” before we give our perspective.

And while it may be accurate wording, it’s often unnecessary.  And it’s not only unnecessary, but it can reduce the credibility of the statement, the strength of the word, and the confidence the customer has in what you’ve said.

Let’s repeat what’s at the top:  I think that’s not going to be feasible.  I think we can do that.  I think you’re on the right track.  Methinks thou dost protest too much.

Now compare without “I think” included:  That’s not going to be feasible.  We can do that.  You’re on the right track.  Thou dost protest too much.

The “I think” leaves doubt, and – if there’s no room for doubt – you’re creating uncertainty unnecessarily.  If you say I think that’s not going to be feasible, the other person could ask if you could check just to make sure.

If you say I think we can do that, then the customer may ask if they could talk with someone who can confirm whether it can be done.

If you say I think you’re on the right track, the customer may ask what they should do differently.

By creating doubt, you could be lengthening the conversation and creating more work for you or your co-workers.  You could be curtailing customer confidence when you want them to support your conclusion or suggestion.

If there is no doubt, eliminate “I think” to build customer confidence.

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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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