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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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Locke-in from the Start – 12/8/20

Posted on December 8, 2020 in Customer Service Tip of the Week Please leave a comment

John Locke was a 17th century English philosopher, physician, and researcher.  He wrote many papers arguing particular points, oftentimes using reason and facts as the basis for his position.  He noted that many disagreements start because there is – in my words – a lack of real clarity about the topic of discussion.

He often liked to start discussions on some pertinent topic by defining key words.  In essence, his position was:  Let’s make sure we’re talking about the same thing before we start talking about it.

For those of us working in the customer service world, communication is the source of many issues, and disagreements are especially frustrating when we are miscommunicating about the topic itself.  Here are some examples of topics that the customer wants to discuss, topics that need to be defined first:

  • The customer can’t register.
    • Did they mean register or apply? Are they registering a device or an account or for a class?  Is it for them personally or a product they just bought?
  • The customer wants to talk about their account.
    • Is it really about the account, or is it a login issue to the online account? Is it something regarding an account or an order?  Is it about an e-mail they received about their account?  Is it something odd on a recent account statement?
  • The customer has a question about their property listing.
    • Is it some misinformation online regarding their property, or are they looking at a property assessment hardcopy? Is it about their property card online or how it’s noted in the MLS?
  • The season ticket holder has a question about payment plans.
    • Is it a true “payment plan,” or are they just asking about different ways to pay? Are they concerned with options, progress, terms, how to pay off, or how to cancel?

To avoid unnecessary conflicts and address needs and issues more quickly, ensure your definition matches the customer’s definition.

Locke in a common definition of the topic from the start.

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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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