Train Your Student Employees

Your Customer Module

Everyone Keeps Talking about Customer Service.

Employers understand customer service can make or break their business. You will explore how to provide excellent customer service, which enhances your organization’s brand and success.

Step 1 – Learn

Learn how to identify a customer’s “real” needs, and explore creative ways to help demanding customers effectively.

Step 2 – Apply the Case Study

Give it a try – you learned about how to provide excellent customer service, now see how you might apply it to a real case.

Your Customer Module

Steps in this module:

  1. Learn: Read the following brief document.
  2. Apply new knowledge.
  3. Complete the reflection activity.

Step 1 – Learn


Your customer is whoever benefits from the work you do. You will have two kinds of customers: internal customers, who comprise the members of your work team and external customers, who are looking to you for help.

This module explores customer-employee relationships by giving you some ideas for how to deal effectively with any customer.

The customer is always…the customer

Excellent customer service requires the right response regardless of the type of customer you encounter. The old saying, “The customer is always right,” is actually wrong. Customers, especially unhappy customers, can behave inappropriately, make inappropriate assumptions about the situation, and demand inappropriate solutions. Nevertheless, there are ways you can work with all of your customers to keep your interactions professional and positive.


Is there anything more exasperating than telling the organizational representative what you need to discover that you must repeat it? From a customer’s point of view, probably not. Whether you are on the phone or face-to-face with your customer, how well you listen is critical to good service. Let your customers talk, and show signs of active listening, like brief interjections, clarifying questions, or suggestions about how to solve the problem.

Did you know that most of us only listen to about 25% of what we hear? We can undermine our ability to listen by adding internal noise to the communication. Here are some ways that can happen.

  • One way is by letting our biases color what we hear. Biases might include prejudging a customer by appearance, attitude, accent, or language.
  • For various reasons, we might assume we know the customer’s needs before we hear them out.
  • Do you ever plan your response to people who are speaking while they are still talking? That is pseudo listening, another practice that keeps us from listening completely.

TIP: Reinforce listening to your customer by taking brief notes. Your notes will allow you to reflect on your customer’s key points. When you repeat those critical points to the customer, they will feel heard and that you paid attention. You will also have notes to remind you how to follow up.


In addition to letting your customer have their say, meeting the customer’s needs often requires that you probe for more information. When a customer asks you a general question, you can save both you and your customer time and energy by clarifying the request before you answer.

[Overheard in the library]

“I need an article on Soccer.”

“Is the article for an assignment or pleasure reading?

“It’s for an assignment.”

“Does your instructor require you to use a particular source such as peer-reviewed journals, popular sports magazines, or current newspapers?”

“It has to be a report on a research study.”

“Then you want a peer-reviewed journal. Let me show you how to find an article.”

When you listen well and probe for complete information, you:

  • Figure out what your customer wants and needs
  • Gather clues about a way to improve the service you provide
  • Prevent misunderstanding and errors
  • Build strong relationships with your customers for the long-term

Believe Your Customer

When you doubt what customers tell you, believe them (at least until you can confirm their claims). Sometimes the customer’s claim you initially thought was 100% wrong will turn out to be right. This will save you from being unprofessional or rude.

[Overheard at a reception desk] “Let’s check the calendar to verify what you saw. Sure enough—that’s the wrong date and time. Thanks for pointing this out to me. I’ll make sure we get the calendar corrected.”

[Overheard in the computer lab] “I see why your professor failed to get your email. The file you tried to send was too large to go through. Here’s what we can do….”

TIP: Have you ever had an employee treat you like a dummy or use a condescending tone of voice? If so, then you know how demeaning it feels. Monitor your words and tone so you don’t inadvertently communicate, “Only an idiot wouldn’t understand this.”

Help Them Understand

After listening to your customer, you might have a chance to fill in any gaps in the customer’s understanding of how you will meet their needs. Giving your customers the big picture will help them work with you more effectively. Showing them how to help speed the process in the future will save you time. Even if you’re in the middle of a problem that it is too late to undo, providing customers with missing information will make them feel better served.

[Overheard in the Financial Aid office] “I’m glad you brought this to our attention. The information you need is in your packet, but it’s buried. Let’s go through your packet and see if I can point out any other issues that might concern you.”

TIP: Never try this strategy with an angry customer. You can’t educate customers when they are outraged. Choosing to reeducate at the wrong moment is a sure way to make the customer even angrier. (Imagine saying this to a stressed and angry customer: “You know, you could have avoided all of this if you had brought your paperwork in on time.”) Look for ways to avoid embarrassing customers.

Dealing with Unhappy Customers

Having a process to resolve complaints helps you deal with the emotional and practical aspects of the issue. These guidelines will work in most situations. Your supervisor can tell you if there are any specific procedures for dealing with unhappy customers in your department.


Even when an approaching customer is scowling and fuming, greet the person as though you are happy to see them. Begin in a friendly way. This is easy to say but challenging to do, but it is your first step in neutralizing the situation.

Don’t Take It Personally

Be a neutral audience. Remember that the customer is angry at the situation, not you.


Sometimes the angry customer wants someone to listen to the story, even if you are unable to help. It can be challenging to listen thoroughly to grievances, especially if you often hear the same complaints. Nevertheless, it’s critical when you are dealing with angry customers. Try your best to separate previous negative experiences from this customer contact.

  • Allow them to vent some of their frustration. Usually, venting takes only a minute.
  • Listen for both facts and feelings.
  • Be empathetic. “That must have been frustrating.”
  • Show signs of active listening, like brief interjections or clarifying questions. “I see.”
  • Don’t start responding too quickly. Give the customer time to get the whole story out.

TIP: Research indicates that if you don’t interrupt an angry customer, the average time they will complain is about 1 minute. Letting them complete their complaint would be best, or they will keep complaining.

It is common for an angry customer’s story to be a jumble of accusations and emotions. The claims the customer is making may sound doubtful or far-fetched. Please do not assume that it is. Give them the benefit of the doubt: There are several possible reasons for the miscommunication:

  • They may just be doing a poor job of explaining what happened or what they need.
  • They could describe the situation as they perceived it without intending to mislead.
  • They may have been confused by the original information.
  • They may not have received the information they should have gotten.

You will help yourself, and your customer manage the situation successfully if you listen patiently and help them clarify their facts, feelings, needs, and concerns.

Step 1: Summarize what they said

A critical step in defusing an angry customer is to summarize the complaint and ask them, “did I understand you correctly?” For example, after a customer complains about not being notified of an important deadline, you might say:

“You are upset because we told you we would email you when the deadline arrived, but you did not receive a notice from us. Is this correct?” Wait until they say “yes” or give you more clarification. Repeat what you heard so that they know you understand their complaint.

Step 2: Empathize

Rather than immediately looking for a solution, say “I can understand why you would be upset. That would upset me too.” Or…

“I understand that it bothered you.” Or…

“I’m sorry that you had to go through that. It must have been very frustrating.”

Remember, this is not accepting blame or agreeing with their complaint. It’s simply showing the customer that you heard them and understand why they are upset.

Step 3: Ask how they would like to resolve it

Rather than telling them what you can do, ask, “how can we resolve this for you?” Or, “what would you like us to do?” Then wait for their suggestion. If it’s a reasonable request, you can do what they want and solve it. If the request is unreasonable, you say, “I cannot do what you ask, but here’s what I can do for you.” Explain what you can do, and ask,” Is this okay with you?”

Once you arrive at a workable solution, thank them.

“Thank you for telling us about this. We appreciate it when people tell us how to improve our services.”

Remember to:

  • Respond as an understanding friend rather than citing policies
  • Resolve to seem as easy as possible
  • Be firm but understanding with your answers

As a last resort, offer to have your supervisor talk to the customer. Your supervisor may say the same things as you, but sometimes hearing it from someone else has a positive effect.

Follow Through

Often, complaints cannot be resolved during the first point of contact. If you need to get back to the customer, do so quickly and thoroughly. Even if the complaint has been resolved, create a reason to contact the customer again. For example, find a way to give added value.

If the problem is likely to happen again with another customer, look for ways to solve the root causes of the problem. Think about how department policies or procedures could be changed to make sure the issue doesn’t return.

In Closing

You can show your customer who comes in with complaints that you genuinely want to help by keeping a friendly demeanor, listening carefully, probing for details, and explaining how you can address the issue. Check to ensure the customer understands the solution and is as satisfied as possible. Keeping these principles in mind will help you to alleviate rather than deteriorate the problematic situation.

Step 2 – Read the Story and Apply New Knowledge

Read the following excerpts, then complete the chart under “Reflection”

The Story

You are the sales representative at an off-campus camping outfitter store. Your store completed a sidewalk sale where it was clearly posted and stated on the receipt that there were no returns or refunds for sale items because the merchandise included clearance prices that were highly reduced and some previously returned items.

A customer walks in and approaches you, scowling and waving a blouse in front of you. The customer says, “My 12-year-old daughter bought this last week at your sidewalk sale for a birthday present to her aunt who was visiting from out of state, and it doesn’t fit. My daughter spent all the cash she earned from babysitting to buy this blouse. It says it’s a large size on the tag, but it’s small. Look how tiny it is! Her aunt cannot wear it, and it upset my daughter that she spent all her earnings on a gift to her favorite aunt that can not be used.”

Step 3 -Reflection


Explain how you can use the customer service steps to resolve the situation in the prior story. Write your notes in the space provided.