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Narrow Your Focus to Seek Excellence - 4/1/25


You’ve probably heard companies use phrases such as: “We want to go from being good to great.”  Maybe they’ve said: “We strive for perfection, and although we’ll never reach perfection, maybe we can achieve excellence along the way.” These organizations find some kind of a catch phrase or slogan, but Read more

Avoid the Unfriendly Ghost - 3/25/25


Last week we talked about the qualities of “PERKI Customer Service,” essentially what attitudes and actions are characteristics of those who provide great customer service.  This week, let’s take the opposite approach.  What are some of the mistakes that people make?  Maybe these are mistakes of omission or commission; Read more

PERKI Customer Service - 3/18/25


After having worked on hundreds of projects over the years with thousands of thousands of individuals, some things become pretty clear. There are certain traits held by people who are great in customer service.  Look at this list, and do a self-assessment.  Which apply to you? Positive and Patient Do you Read more

It Helps to Downshift - 3/11/25


One of the first tips I heard when I was learning how to drive related to what to do when the brakes fail - downshift.  Shifting into a lower gear can slow down a moving vehicle.  I would explain this in technical terms to you, but considering I’m not Read more

Patience is… - 3/4/25


Patience is a…pain in the neck.  Why is it so hard to be patient?  Those of us who work in customer service know that we constantly have to show patience with our customers.  We’re ready to move to the next step or the solution because we’ve heard this issue Read more

Everybody Doesn’t - 2/25/25


Joey received the compliment, but he was confused.  Paula, his boss, and Joey had their monthly one-on-one meeting, and Paula noted that, although he was new, Joey was already doing a great job!  While there were learning curves on some of the organizational policies and the technology that he Read more

A Simple Phrase to Transform Your Customer Feedback Approach - 2/18/25


I went to a restaurant called Big Ed’s (no relation) in Raleigh, NC recently.  It’s basically country cooking with fantastic breakfast options!  On the menu there was a quote that said: If you enjoyed your meal, tell a friend.  If not, please tell us. That was an excellent statement that embodies Read more

What Phones and Football Have in Common - 2/11/25


Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest Read more

Create Awareness of Alternatives - 2/4/25


Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The Read more

Listen with Your Eyes - 1/28/25


Out of the corner of his eye, Patrick saw the customer enter the lobby.  The customer was carrying a large shoulder bag with several papers in her hand.  The customer was shuffling the papers and looking down; then she stopped, looked up, and saw the staff navigator sitting at Read more

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Be the Culture – 10/16/18

Posted on October 16, 2018 in Customer Service Tip of the Week Please leave a comment


As a customer service consultant, I am often in situations with clients where we’re trying to figure out how to deliver a better experience to the customer. It might be an effort undertaken to retain more clients and grow the top line. It may be an effort to streamline operations to serve the customer more efficiently or consistently. It may be an effort to improve quality.

But underpinning any kind of a process redesign or strategy initiative has to be an understanding that the employees are what make those redesigns or initiatives work. The employees are the ones who are implementing those designs. Employees are the ones who are delivering the service or resolving the issue.

So, how the organization sets expectations with staff, trains staff, rewards and holds staff accountable, and models behaviors to staff – in the end – drives staff performance. While many staff are self-motivated, in any organization, employees who are there for any length of time are going to be impacted by that organization’s culture.

And when I say the organization, I’m not talking purely about leadership. How employees treat each other, how they engage with one another, how they do or do not work as a team, how they show appreciation, how responsive and respectful they are to each other has a huge impact on the attitudes and actions of those co-workers.

To deliver a great customer experience, realize that that delivery is happening through you and your co-workers. Make sure you’re creating the kind of culture for those you work with that you hope the organization is creating for everyone.

Be the culture that you desire for your organization.

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Build Your Customer’s Confidence by Building Yourself Up – 10/9/18

Posted on October 9, 2018 in Customer Service Tip of the Week Please leave a comment


I want you to have an ego, just for a minute. I want you to brag on yourself, just for a few seconds. I want you to lose the humility, just for a little while.

Sometimes you’re dealing with a customer or co-worker that is conveying some emotions that are tough to deal with, and those emotions are not always anger and upset. Sometimes those emotions are anxiety and nervousness. They’re worried about what MIGHT happen. They are worried about what the ramifications COULD be. They’re worried about something in the future, something unknown to them.

When dealing with this emotion, sometimes it’s beneficial to talk about yourself or your organization.

After hearing the concern from the customer, restate it back to them, telling them the details you know about their situation. This way, they realize they’re not a number to you. This way, they realize that the facts and the uniqueness of their situation are important to you. This gives them a little sense of comfort that you care enough about them to know about them.

But the next step is actually about YOU. Remember, they have anxiety and fear due in part to some lack of confidence or comfort with what might happen in the future. If you can talk about yourself or your organization and let them know how you successfully navigated the waters that they are about to traverse, that can build their confidence.

“My name is Ed, and I am one of the senior representatives here at Widget World. I’ve helped many different customers go through a similar experience to what you’re dealing with, so I’m confident that we can help you.”

At this point you’ve shared enough about yourself so that they have a vision of success. You shared enough about your experience that they can picture themselves moving toward a solution. You shared enough about you that they realize that what is going on with them can be addressed successfully with your support.

When you’re dealing with the anxious or nervous customer, by building yourself up, you can build the customer’s confidence.

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Watch that tone, young man! – 10/2/18

Posted on October 2, 2018 in Customer Service Tip of the Week Please leave a comment


Watch that tone, young man!

When I was growing up, unfortunately I heard that phrase more times than I care to admit. Maybe that’s why I’m so cognizant of my tone today and so in tune with the tone of voice that others use as well.

An Australian training firm recently authored an article that addressed tone of voice. Even though this article is a little more sales-focused than customer service-focused, it’s an interesting read. It not only describes how to interpret different tones of voice, but it also promotes the need for you to be intentional about the tone you use based on what message you want to convey.

If you want to seem reasonable, don’t overemphasize any words. If you want to convey you care, speak with a slight rasp or a little bit more from the throat. If you want to come across as “up-beat,” have your “vocal inflections rise at the end of certain words,” particularly the other person’s name. For example, say the following phrase twice – first with a flat tone and second where you emphasize “Mary”: Mary, nice to meet you.

There are 8 tips, so feel free to check them out. The main point I want you to think of – beyond the specific techniques suggested – is that you need to have an intent of what kind of message you want to send with your tone, so that your message is delivered and heard the way you want. Pause, and consider the tone before you speak.

Watch that tone, young ‘Tip of the Week’ fan!!

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