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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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Use AI to Improve Your Performance – 7/23/24

Posted on July 23, 2024 in Customer Service Tip of the Week Please leave a comment

Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers.

This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the information available to its clients.  The company thought they would need fewer call center staff, but what they realized was the additional information it provided clients created more in-depth and challenging questions from customers.  It turned out that the company needed roughly the same number of staff, but the staff had to be more knowledgeable.  What was expected of them was higher-level.  The basic questions were handled by customers on their own, so now they had deeper, more complex questions to be answered.

That story addressed the company view and how – in the end – the website impacted what was expected of employees, how their expertise had to improve.  The same thing will occur with AI.  Companies will use AI to do the basic things, the more monotonous things, the more time-consuming, lower-level activities.  Our tasks will require more expertise, more knowledge.

Free Up Your Time, Expand Your Knowledge

So, let’s be proactive, and let’s see how we individuals can use AI to actually free up some time for us to focus on the higher level, the more complex, and position us more as consultants with our clients.  Here are three ways each of us can tap into AI to better ourselves.

Create Your Own FAQ Responses

Identify 5-10 core questions that you’re asked, and use AI to give you a draft set of responses for those types of questions with the specific types of customers who pose them.  Then you can tweak the draft AI responses to meet your needs.  Save yourself time by creating your own FAQs.

Develop Draft Messages/Documents

If you have typical e-mails or documents that you send to clients – whether it’s a meeting follow-up, a request for information, or details you’re providing them about a process, use AI to start the template.  Emphasize to AI that you want it to be professional and courteous, succinct and clear.  Use AI to be more consistent in typical communications.

Train Yourself

Identify some aspects of your job where you are not yet proficient or you’re not at the expert level.  Use AI to identify a list of resources or a set of information you can review to enhance your skill set.  It might be about a particular situation, type of customer, type of technology.  Let AI get you started on personalizing a professional development plan so you can more quickly learn and excel.

Use AI to save yourself time and help you speed up your own performance improvement.

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The New Burger Experience – 7/16/24

Posted on July 16, 2024 in Customer Service Tip of the Week Please leave a comment

Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be good – expectations were high!

Wanting to do takeout, he hopped on the restaurant’s website at dinnertime, but there was no order online button. He did find a phone number, so he called; the system said they would send him a text with a link to the ordering page. He immediately received the link, immediately clicked it, and immediately realized the link was broken. He clicked over and over again, and it was broken over and over again.

Hurry Up and Wait

Well, the restaurant was only open for about 2 weeks, so he assumed they might not have gotten all of their technology together, or maybe they were overwhelmed by people wanting to check out the restaurant. So, Floyd decided to drive and order in-person. He packed his patience just in case the place was bombarded with customers wanting to check out the new restaurant.

When he arrived, Floyd’s assumptions were confirmed.  The line was at least 30 people long, with 10 standing outside.  As his place in line finally got inside the front door, he noticed that the kiosks that were set up within the restaurant for ordering were offline. Everyone went to the same sole cashier to order.

Employees Shine!

But then Floyd noticed some other things, as well. Staff were constantly engaging the people in line. They were bringing the food to the patrons and calling them by name. They were periodically giving an overview about the unique qualities of the restaurant and the unique ingredients used in the recipes. It was highly engaging and made the time go by fast. Despite all the activity and stress on the workers, they were making the restaurant shine.

In the end, there was a 45-minute wait from when he first got in line to when he finally got his food. Floyd tasted the burger, and it was OK. He tasted the fries, and they were OK. He tasted the shake, and it was fantabulous!

The next day, Floyd, burger-lover that he is, reflected on his experience. The place was basically brand new, so their technology was down. The lines were excessively long – all that was understandable. The food was adequate, so this is probably not going to be a place he frequents. But it was interesting that despite all of the glitter of this being a famous chef’s restaurant and all of the hype about the quality of the ingredients, the best thing about the experience was the people he encountered – the energy and positivity of the employees despite slow processes, bad technology, and a product that was middle of the road.

Sometimes you are serving customers, and you’re not always serving them top quality products or merchandise. Sometimes you’re dealing with processes or technologies that bog you down or bogged the customers down. So sometimes, the best part of the experience, is you.

Even if the rest of the experience is not memorable in a good way, do your best to make sure that the memories of you are positive.

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Boost Customer Happiness – 7/9/24

Posted on July 9, 2024 in Customer Service Tip of the Week Please leave a comment

There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make it from scratch.  Sometimes it’s a success – it looks and tastes just like the original – and sometimes it’s not just like the original…it’s even better!

In customer service, it’s difficult to “make someone else happy,” so let’s consider this Reese’s Peanut Butter Cup approach.  Let’s reverse engineer customer happiness.

Think about times and situations where you see a happy customer.  What is happening in that moment?

When I see happy customers, I can usually tell customers are happy because they’re smiling or laughing.  When they’re smiling, they’re often talking to an employee who’s also smiling.  They’re engaging with an employee or others around them about some light topic.  It’s a conversation, not about issues or politics; it’s a conversation about a pet, the greeting card they’re buying, something interesting about the building, or something funny going on around them.

The customer had a need, and the employee showed them the exact right product to meet the exact right need.  The customer smiles.  There was an unexpected coupon or a special discount.  The customer’s eyes light up.

So, those happy customers are often a reflection of happy employees.  The happy customers are engaged in conversations.  The topics are lighter and less serious.  They are aware of their surroundings and notice the interesting aspects, or the employees are pointing out those sites or situations for the customers.  The customers have some unexpected positive, or the employee helps them to find the perfect answer to their question, the perfect solution to their issue.

While it’s tough to make other people happy, to create a little more happiness in your customers, just watch some happy customers.  See what’s making them smile or laugh or convey a little joy.

Then do a little reverse engineering to boost customer happiness.

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