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Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

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

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‘Got to’ v. ‘Get to’ – 3/7/17

Posted on March 7, 2017 in Customer Service Tip of the Week Please leave a comment


I was at a community collaborative meeting in Charlotte recently, where 100+ representatives of different organizations gathered. They were from local governmental, not-for-profit, and private businesses. Large and small organizations were represented…

As a part of a brief exercise, the meeting facilitator asked everyone to stand and to get into groups of 2-3. She asked them to tell the others in their group one thing that “they have GOT to do this week.” The conversations ensued, and after 4-5 minutes, the facilitator wrapped them up.

Then she asked them to tell the others in their group one thing that “they GET to do this week.” The conversations began, and the energy in the room (and volume!) picked up dramatically.

It was an interesting exercise as a participant and observer. There was a general sense of stress or worry in the first conversation. In the second conversation, there was more laughter, more noise, more smiles, more positive body language.

In a few cases the “Got to” matched the “Get to.” For those people, it’s especially positive to them that what they’ve GOT to do this week is also something that jazzes them and excites them – it’s also something they GET to do.

It’s great if you’re in a job where your “Got to’s” are naturally “Get to’s”, but if you’re not in that situation (or at least you don’t think you’re in that situation), consider a mindset shift.

Instead of “I’ve GOT to talk to this griping customer,” it’s “I GET to bring some sunshine into this person’s day.”

Instead of “I’ve GOT to deal with all these impatient family members waiting at the hospital,” it’s “I GET to offer some comfort and confidence to others.”

What are your “GOT to’s?” Find ways to look at them positively. Find ways to make them “GET to’s.”

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Do They Feel That You Care? – 2/28/17

Posted on February 28, 2017 in Customer Service Tip of the Week Please leave a comment


Let’s first start by stating the obvious – you can’t control how others feel. Many of us have trouble at times controlling (or even understanding) our OWN feelings.

So what’s up with the title of this Tip of the Week?

I was watching a video created by one of my clients, highlighting a staff person known for her great customer service.

One of her points was telling. A goal she has in every interaction with anyone (customer, co-worker, vendor – anyone) is that they feel that she cares.

She is answering their question. She’s researching their bill. She’s addressing their complaint. Maybe she’s briefly chatting with them in the hallway. She could be in a meeting with them. Possibly she’s the presenter at the meeting.

No matter what she’s doing – she consciously thinks “I want this person to feel that I care.” WOW!

She knowingly can’t control their feelings, but she has a desire for people to feel that she cares.

I do something similar that I’ve written about previously; while I’m speaking to someone, I often think to myself “this is the most important person in the world to me at this moment.”

It’s amazing what that conscious thought does naturally to your level of patience, your focus, your eyes and expressions, the words you decide to use, and the tone of voice that comes through your lips. But I’m not consistent like this person. She’s an all-the-time person.

Why does she try to do this 100% of the time? Maybe she figures that if she tries 100% of the time, she may succeed 80% – and that’s pretty awesome! Maybe she does it because it aligns to her personal values. Maybe she wants to feel cared for, and this is her way of providing what she wants to receive. Maybe she wants to make the (working) world a little better place.

Whatever her reason, let’s try it ourselves. No matter what action you’re taking with or for someone else, tell yourself “I want this person to feel that I care.”

See if it changes the dynamic of the conversation. See if it changes THEIR attitude. See if it changes YOUR day.

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Set (Customer Service) Standards for Yourself – 2/21/17

Posted on February 21, 2017 in Customer Service Tip of the Week Please leave a comment


A recent article noted that a European home builder lost millions of dollars in 2016 because their Customer Service Standards declined.

So that begs the question – What are Customer Service Standards?

In short, they are the bare minimum that a customer should expect when interacting with a company. The bare minimum in terms of quality, timeliness, employee knowledge, attitudes, and responsiveness.

We help many organizations develop and implement these standards because they understand it’s a risk to leave customer service up to the individual employee’s expectations of what they should deliver or the individual department’s or business line’s understanding of what is great customer service.

For great customer service to be delivered CONSISTENTLY and in a manner that aligns with organizational values and business goals, it has to be defined. The Standards create clarity for how that definition looks/feels on a daily basis.

But Standards aren’t just for the organization to define in order to set expectations, individual employees should also set high standards of what they expect of themselves.

So what do you expect of yourself? At every “Moment of Truth” with each customer you encounter or co-worker you serve, what experience should you provide? What level of care for others do you expect yourself to convey? What should “respect” look like when you deliver it to others? How do you expect yourself to act with others so that they feel valued and their need seems important?

Companies should set Customer Service Standards to be crystal clear of their expectations and to help create some consistency in the customer service provided throughout their organizations.

Make sure you’re setting standards for yourself, too.

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