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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

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

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Same Product; 2 Totally Different Customer Experiences – 12/15/15 TOW

Posted on December 15, 2015 in Customer Service Tip of the Week Please leave a comment


Debra’s home heating unit went out in the dead of winter – LOUSY timing! But it was an 18 year old unit, so it was definitely…well, time.

Two vendors came the next day to give an estimate. Al’s ACME Repair (the name has been changed to protect the guilty) sent two salesmen who spent 15 minutes in the house. They walked around, noted how cold it was inside, took a few measurements, and looked at the old system. They then went back to their vehicle, spent 30 minutes writing up a quote. They gave Debra a quote with three lines of information on the unit type and cost, and they left.

A couple hours later, Jeff from Harvey’s HVAC House came to provide a quote. He spent 50 minutes with Debra, asked lots of questions, took pictures of the old unit, described the process for installation of the new unit, mentioned the experience of the installers, and offered to provide a quote via e-mail later that evening with multiple options for Debra to consider.

Her takeaway? If Jeff’s quote comes in anywhere near Al’s ACME Repair, she’s going with Jeff.

Jeff offered details on 3 options (Good, Better, Best), “Better” was right in line with the other company’s quote, and she went with Jeff.

True story – and truth in the lessons learned: Conveying patience, being inquisitive, educating the customer, building-up co-workers, and offering options are all vital to customer service success.

Be like Jeff – learn from the tale of the two talks.

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Narrate the Great Customer Experience – 12/8/15 TOW

Posted on December 8, 2015 in Customer Service Tip of the Week Please leave a comment


With several clients recently, we’ve led visioning workshops to define the great customer experience as well as their desired culture – so these are topics top-of-mind in many industries. The problem for many staff is that they either already think they deliver a great experience, or different people define the great customer experience differently. So even if there is a vision created, how is that vision clearly articulated to staff?

Occasionally part of the communication plan for a new customer experience vision involves developing a narrative. Consider having a customer experience vision such as “We strive to be the premier grocery store in the community, where the best items and greatest attitudes in our region are seen by the quality of our produce and the smile on our employees’ faces!”

Okay – so the grocery store wants good produce and employees to smile. So what, right?

Let’s now paint the picture with a narrative of the vision that conveys what the customer may experience at checkout (read this as if you’re a customer):

It was the usual superb Grocers Unlimited experience. After hitting just those aisles where I knew they had the product I needed, I went to the register to check out. There was only one person ahead of me, and the cashier welcomed me to her area. She looked as though she had been having a great day, joking with the customer ahead of me about the local sports teams.

When it arrived for my turn to check out, bonus card in hand, the clerk again said hello and asked if she could scan my bonus card. She asked if I’d like her to hold onto my coupons until she was done.

The baggers had been flowing very consistently between the different registers to help. It didn’t seem like any cashier had to do his/her own bagging for an entire set of groceries.

Since I was in a talkative mood, I asked her about the customer service award placards on the wall. “How do you earn an award, a 100% rating,” I asked. “You have a mystery shopper come in who is looking for you to address her appropriately, take care of her needs, and ensure she’s satisfied,” she replied. I asked if she tries to figure out who might be a mystery shopper so that she can earn the award. The cashier said, “No. I try to treat everybody, my customer, my co-worker, my team leader like I would want a family member treated. As long as I keep that attitude, when the mystery shopper comes, I’ll get the reward.”

This short narrative about a two-minute transaction addresses many things – attitude, body language, customer engagement, employee knowledge, teamwork, employees who know their roles, proactivity, and efficient processes.

When you define your customer experience, narrate the story to be clear to others what’s expected.

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To Dream the Impossible Dream – 12/1/15 TOW

Posted on December 1, 2015 in Customer Service Tip of the Week Please leave a comment


Anybody a Frank Sinatra fan? The song “To Dream the Impossible Dream” was a hit for him, and the lyrics as well as the build-to-a-crescendo music can send chills down your spine. It can inspire. It can make you believe you can do what may not seem possible…to run where the brave dare not go…to right the unrightable wrong…to reach the unreachable star…or to teach someone how to be empathetic.

Okay, empathy was not in the lyrics, but when I’ve often stated that empathy is the most important characteristic for someone to have to be great at customer service, it begs the question “What do we do about employees who are not necessarily empathetic?”

After all – can you really teach empathy? Yes and no.

No, you can’t teach someone to have that natural tendency toward trying to understand others, to be able to readily see life through the eyes of those different from themselves.

But yes, you can teach the benefits of and need for empathy. You can teach the intellectual components of empathy. You can show what empathetic tone of voice and body language look like to others.

From the “intellectual components” perspective, empathy is conveyed – in part – by people who appropriately probe to learn about others. We can teach staff to say “Help me understand what happened” or “I want to learn about the background” or “Tell me about your situation.” Asking the questions helps to create the understanding by having that other person – the customer or co-worker – share their thoughts, perspective, opinions, feelings, background, and history.

You can convey empathy by stating your understanding of what the customer just stated. You can stop other activities, make the eye contact, nod periodically as the customer talks, and document what they said to show you’re listening, to remember what they said, and to convey you care.

Dream the impossible dream. Teach the tools that help staff to become more empathetic.

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