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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

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

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2014 Holiday Poem – 12/23/14 TOW

Posted on December 23, 2014 in Customer Service Tip of the Week Please leave a comment


Reflect and renew.
Have patience and progress.
Consider and compliment.
Collaborate for success.

At this time of year, you have a unique opportunity.
You get away from work for a moment or two.
And how you spend that time and what you learn,
Can impact the mindset and actions taken by you.

Think back on the year, and fill yourself with good.
Renew your commitment to your family, friends, and your values, too.

Don’t rush through the day or past people or through roles.
Take time to do it right, move forward toward your goals.

Know your impacts on others, and think about their needs.
With each show of appreciation, you’re planting positive seeds.

Find opportunities to work with others, on dreams that are new.
Openly share your gifts and talents, as you encourage them to do.

As the holidays approach, look around and take your time.
There’s nature and friendships and relationships intertwined.
There’s support and care and situations to shine.
There are people out there needing you – you just have to seek and find.

Enjoy this week, and get ready for next year,
By appreciating each breath and those you hold near.

Happy Holidays, and Merry Christmas, too!

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The Customer Service Wreck that Wasn’t – 12/16/14 TOW

Posted on December 16, 2014 in Customer Service Tip of the Week Please leave a comment


The car was at the dealership, sitting in the parking lot waiting to have the front-end aligned. Nobody was in the car, so the car was minding its own business, drinking in the midday sun. Then an 18-wheeler came by and side-swiped it, making one long dentscrape (my new word) down the entire passenger side of the car.

Now I could regale you with everything that went wrong from that point forward at the dealership (since the dentscrape happened to MY car). Instead, I’ll tell you a quick and positive story about something interesting that the body shop does for customers. FYI – This GOOD body shop is NOT the dealer’s body shop.

There were several selling points about the good body shop, including great reviews online, multiple before/after picture examples, convenience, and great interactions with the staff when trying to understand the repair and insurance processes. The one selling point I’d like to focus on is this – they take pictures.

Every evening they take pictures of the car and post them to the web to a URL only given to that particular car owner. Therefore, every night I can check on my baby (er…car) and see the progress made. This may sound like a little thing, but look at what it does:

  • First, it’s a touch point, so the company is in contact with the customer daily – keeping the relationship warm and the dialogue ongoing.
  • Second, the touch point is initiated by the customer (clicking on the URL with curiosity about their car), so there’s little labor involved in the touch.
  • Third, the openness of sharing photos builds trust in the process.
  • Fourth, there’s a comfort that’s imparted to the customer since there’s little fear of the unknown (the progress is made known through the pictures).
  • Fifth, the customer becomes confident because improvements are viewed, and the end point (the new-looking body of the car) becomes more clear over time.

Assuming you don’t work in a body shop, here are the lessons learned. Make it easy for the customer to know what’s going on with the project, service, issue, or product. Offer a “self-service” option to getting updates. Be open with progress and the process in order to build trust and comfort, and give them communications that paint a picture of success.

Show them the pictures that paint the story of success.

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How to Evaluate Yourself (Done v. Accomplishments) – 12/9/14 TOW

Posted on December 9, 2014 in Customer Service Tip of the Week Please leave a comment


How do you evaluate yourself? Too often in my work life (and sometimes, personal life), I’ve tended to evaluate myself based on what I’ve “Done.” I completed that project. I responded to those calls quickly. I sent that analysis out on time. I gave a speech to “X” number of people.

There are two issues with evaluating yourself in this manner. First – and it’s obvious – there’s a lot of “I” involved in those statements. They’re focused on self. Second, focusing on what you’ve “Done” focuses almost purely on production. It makes your evaluation all about the widgets you produced.

We need to evaluate ourselves to confirm we’re on the right path and identify where we need to improve, but we must do the evaluation the right way.

Base your evaluation on “Accomplishments.” This is different. First, in the world of customer service, your Accomplishments are the success you enable for others. By definition, customer service says that you’re serving the customer (or client, partner, stakeholder, fan, patient, account – whatever term you choose). Evaluating our success based on the impact we have on others forces us to KNOW THE IMPACT we have on others.

Second, it forces us to focus more on the quality of what we do, how we do it, and the outcomes we provide than on the task itself. You enable them to “enjoy a product,” to “relieve stress,” to have a “better quality of life,” to become “more successful.” Accomplishments are more outcomes-driven than the “Done” mentality of a focus on tasks.

When you evaluate whether you’re great at customer service, first think about your customers and the outcomes they desire. What are their goals, needs, and wants? Then think about whether you impact their desired outcomes.

When evaluating yourself, focus on what you Accomplish for others.

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