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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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Adopt the Practice of Proactive – 4/1/14 TOW

Posted on April 1, 2014 in Customer Service Tip of the Week Please leave a comment


Proactive – I use the word all the time (maybe too much). I sometimes use it so much that I’m assuming everyone defines it similar to how I do, and I wonder how we really apply the concept.

I define “Proactive” as initiating an action or a sharing of information. In the world of customer service, the initiation is done to benefit the customer. We’re not waiting for the customer to call or come in, to request or complain, to ask or convey. We’re taking the monkey off their back by starting the conversation and providing the solution, without even being asked.

If your way of looking at Proactive is different, let me know, but for the rest of this Tip, let’s use that definition to address how we really apply being “Proactive.”

The main question I’d like you ask yourself is this, “About WHAT could I be proactive?” Remember, we’re not reacting and responding; we’re identifying and acting. So what can you identify that you can act on?

For example, what issues are cropping up internally in your organization that you KNOW will impact your customer? How can you communicate those issues and solutions to customers? Maybe you’re part of a government entity, and you know that some tax refunds are going to be released later than anticipated. You work in a doctor’s office, and you just determined that a physician will be out of the office, and his patients scheduled for that day will now be seen by a nurse practitioner instead.

Think about the issues that you uncover which could impact customers; then don’t wait for them to find out on their own and come at you with the complaint and the emotion; be Proactive.

What new products, policies, procedures, processes, or people are coming up that will impact your customer? How can you tell them about it? You could be a pro sports team whose most experienced account representative left, and now his account holders will all have a new point person. You’re the school modifying the proof of residency documentation requirements for student placement. Maybe you work in a bank, and you just found out that fees are going up for certain types of accounts.

Think about the needs the customer has which will be impacted by changes in your people or internal operations; don’t wait for them to come in with one expectation and get something totally different; be Proactive.

Take a few minutes and identify the issues and needs you know today that the customer will find out tomorrow.

Adopt the Practice of Proactive.

 


Anatomy of a DMV Experience – 3/25/14 TOW

Posted on March 25, 2014 in Customer Service Tip of the Week Please leave a comment


The Department of Motor Vehicles (DMV) employee was very nice and patient with me on the phone. I’m sure that any supervisor that was listening in on the call would give the representative good marks for addressing my need and thanking me for my call.

But it was a horrible experience. Why?

As Paul Harvey would say, “Here’s the rest of the story.”

A friend had just recently received a car from a relative, and it had a 10-day temporary authorization to drive without an inspection. Prior to getting the car inspected, my friend unexpectedly got very sick (she is well now, thank goodness), and my friend was afraid that she’d miss the deadline to get an inspection. So she asked that I call to see if she could get an extension:

  • Call #1 – I went to the State DMV website and didn’t find the answer, but I did find a phone number to call. The recorded message asked me to wait and gave no specific expected time for the call to be answered. I waited on hold for 10 minutes and then hung up.
  • Call #2 – I called a local DMV office (let’s call this Office “A”); after 8 rings, it started to buzz like a fax machine; I hung up.
  • Call #3 – I called another local DMV office (let’s call this Office “B”); it rang busy.
  • Call #4 – I called a 3rd local DMV office (let’s call this Office “C”); there was a pleasant message noting whether they would accept payments; they suggested I press “0” for Operator; so I pressed 0 and got a busy signal.
  • Call #5 – I called Office “C” back a few minutes later, thinking that maybe they didn’t have a call queue; after the pleasant message, I pressed 0 and got a busy signal.
  • Call #6 – I called Office “B,” hoping that it too just was overloaded and maybe didn’t have a call queue; it rang busy again.
  • Call #7 – I called Office “A,” and – again – after 8 rings, it started to buzz like a fax machine; I hung up again.
  • Call #8 – I called the State DMV again, and – after 14 minutes – the representative picked up the call as I noted at the beginning of this Tip.

We cannot assume that because one conversation went right on the phone that the customer had a great experience. For all we know, the customer may have had 7 bad experiences before that one conversation that went right.

If this was a private business, I wouldn’t have called 8 times; I would have gone to a competitor, and just like the DMV, they never would have known why.

Mystery Shop your services, or ask the customer about their experience. Never assume that because one moment-of-truth went right that the overall experience worked for the customer.

Know what you’re missing about the full customer experience.

 


Motivate Yourself? – 3/18/14 TOW

Posted on March 17, 2014 in Customer Service Tip of the Week 2 Comments


How often have you heard the expression “self-motivated?” It’s usually used to describe others such as “That job applicant is obviously NOT self-motivated” or “Joe needs to be more self-motivated.”

So what exactly are these (typically) managers saying when they lament a lack of self-motivation in others? It’s usually that they don’t know how to motivate someone, and it’s frustrating to them. It could also be that they don’t want to have to motivate someone. They’d rather that employees motivate themselves.

“They get to keep their job – isn’t that motivation enough?!”

Well this Tip has a simple idea that will make those managers (the good ones and bad ones) happy. This advice will also help those of us who don’t get the outside motivation we need.

It’s simple – 3 Steps. Step #1: Make a Success List every day. This is what I do (and it works).

At the start of the day, get out a blank sheet of paper, and write “Successes” at the top. Then throughout the day, note a word or two to remind yourself of one of your accomplishments. Today, for example, I have 5 successes so far (I just write on my sheet what you see to the left of the hyphen below):

  • Bob Smith – The name of a client who said he’d be a reference for CSS for some pro sports mystery shopping work
  • Client X Mtg – A sales meeting I had this morning that went great
  • Article Published! – Notes an article that was published today
  • Great Interview – A helpful telephone interview with a client to share information in preparation for some upcoming training
  • Survey Launched – We launched a new survey today.

By the way, completing this Tip of the Week will be #6!

You don’t use the Success List as a rehash of your To Do’s. There may be some of that on there, but it’s basically your accomplishments – a customer conversation that went well, some kudos you received in an e-mail, some interest on a new project, some thank you that a customer provided, or a word of encouragement from a co-worker or supervisor. Maybe it’s the fact that your week is planned or you reduced the backlog of work. Maybe you went through an old file and purged some old documents.

Whatever it is, write it down.

Here’s Step #2 – Read it as the last thing you do before you go home.

And Step #3 – Read it again as the first thing you do to start the day.

Being self-motivated is a wonderful attribute, but not many of us – day in and day out – can do that without intent. Be intentional. Recognize your own successes. Pat yourself on the back – you deserve it!

Create your own daily “Success List.”

 


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