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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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Educate Forward – 9/17/13 TOW

Posted on September 17, 2013 in Customer Service Tip of the Week Please leave a comment

When Bill brought his daughter Jenna to tumbling, it was for a make-up class. Jenna didn’t take a couple classes during the summer that they’d paid for, and Bill’s wife mentioned that there were a couple make-up classes available.

So Bill walked up to the window to ask the receptionist if Jenna could use one of her make-up classes that evening. The receptionist, Rebecca, asked if they had called or e-mailed in advance to confirm Jenna could drop-in for a class, and Bill responded “uh. . .no. . .sorry.”

This is when the customer service aspect of the experience got really, really. . .great!

This was a situation where the customer was wrong; the policy was for the customer to call ahead if he wanted to use one of the make-up classes just to ensure there was going to be space available in the class. The customer didn’t do that, but what made the service great was that Rebecca conveyed that she hoped there was space in the class. Rebecca didn’t criticize the customer for not calling ahead, but she did educate the customer forward about how he needed to do things differently in the future. She still smiled, had a positive attitude, walked out of the area to go check with the instructor to ask about availability in the class for Jenna, and came back with excitement when the answer was “Yes.”

Sometimes the customer is wrong. But that doesn’t mean our attitude needs to go negative. Sometimes we can correct the customer (“educate forward” is the term I use), and do it so professionally that the customer walks away happy.

When the customer is wrong, don’t let your attitude tumble.


Brilliance Among Mediocrity – 9/10/13 TOW

Posted on September 10, 2013 in Customer Service Tip of the Week Please leave a comment

Jennifer was witnessing a horrible customer experience first-hand – she was at the Department of Motor Vehicles. Luckily she’s at the point where she only has to go to the DMV every 8 years, but when she does go, her expectations for timeliness, attitudes, process, facility – everything – drop.

After waiting in line for 45 minutes and now having finally entered the office, Jennifer was in shock. Now remember that her expectations were rock bottom, so could the experience be worse than even she anticipated?

Sure the waits were horrible; the stark room with a barely functioning television and hard metal chairs were pretty lousy, too. The employees with the glazed stares or the monotone voices didn’t impress either. But the shock wasn’t the result of any of that; the shock was that amidst all the mediocrity, Jennifer saw a flash of brilliance. It was like a light – literally – like there was a brighter light around one person. Her name was Marie.

Marie was a DMV staffer who was administering a test, and Jennifer noted that Marie smiled ear-to-ear almost non-stop. She stood and introduced herself every time someone walked up to her work station to take a test. Her voice made her sound excited to see the customer. Marie even sounded encouraging during the test (“I hope this goes well for you” and “I’m sure you’ll do fine” and “You did great!” after the test was done).

It was as if Disney had transported one of its cast members to Jennifer’s DMV, but Marie was real, and she was sincere. Maybe Marie stood out because she was in the midst of mediocre customer service, or maybe she stood out because she conveyed she cared about the person. She did the same task as the co-workers sitting around her, but she did it in such a way that most of her customers smiled as they left. Most of her customers seemed to have more energy. Most of her customers fed off her positive nature.

We all do tasks, but no matter how good we are at those activities, we can always bring brilliance to the interaction with our customers.

Be brilliant, and watch your brilliance get reflected from your customers.


Provide More Than the Truth – 9/3/13 TOW

Posted on September 3, 2013 in Customer Service Tip of the Week Please leave a comment

Every year Customer Service Solutions custom-designs and delivers customer service training, and when I’m facilitating classes, I find myself saying a certain phrase more and more – “That’s true, but is that helpful?”

Usually we end up discussing this when we talk about how to deal with customer complaints, anxious customers, or the irate customer. Too often, we make these situations worse for the customer and ourselves when we simply make true statements such as “No, you can’t do that” or “That’s against policy” or “I don’t know” or “That’s not my job.” Each of these statements is often true, but it’s also NOT helpful.

If the customer “can’t do that,” what CAN they do? What’s an alternative?

If it’s against policy, then how can a customer achieve their end-goal by doing something within the policy?

If you don’t know, then who does know? How can you ensure a strong handoff to the other employee?

If that’s not your job, then whose responsibility is it?

Great customer service requires far more than being reactive, answering questions, and telling the truth – particularly in situations where you’re saying “No,” facing a complaint, dealing with a misdirected customer, or addressing emotions.

Go beyond the truth to always think of the next step. When customers feel like no options exist, like their idea won’t work, like they can’t be helped, then that’s when the anxiety rolls in; that’s when they feel like they lose control; that’s when anger and upset rise.

The next time you have to provide the response they don’t want, don’t stop the conversation. Lead them to a next step.

Provide more than the truth; be helpful.


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