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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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The Empathy Roadmap – 2/27/24

Posted on February 27, 2024 in Customer Service Tip of the Week Please leave a comment

For some people, empathy comes naturally.  There’s an innate desire to learn about the other person and to sincerely convey that sense of interest and caring.  But for many of us, sometimes it helps to have a communication plan.  It helps to know what to do in order to help your customer or your co-worker truly understand how much you care.  It helps to have an Empathy Roadmap:

  • Ask for Information – It’s difficult to convey understanding unless you truly understand. Ask enough questions to understand what’s unique about the individual and their particular situation.  Simply assuming what they want can send you down the wrong service path.
  • Listen to What They Say and How They Say It – When they’re talking, be attentive – as if they’re the most important person in the world to you at that moment. Listen to their words and note their body language, expressions, gestures, and tone of voice.  Two customers can say “Are you ready for me, yet?” in two totally different tones, conveying two very different messages.
  • Learn Their Perspective – Their issue or need may be the same as 10 other customers you’ve helped, but what that issue means to them could be different. Seek to understand “the why” behind their issue – why it’s important to them, why it caused them to contact you, why they want it addressed.  Determine their unique “why.”
  • Confirm Your Understanding – One of the best ways to convey empathy is to restate your understanding of their need and situation to them. This suggests you cared enough to listen and understand.

 
Follow the empathy roadmap to help the customer feel like you truly care.

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“You’re the Boss” – 2/20/24

Posted on February 20, 2024 in Customer Service Tip of the Week Please leave a comment

Terrence is excellent at what he does.  From a technical standpoint, he knows how to keep the facility clean.  He’s the lead custodian, and he knows that keeping things straight does not necessarily mean keeping things sanitary.  He knows what chemicals to use and not to use, how to make sure the floors get cleaned and waxed properly.  He knows when to hit the bathrooms, when to address the office spaces.

Although Terrence works in an office setting, the way his company is structured, he actually reports to managers in the corporate housekeeping department in a different location.

He was meeting with his facility office manager one day, and she was making a special request.  He responded:  Sure thing!  You’re the boss.

When it comes to Terrence’s specific job, she is not the boss.  He directly reports to the person with the hiring/firing authority – the person in the corporate office.  Terrence knows this, but in his mind, he treats the office manager like she’s the boss, too.

She is the ultimate customer.  She is the one that is trying to manage this facility, create the kind of culture she’s searching for with the staff.  She’s the one that’s trying to help the business become even higher performing.

And Terrence understands that his job is to increase his customer’s likelihood of success.

To Terrence, it’s a mindset and an understanding that the customer, in the end, is the true boss.

Reflect on the mindset that you bring into conversations with the customers.  The customers are the ones that you are ultimately doing your work for, the ones that you are trying to help succeed, the ones to whom you’re trying to provide a great customer experience.

Foster a mindset that’s a motivator to deliver a great experience to the ultimate customer.

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Customer Understanding Leads to Relationship Growth – 2/13/24

Posted on February 13, 2024 in Customer Service Tip of the Week Please leave a comment

We’ve worked with educational organizations at all grade levels over the years.  One special and unique characteristic about the staff who work in these organizations is that there’s a clear intent to know about the students as individuals, to focus on them rather than purely focusing on what’s delivered to them.

It’s a good lesson for any business, any industry.  Whether you work in sports, local government, healthcare – if you’re going to have more than a 1-time transactional engagement with the customer, here are some lessons to learn from the education industry.

Our elementary and middle school clients make special efforts to get to know the students and their family situations.  What is happening to those students personally helps to understand how to deal with those students and their challenges, and identify what kind of a support system they need.

Our high school clients strive to uncover what students are trying to accomplish, and what that next step involves.  The high schools are trying to help the students grow while also preparing them for whatever that next place is in life.

Our Higher Ed clients engage the students to continue that development but also to help them plan for the future.  Not just that immediate next step, but getting them prepared to be productive members of society, and to set that long-term career track on the right path.

These educational clients understand the need to get to know their customers – their students – more individually. That requires of some that they really understand their personal situations, because that can inform how to engage them.  It also involves trying to understand the near-term goals, to see how to help them get to that very next step.  In other cases, it’s a matter of understanding their long-term goals or desires, so they can work on a plan to get from today to a future tomorrow.

When you’re thinking about relationship development with your clients, try to remember what impacted you in elementary school or middle school, your priorities and decisions to be made in high school, your goals and long-term vision in college or some other type of advanced training. Then, consider these lessons learned from the education industry.

Grow relationships by understanding your clients more personally, uncovering what they need, and helping to map out a plan for what they want for the future.

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