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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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Be the Good Doctor – 6/20/23

Posted on June 20, 2023 in Customer Service Tip of the Week Please leave a comment

Ginny liked the interaction with her doctor.  She enjoyed chatting with him.  Ginny was a grandma, had been dealing with doctors all her life, and some of the interactions and experiences were better than others.

Was this doctor experienced?  Yes.  Was he intelligent?  Yes.  Was he knowledgeable of what she was going through and the potential remedies?  Again, yes.

So, when Ginny talked about why she liked the doctor so much, she could have described those different attributes.  Instead, she described his openness as the reason she enjoyed him so much.  He was as willing to convey what he didn’t yet know as well as what he did know.  He was willing to ask questions to learn more.  He was willing to listen to what Ginny said.

Your customers are often in a similar situation to Ginny when they’re dealing with you.  You are like the doctor.  Compared to the customer, you’re far more knowledgeable about issues, symptoms of problems, remedies.  You’re much more knowledgeable about the options and the pros and cons of each.  You have a lot more experience in dealing with particular situations, as well.

But oftentimes when customers appreciate you, only part of the appreciation results from the quality of the information and guidance you provide.  The rest of what may cause them to appreciate you is how open you are to ask questions, how open you are to admit what you don’t know and what additional information you need.  They may appreciate you because of your willingness to listen and be patient with them, even though you’re 95% certain that you know the best course of action in their situation.

The next time you’re working with a customer and trying to determine the best way to address their issue or goal, convey the openness of Ginny’s physician.

Be the Good Doctor.

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Trust-building in the Moment – 6/13/23

Posted on June 13, 2023 in Customer Service Tip of the Week Please leave a comment

The customer is often the ultimate supplier of the information we need to help them.  So, we want customers to be open with us, to share their feelings, goals, issues, perceptions.

Building trust is a long-term enterprise, but many of us don’t have much time with the customer.  However, we still need the customers to be open enough to share with us so that we can be most effective in helping them.  Here are some keys to building trust in those short but important moments of truth…

Speak to what they’ve said.  The most important action is listening – asking the questions to get the information we need.  Most of the keys below are about what we say or what we convey, but it all starts with what we hear.

Speak with intent.  We need to be intentional about what we say.  Tossing in unclear words or commitments, having a tone that lacks confidence, making promises or sharing stories that don’t relate to what the customer conveyed can cause the customer to lose our main point.  It can cause them to think they haven’t been heard; they can lose confidence and trust.

Note what you can do by illustrating what you have done.  For customers to have faith that we can help, tell them what we can do, but it strengthens the story to tell them what we have done with others.  If we can illustrate a potential resolution that will be done for them by noting similar action taken for somebody else, it helps to build their trust and confidence.

Be open to engender openness.  If we want them to be open, we need to be open.  It’s hard to get somebody to share if they don’t feel like we’re willing to do likewise.  So, if you have questions that you need answered on their behalf, tell them that you need to investigate.  If you’re not 100% certain of the best option, tell them, and also let them know what you’re going to do to close that confidence gap.

Do what you said you will do.  Finally, so many of us judge trust based on whether or not the person did what they said they’d do.  This requires three things.  First, be clear with them on what we promised. This may include sending them follow-up messages to reinforce what we have verbally stated.  Second – obviously – do what we said we would do.  Third, tell them what we did.  Action is only as strong as the customer’s recognition that the action we promised actually occurred.

Tap into these 5 keys to build trust in that moment of truth.

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WOW with Welcoming – 6/6/23

Posted on June 6, 2023 in Customer Service Tip of the Week Please leave a comment

Individuals, organizations, and even communities today seem to be more overtly focused on being welcoming to others.  In customer service, being welcoming is a key to a great first impression.  But what does it mean to be welcoming?

We defined Welcoming in one of our February Tips as:  Proactively engaging others in a natural, enthusiastic, and attentive manner.  Convey the energy, active nature, and positivity that we hope to see from our customers.

There’s so much in here that is not in the typical encounter with businesses today.  And since we call “WOW Moments” Unexpected Positive Events, then being an individual who is welcoming can lead to a lot of WOWs!

If you proactively engage others upon their entry, you’ll be doing something that most businesses do not.  You notice people and reach out to them first, taking the monkey off their back by your being the one to initiate the conversation.  If you’re enthusiastic and attentive, you’re going to exceed the experiences that customers have in other organizations, which too often seem ambivalent and distracted.

If you have energy and movement, that sense of action and engagement will often be transferred to the customer.  If you are positive, then your nature will be far different, far more enjoyable than most of what people experience in much of social media, if not life, in general.  And oftentimes, customers will reflect your energy and positivity with their own upbeat reactions.

Create Unexpected Positive Events in how you start your encounter with the customer.

WOW with Welcoming.

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