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Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

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

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Keep it Simple in Complex Situations – 7/27/21

Posted on July 27, 2021 in Customer Service Tip of the Week Please leave a comment

Life involves making a series of decisions, and whenever serving customers or dealing with difficult issues, those decisions can become more challenging.

Part of what makes decisions difficult is that there are so many factors to consider:  People. Policies. Procedures. Places. Products. Processes. Personalities.

Who are the people involved?  What policies apply?  What are the procedures in this situation?  Where is this taking place?  What products are involved?  What process is the customer using?  What are the personalities of others…and yourself?

If we sat down and wrote a list of all the different factors that could be considered in our most challenging situations, we could probably come up with literally 100 different combinations of the factors I just referenced.  The situation could be extremely complex.

But complex situations can still involve quick or effective decisions.  It’s possible because you can narrow the focus of the decision.  You’re not necessarily making the situation more simple; instead you’re simply focusing on your key decisioning factors:  What are your priorities? What are your goals? What are your values?

As an example, I typically focus on what’s best for the customer, what’s best for our long-term relationship, and how I can help them succeed.  I strive to make decisions that convey they’re important, that show I’ve listened, and that share a feeling of respect for them as a person.  No matter the situation, if I’m guided by these considerations, the decision becomes much more clear.

If you are clear on what is most important in your decisioning process, then it’s easier for you to more quickly come to a decision.

The person could be your boss, co-worker, or a new customer.  The situation could take place on the phone, on the website, in your office, or in a storefront.  The other person could be flighty or fun, an optimist or a pessimist. But if you know your priorities, your goals, and your values, the decision will be much more clear more quickly.

How do you handle the conversation may be different; maybe the factors will apply in how you present or seek information, but your priorities and goals and values will help you narrow the focus of your decision-making process.

We can be presented with the complex.  But when we are presented with the complex, revisit your priorities, goals, and values to bring some simplicity to the decision-making process.

Use simplicity to address the complex.

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Customer Service Experts have a Presence – 7/20/21

Posted on July 20, 2021 in Customer Service Tip of the Week Please leave a comment

Standouts in the sports, entertainment, business, and political fields are sometimes said to have “an air about them.”  Unfortunately, that definition of air sometimes is perceived as an air of superiority or an air of condescension or something that doesn’t always have the most positive connotations.

Well, the greats in customer service have more of a presence than an air, and that presence is a presence of mind.  It’s a phrase we don’t hear as much about as we used to, but it’s all about being in-the-moment.  It is being able – based on the unique circumstances of this specific situation at this point in time – to know what to say or not to say.  It’s about knowing what to do or not to do. It’s about thinking of alternatives and options and resources, all while maintaining your emotions and helping to manage the customer’s emotions.

This is one of the most difficult things to do in customer service.  It’s being able to be agile in your approach at any given instance based on the situation.

Some people are really good at customer service, but if the circumstances go off script or require thinking out of the box, the conversation can go awry.  Maybe they have difficulty with the emotions or are hesitant to or unable to come up with the alternatives.

If you want to be GREAT at customer service, know your resources.  Know your co-workers.  Know your policies and procedures.  Know the alternatives and the options and the next steps you can share.  And above all, know your customers.  Ask enough questions so that you can head them in the direction that’s going to work for their unique instance.

To be great, cultivate your presence of mind by building your knowledge, adding to your service recovery toolkit, and practicing for the most difficult of situations so that those that are routinely tough are easier for you to navigate.

Cultivate your customer service presence of mind.

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It’s Not You, It’s Them – 7/13/21

Posted on July 13, 2021 in Customer Service Tip of the Week Please leave a comment

George Costanza – from the Seinfeld television sitcom – broke up with someone he was dating and told her “It’s not you, it’s me.”  It’s a famous line, and I’ve heard it used many times in humor, but I have a customer service twist on that comedic line.

It’s not you, it’s them.

If you’ve worked in a customer service role long enough, and by long enough I mean even just 3-6 months, you have probably dealt with the same complaint but in two totally different situations.  You could have Fred the customer walk into a store or call you on the phone, and there is a problem with his account.  He calmly describes the issue, and you deliver great service and work with him on a solution.

At some other point in time, Matt is the one who walks in; he’s the one who gets you on the phone.  Unfortunately, he has the exact same complaint about his account.  But instead of calmly describing the issue and working with you, he is ranting and raving!  He is blaming everyone under the stars, particularly you.  His tone is inflamed, and before you can even try to help him, you have to figure out how to calm him down and get the information you need to provide the support.

These are two different customers presenting the exact same issue.  One comes in calm, looking for resolution, and the other comes in like a raving lunatic.

Their negative emotion is not about you; it’s about them.  Even if the negative emotion is directed at you, it is about them.  Even if some of the pointed words are toward you, it is about them.

I’m not saying that the highly emotional complaining customers don’t have a right to complain.  Sure they do.  I’m not saying that the company is absolved of any responsibility for issues they cause.  Of course the company is responsible.

But what I am saying is that it’s much easier for us to handle these situations if we can handle our emotions…if we don’t get defensive…if we don’t take things so personally.  And one way we can do that is to realize that we have had customers with the same issue before who have been calm, have been rational, who have looked to work with us to a resolution.

And if we realize we have been blessed with these collaborative customers, then we can also realize that if somebody comes in with the same issue in a totally off-the-wall manner, their emotion is not our fault.

We should try to do whatever we can to help them and move the conversation forward and resolve the issue, and one of the best ways we can do that is to realize that the emotion is not about us.  It’s about them.

It’s Not You, It’s Them.

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