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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 Over/Under of Ted’s Talking – 2/14/17

Posted on February 14, 2017 in Customer Service Tip of the Week Please leave a comment


Ted was like many employees new to the world of customer service – great intentions creating great enthusiasm resulting in great big mistakes with the customer.

How?

The female customer asked a question (or Ted heard at least part of the question), and it triggered something in Ted’s mind. He knew the answer. He wanted to help, and BAM! He just started talking – fast and energetically. He verbally “ran over” the customer. Talking over her with his answers. He was delivering, but she was being taken aback. He thought of himself as helpful, but she thought of him as rude, not letting her finish, interrupting her in mid-sentence.

Sometimes Ted didn’t know the answer, but – again – he REALLY wanted to help. So with the customer talking, he’d turn to a co-worker and quietly start asking his more experienced peer some questions. Unfortunately, he wasn’t so quiet that the customer couldn’t hear that Ted was saying something. He was talking “under” the customer, not interrupting, per se, but talking to others while the customer was talking was coming off as rude – like the customer wasn’t worthy of Ted’s attention.

Over time, Ted was still the same energetic person as when he started, but he became more self-aware. When he would feel himself interrupting, he’d pause and say “Oh! I’m sorry. Please continue; this is really helpful.” And if he needed to ask a co-worker for guidance, he’d patiently wait for a pause from the customer, ask permission for a minute to investigate the right course of action to best help the customer, and he’d move the call to a hold.

Enthusiasm is a wonderful gift. Don’t quash it in yourself or others, but also don’t let the enthusiasm in conversations convey rudeness.

Learn the Lessons from Ted’s Talking.

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Avoid Hearing Only Complaints – 2/7/17

Posted on February 7, 2017 in Customer Service Tip of the Week Please leave a comment


I was meeting with a client’s leadership team recently, and we had some interesting conversations about how to measure customer satisfaction. While most in the room wanted to measure with – well…measures – one of the executives preferred to rely on subjective information – was she receiving complaints? Was she hearing from “Raving Fans” of her departments?

The problem that many in the room had to the subjective approach was this – her department was an internal service department. In other words, her department served employees, not the consumer. How many employees are going to go out of their way to rave about Human Resources? To pick up the phone and call the IT department to say “you guys are great!” To write a personal note to Finance singing their praises? The answer – not many. Few unsolicited praises come, but often unsolicited complaints can arise.

The group decided there needed to be a mix of the objective and subjective feedback. It was clear how to get to the objective feedback through surveys, but how do they get the subjective?

The answer is in the approach. When one relies on the “Unsolicited” feedback, you’ll tend to subject yourself to hearing mostly negatives, particularly if you’re an internal service department or an organization with some sort of regulatory function (like many local governments).

To get the subjective customer input, solicit. In the one-on-one contacts, ask “How was your experience in working with us today?” or “Did we address your need?” or “Did this visit meet your expectation?”

More strategically – as an organization – determine how to systematically get that subjective feedback. Hold routine customer focus groups. Have an advisory council of top customers. Have “coffee with our director” sessions. Hold the occasional customer Town Hall. Make rounds with customers for 1-on-1 meetings on a routine cycle.

Find ways to solicit the subjective feedback.

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Dealing with the Treasure Hunter – 1/10/17

Posted on January 10, 2017 in Customer Service Tip of the Week Please leave a comment


The customer is asking you question after question after question. They’re engaged and pleasant, but they’re turning what’s normally a 30 second quick talk into a 3-minute conversation.

It’s easy to get impatient with these customers because they’re taking up more of your time than normal. It’s easy to get frustrated because they’re firing question after question at you, and you have TONS of other work to do, so many other customers to serve.

What’s going on?

You’re dealing with the Process Customer. They want details. They want realistic expectations. They want the treasure map to their desired pot of gold.

To deal with these customers most effectively, consider them to be like a Treasure Hunter. They want the map. They want the clues. They want to know the potential pitfalls to avoid and the clearest path to take. It’s all about getting to the treasure, and they don’t want you to tell them just the next step. They want the map – with all its clues and paths and steps detailed.

Handle them this way. Tell them your understanding of their goal. Note the next steps, who will do what and by when. Give them a (process) map or a checklist of ALL the steps. Then confirm they understand the plan before you wrap up the conversation.

With these Treasure Hunters, you also have to be conscientious about telling them when steps have been accomplished, when action has occurred, when roadblocks have been encountered and overcome – in other words, be proactive with status updates.

So why are we handling these Treasure Hunters in this manner? Because the more you build their expectations with clarity and the more you build their comfort, then the more you’ll build their confidence.

And the more clear, comfortable, and confident they are, the less they’ll be contacting you and your co-workers repeatedly for updates, with questions, and with concerns.

When encountering a Process Customer, treat them like a Treasure Hunter.

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