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See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

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Better Customer Service through Better Teamwork – 7/8/25

Posted on July 8, 2025 in Customer Service Tip of the Week Please leave a comment

We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a great handoff look like?

When one division or one person hands off the ball (a need, request, issue) to someone else, the handoff includes details about the customer, the situation, and contact information on the customer.  If anything has been done or next steps have been communicated to the customer, the handoff communication conveys that information, as well.

In addition, one great thing to see in internal handoffs is the message that the employee who is the recipient of the ball conveys back to his or her co-worker:

  • Got it!  We’re reaching out to them this afternoon.
  • Thank you!  We’re going to have one of our account reps call them back within the hour.
  • We’re familiar with this customer and their situation.  This additional information helps.  We’re on it!

 
And next-level internal communications even involve the recipient of the handoff closing the loop with their co-worker after there’s resolution:

  • Just sending you a quick message to let you know we were able to resolve that issue with Mr. Smith.  Thanks for the heads up!
  • We got in touch with Mrs. Jones late yesterday and answered her questions.  Just keeping you in the loop.
  • Had a great talk with the customer that you referred to us yesterday.  We have a game plan moving forward.  Thanks for the quick call and request for support!

 
Customer service is not always about how one employee handles one customer.  It’s often about how a team works together – professionally and positively in a responsive manner – on behalf of that customer.

Be a great teammate to provide great customer service.

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Imitate to Improve – 6/3/25

Posted on June 3, 2025 in Customer Service Tip of the Week Please leave a comment

Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate.

Wilde’s statement essentially means that it’s a form of praise to imitate the actions or words or approach of someone else.

In business, we call that identifying and applying best practices.

For an individual in customer service, we can apply this “imitation approach” to our work, as well.

Do you have a co-worker who handles themselves in a way that you consider exceptional?  Maybe it’s in difficult situations or with difficult people.  Potentially it’s just how they answer the phone or how their attitude maintains positivity or open-mindedness throughout the day.

*** Identify specifically what they do, potentially ask them about their attribute, and try to apply that best practice.

Have you ever been a customer that’s been served by an employee, and you thought: “Now THAT was excellent customer service!”  Or… “that person is really, really good at their job.”  Or… “that individual must love what they do!”

What about that employee made you feel like they were delivering excellent customer service, made you feel like they were good at their job, made you sense that they must love what they do?

*** Again, identify that attribute, and apply it in how you engage and interact with others.

“Flatter” others by imitating their best practices.

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Avoid the Unfriendly Ghost – 3/25/25

Posted on March 25, 2025 in Customer Service Tip of the Week Please leave a comment

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; either way, here are some examples of action or inaction to avoid:

  1. Excluding Etiquette
  • Not stating your name or department when answering the phone.
  • Putting someone on hold without asking permission or stating how long it will be.
  • Not showing appreciation or not saying “thank you” at the end of a transaction.

 

  1. Ghosting the Customer
  • Not responding to e-mails or voicemails within 24 hours or less.
  • Not following through on next steps promised during a conversation.

 

  1. Blaming Others
  • Responding to a complaint without apologizing for the company’s mistake.
  • Blaming a co-worker or the customer for an issue.

 

  1. Focusing on the Phone
  • Making better eye contact with your device than with your customer.
  • Viewing e-mails as texts (instead of as a professional business correspondence); sending messages without using their name or yours.

 
To satisfy the customers, avoid the dissatisfiers.

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