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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

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

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Tell Them the MOST Important Point – 8/16/16

Posted on August 16, 2016 in Customer Service Tip of the Week 1 Comment


I’m wordy. Brevity isn’t my gift. In high school, some of my sports teammates called me The Rambling Man.

I was once in a meeting at a hospital with a COO who asked my opinion on an important decision they were to make. I waxed eloquently about the pros and cons of each option, offering very sound, salient points. After a couple minutes of my wisdom, the COO responded “Therefore?”

“Oh!” I replied. “We should go with Option A.”

What the COO really wanted was my “Therefore,” but I was more focused on all the rationale that led up to my recommendation.

When you’re dealing with a customer, sometimes it’s easy to fall into the trap of providing so much background or detail in a situation that we forget to emphasize (or even say) WHY all that information is important and what specifically should be done.

Here’s another example: When we conduct mystery shopping engagements for clients, sometimes the shop consultants will ask the employee a question about a need or issue, and the employee rambles through 37 potential services without ever recommending something specific based on the specific customer’s need.

All these points (am I rambling again?) come down to the main point. Before you respond to the customer, ask yourself “What is the most important thing I could tell them?” or “What do THEY care about most?” or “What do I suggest happen in this situation?”

Ask yourself the key question to ensure you give them clearly, specifically, and succinctly what they need.

Remove the Rambling. Tell them the MOST Important Point.

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Consider Lack v. Lag – 9/8/15 TOW

Posted on September 8, 2015 in Customer Service Tip of the Week Please leave a comment


The assumption that we can make about an organization when we hear that there are “communication issues” is that there is a lack of communication. Management did not tell staff about changes. Certain departments are not communicating with other departments about what’s going on with customers. Co-workers are not communicating with each other about basic scheduling or day-to-day operational points.

And while the assumption that communication issues relate to a lack of communication is usually true, in many organizations the bigger issue with communications is the lag in communications.

The staff find out about policy or procedural changes, but the time they find out is when they’re given notice that they need to implement those changes. Without input into the decision to make the change or how the change would be implemented, and without knowing why the change is instituted, the employees are left with the responsibility of implementing something in a very short period of time without the benefit of planning it into their work schedule.

Sometimes the marketing department is rolling out some new messaging to their clients and prospective clients, and they share that information with the customer service area. But unfortunately they share that with the customer service area at the same time that they launch the messaging to the customers directly.

Employees schedule days off weeks in advance, or they take breaks. Although they do tell their co-worker, sometimes they tell them that they’re going to be off on Friday when it’s Thursday evening. Sometimes they mention that they’re taking a break as they are walking out the door.

The point is that it’s not only important to communicate, but it’s also important to think about the timeliness of communication and the impact of the timeliness on others. When you’re evaluating whether or not to share information with others, strongly also consider how soon you can convey that information.

Bring co-workers into the loop earlier to eliminate the lag in communications.

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