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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

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

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Avoid the Greatest Tragedy in Customer Service – 8/28/18

Posted on August 28, 2018 in Customer Service Tip of the Week Please leave a comment


The greatest tragedy is indifference.

That statement is attributed to the American Red Cross, and it applies to the world of customer service as well. The first requirement for consistently great customer service is caring about those you’re serving, and caring and indifference are polar opposites.

It’s tough to be indifferent and do what’s best for the other person. It’s difficult to be indifferent and to understand the other’s situation. It’s a challenge to be indifferent and to anticipate the other’s needs.

The know nothings are less of a problem than the feel nothings.

The author of this quote is unknown, but it ties into the first quote. To care, to avoid indifference, it helps to feel for the other person. But not all of us are the emotional type; not all of us are “touchy feely.” So how do we convey we care, how do we avoid indifference, how do we deliver great customer service if we’re not big “feel” people?

Take a cognitive approach. Think of the opposite of indifference as “making a difference.” What can you do to make the other person’s day easier? What one thing can you do to make them more comfortable? What one question can you ask to find out what’s most important to them? What can you do to move them one step closer to a goal? What one thing can you tell them that will make a process more clear or make them a little more confident?

To avoid indifference, think of that one little extra you can provide.

Avoid the perception of indifference by making a difference.

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Unleash Your Persuasiveness – 7/31/18

Posted on July 31, 2018 in Customer Service Tip of the Week Please leave a comment


Sometimes the facts are not enough. The customer is irate, or they don’t like the alternative you’re suggesting. You need them to do something, and they want you to do it. They need to do options A or B, and they want to select imaginary option Z.

You need to persuade them so that the right choice or a reasonable choice or the best choice for them is the one they select. So how do you unleash your persuasiveness?

Here are four (4) key points of consideration:

  • Identify what’s in it for them, or how it would benefit them. Then reference this in the conversation. The customer is more easily persuaded to take a certain action if they understand the benefit to them of taking that action. Instead of purely understanding what needs to be done and understanding why it’s beneficial to you or your organization, use a little empathy to understand what’s in it for them.
  • Model positive behaviors – nods, eye contact, smiles. Persuasion is not just about the words you use. Persuasion is something where they are feeling the positive energy associated with the option you’re promoting. They feel the confidence that you have not only in what you say but how you’re saying it. They feel a level of sincerity in the message you’re sending. You do this with your body language and tone of voice as much as you do it with your words.
  • Build their confidence by sharing successful experiences in a simple/relatable way. Let them know you’ve done this successfully with others. Oftentimes, customers come into situations with one solution in mind, and if that solution is not the one you’re suggesting, they need to be able to envision a successful outcome clearly like they’ve already envisioned that outcome using their own solution. So talk about other customers that have successfully utilized this option; talk about clients similar to them where this has worked well. Keep it simple, and make sure they can relate to the examples of success you provide.
  • Uncover their concerns with the potential solution/alternative. In the end, what you’re really doing is overcoming their fears and concerns about the option that you’re providing. So ask them why they would prefer a certain option. Ask them what in particular is causing them to hesitate about selecting a particular alternative. The more you can uncover the specific concerns, the better you can address them.

 

Unleash your innate persuasiveness!

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Change Your Style on the Fly – 5/22/18

Posted on May 22, 2018 in Customer Service Tip of the Week Please leave a comment


I was talking to a client recently, and we discussed the importance of relationship-building in their position. So I asked, “How do you develop a relationship?”

The client offered several points, one in particular piqued my interest – she said: “I have to understand how I communicate, and I have to be open to communicating differently.”

Essentially, she conveyed that she had to be self-aware, and she had to be willing and able to tweak her communication style to best work with the customer.

Being able to recognize what works with each client, knowing how to change, and being willing to change your style of communication based on the situation or the individual involved is a high-level customer service skill.

You have to know when to slow down your pace of talk based on how the other person prefers to communicate and how well they are understanding what you’re saying. You have to know when to sit or stand, lean-in or sit back based on what makes them more comfortable or builds their confidence.

You have to be willing to pick up a phone and call somebody even though you prefer e-mail, or be willing to meet with someone even though you prefer not to make the drive. Sometimes they want to text even though you have an aversion to doing that in business.

This is not to say we have to change who we are in any way. This is to say that if we want to deliver a great experience and build relationships, we have to understand each unique customer and what about their experience with us builds their comfort and confidence level. And since some of those experiential characteristics are communication-related on our part, we need to make the refinements necessary to build that client relationship.

Learn when and how to change your style on the fly.

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