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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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Refresh, Rejuvenate, Refocus – 12/19/23

Posted on December 19, 2023 in Customer Service Tip of the Week Please leave a comment

It’s that time of year.  We’re going 100 miles an hour, and holiday time is upon us.  We not only have all the work to do, but we somehow have less time to do it.  We somehow have other things that are of competing interest, and even though those extra To Do’s are often wonderful things, the fact is that we have more to do.  We often have more stress.  We are getting pulled in multiple directions, many of which are not of our own choosing.

Wouldn’t it be great in times like this to just be able to take a break?!  Wouldn’t it be great to just invest in ourselves a little bit?

This is a customer service tip, but as you all know, I highly value folks who are in customer service, and I realize that you spend so much of your days doing things for others, that it’s easy to forget to do things for yourself.

So, let’s all do a brief exercise and see if we can conjure up any ideas that can be good for you, to help you refresh, rejuvenate, refocus.

Just Imagine…

Imagine that you had $200 given to you, but you could only spend it on yourself.  What would you spend it on to refresh yourself mentally, physically, spiritually, intellectually?  What could help you to become a better co-worker, person, or a representative to your clients?  What would refresh, rejuvenate, and refocus you?

What if you found yourself with 2 free hours in your day?  Even just for one day.  But you had to spend those 2 hours only on yourself.  Would you rest?  Would you watch some old shows or movies?  Would you work out or go for a run?  Maybe you would read or do something that stimulates you more than an old episode of Three’s Company.  It’s totally up to you.  What would refresh, rejuvenate, and refocus you?

What if you were told you need to eliminate (or at least spend less time on) 2 tasks or activities that you do most weeks at work?  What are the 2 things you’d eliminate because they provide little value to the company, the co-worker, or the customer?  What tasks would you stop that would actually refresh, rejuvenate, and refocus you?

Invest a little money or time on yourself. Take a couple items off your To Do List. Be intentional to refresh, rejuvenate, and refocus.

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It’s Not What You Did… – 12/12/23

Posted on December 12, 2023 in Customer Service Tip of the Week Please leave a comment

The statistic we have quoted a lot relating to customer retention is that 68% of lost business is due to perceived indifference. That means that about 2 out of every 3 customers were lost because the customer perceived that that company was indifferent to them.

It’s kind of an odd way to look at things. This statistic does not suggest that the company specifically did something to lose the customer.  This statistic can be interpreted to convey that it was what the company did not do that lost the customer.

So, let’s think about this as it relates to our individual roles…

The reason for the customer loss may not be the billing error as much as it is the LONG process to get the error rectified.

The reason for the customer loss may not be the content of the e-mail in response to the customer complaint; instead, the reason may be the lack of empathy conveyed in the company response.

The reason the customer decided to start buying the product elsewhere may not have been the callback from the company after the customer left a voice message with a question; the reason could be the fact that the customer call was not returned for a week after the message was left.

The reason they didn’t renew their annual membership wasn’t that the membership was a bad value. It’s just that the only time the organization contacted the customer was when the company was trying to sell the customer something.

When you think about how to better the customer experience, instead of always focusing on how to improve what’s currently done, consider what aspects of the experience lack urgency on behalf of the customer, lack empathy, lack responsiveness, or lack an intent to develop a relationship.

To improve retention, don’t always focus on what the company did.  Sometimes focus on what the company did not do.

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Talk Up Your Teammate – 12/5/23

Posted on December 5, 2023 in Customer Service Tip of the Week Please leave a comment

It happens all the time in business. The salesperson transitions the new customer to their service representative.  The nurse tells the patient about the doctor about to come into the room.  The gatekeeper tells the customer about the supervisor they’re about to transfer the customer to, in order to address an issue.

An employee is handing off the customer to a teammate.  At this point, the initial employee has a few options.  They can (1) Simply conduct the handoff, (2) Make the handoff with a little ambivalent or not-so-positive statement about their co-worker, or (3) Talk up their teammate in the handoff process.

We should strive to set our co-worker up for success.  We also want to deliver a great customer experience, one where we’re infusing positivity and building customer confidence.

So, let’s be intentional when we’re making that transition, discussing the co-worker about to enter the conversation, or transferring that call.  Let’s be intentional to infuse some positivity and confidence.

Our account holders love working with Jenny!  She’s very upbeat, is very responsive to requests or concerns, and she really enjoys getting to know our new customers.

Dr. Smith is excellent.  He asks about you, likes to listen and learn, and he’s cared for and helped patients in situations such as yours for over 20 years.

Julio’s definitely the best person to answer your question and help you resolve this issue.  I’ll let him know the details of the situation, and I’m sure he’ll ask you questions to confirm things.  He’s good at determining the cause of the issue, identifying a solution, and following through on his promise.

Part of delivering a great customer experience requires that we strive to be a great teammate.  And when we have to do those handoffs of the customer to a co-worker, be intentional about infusing some positivity and building customer confidence.

Talk Up Your Teammate.

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