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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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How to Handle the Customer’s Error – 10/18/22

Posted on October 18, 2022 in Customer Service Tip of the Week Please leave a comment

Are all of your customers perfect?  Anyone?  Bueller?

Of course, customers are not perfect.  Neither are we, but let’s focus this Tip on what they do wrong and what we can do about it in a professional, positive, and productive manner:

  • When the customer isn’t clear, you respond: Is it OK if I ask you a couple of quick questions just to make sure I understand the situation?
  • When the customer doesn’t complete the form, you respond: To make sure we get this moving for you, I just wanted to get some additional information.
  • When the customer calls the wrong number, you respond: Since I’m not the best one to address that for you, let me get you in touch with the person who can help you.
  • When the customer goes to the wrong location, you respond: I’ll be happy to show you the best way to get to where you need to be.
  • When the customer leaves out some facts in a situation, you respond: Just to make sure I’m clear, I’m going to walk through my understanding of what we just discussed. Where they left out the facts, you ask: Now, what happened at this point?
  • When the customer gave you the wrong information, you respond: Unfortunately, I’m not able to pull up that account, but let’s try a different method.

 
Notice that we are avoiding blame.  We are using a lot of phraseology that deals with you, as the employee, gaining clarification or understanding.  We are not calling anything an error as much as we are using terms that convey we are making this as complete as possible, or getting the best person to address the need.  We are identifying what the issue is without noting who caused the issue.  We are often talking about why we are asking the question or talking about a particular topic.

When addressing the customer’s error, be professional, positive, and productive.

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Find a Connection Point – Part 2: Situational Connection – 10/4/22

Posted on October 4, 2022 in Customer Service Tip of the Week Please leave a comment

Last week we highlighted key topics to consider when you want to find Personal Connection Points with the customer.  Today, we’ll cover some key questions to ask to uncover information about today’s situation that you can use to establish a rapport with the customer.  This is Part 2 – Topics that create these connections About The Now:

About The Now

Whether you’re dealing with a new customer or an existing customer coming in upset, you can connect with the customer about what is going on today, right now.  Noted below are 3 categories of connection points that are more about today’s situation.

Environment – What’s the weather like outside?  Is the building pretty, clean, bright, or easy to navigate?  Are they using a mobile device or tablet or computer, and is that what you are using or could be using, as well?

Situation – Have you had other customers who’ve dealt with the situation they’re describing?  Have you personally dealt with a similar situation?  Are there lessons learned in those situations that you can share with them to paint a picture of next steps or final resolutions?

Goals – If you understand their goals, is there some way you can relate to their goals?  Do you understand why they want what they want?  I’m not asking do you agree with their goals; I’m just asking if you can understand and appreciate why they are seeking a particular solution?

Just like we noted in the Part 1 Tip last week, you could ask some of these questions, but it’s just as important to listen closely to what they convey, learning the specifics of what they share, so you can use that information to connect with them, to build rapport.

Find some Situational Connection Points.

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Find a Connection Point – Part 1: Personal Connection – 9/27/22

Posted on September 27, 2022 in Customer Service Tip of the Week Please leave a comment

Some people are born almost like a master at communication.  They know how to establish rapport with just about anybody, and they do so in a way that seems so natural and so real.  They can form relationships and be laughing with somebody they met two minutes ago like it’s someone they’ve known for years.

But for most of us, it’s not a talent or quality we were born with; it’s something that we need to work on, and in customer service there’s a lot of benefits to being able to establish rapport and begin to develop a relationship.

It could be a new customer that you’re wanting to provide a great experience to and lay the groundwork for a long-term relationship.  Maybe it’s an existing customer that’s coming in a little irate, griping a little bit, who’s a little bit upset. One way to take away some of the emotion and disarm them is to find some common ground so it doesn’t seem so adversarial.

There are ways to communicate that foster these connections, and we’re going to address some topics you can discuss in a 2-Part series.  For this week, Part 1 of our focus on the topics that create these connections is About Them and You:

About Them and You

Noted below are 3 categories of connection points that are more about the people involved – you and the customer.

Background – Where were they born or grew up?  Where have they lived in the past or currently reside?  What type of work have they done or do they do today, and in what industries?  What types of organizations or initiatives have they been a part of over the years?

Experiences – What are their hobbies?  What do they like to do to relax or stay active?  Where have they vacationed, what are their interests, and what are their leisure activities?

Friends/Relatives – Are they a parent?  Do they have siblings or friends with whom they do things?  Do they live near family, or are they traveling to visit?  Are they a pet lover?

If you uncover some of these points, you may find some things that you can relate to about the other person, and they can relate to you a little bit better, as well.  By either asking the questions directly when appropriate or just doing an exceptionally good job at listening to the details of what they share, you can establish that rapport.

Find some Personal Connection Points.

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