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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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When You Know More Than They Do – 7/19/22

Posted on July 19, 2022 in Customer Service Tip of the Week Please leave a comment

It was 95 degrees outside.  That’s not too bad when you’re inside and enjoying the air conditioning; but when Rachel’s A/C went out, in came Rachel’s worry.  Luckily, she knew the company to call, and a technician from Acme HVAC (fake name, real company) came out the next morning.

Rachel is not a heating, ventilation, nor air conditioning expert, but she likes to understand the problem before deciding how to get things fixed.

The visit went well, and later that day, Rachel responded to a follow-up e-mail from the home office of Acme HVAC with a positive reply.  She was very happy with the technician.  The tech was an expert in his work and excellent in his communications with Rachel, and there were 3 lessons learned for all of us when we’re in a situation like this – where you know lots more than the customer:

  • Pack Your Patience – Providing short answers to broad customer questions – so you can shorten the conversation – can lead to a customer’s lack of clarity or understanding. The customer doesn’t have your level of knowledge, so if they’re inquisitive, it’s because they want to talk, they want to learn, they want to make an informed decision.  Be patient from the start.
  • Explain in Bite-sized Chunks – Explaining something new to a customer verbally can be difficult for them to clearly comprehend, especially if you’re discussing a process. Most people cannot absorb and understand a series of steps or interrelated topics if you give them everything at once.  Give them Step 1, verify they understand, then go to Step 2.
  • Allow/Encourage Questions – Learning is made easier if the teacher is encouraging conversation. Ask if they have any questions.  Note how you’re happy to answer any questions.  Offer the types of questions that people in similar situations often ask.  Convey a willingness to help them learn.

 
When you know more than the customer, Pack Your Patience, Explain in Bite-sized Chunks, and Allow/encourage questions.

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Investigate for FACTS – 7/12/22

Posted on July 12, 2022 in Customer Service Tip of the Week Please leave a comment

Sometimes the issues that we deal with don’t have an immediate resolution.  There’s unknown information and conflicting stories.  Many individuals are involved, or possibly whoever is involved is not available.  You have to investigate.

For situations where you have to be clear on what occurred, make sure you’re gathering all the pertinent information.  Here’s a quick acronym to help guide your research into the issue – Get the FACTS:

  • Financial Information – The emotions from the customers can often relate to their bottom line; what is coming out of their pocket or already has been taken out? Likewise, the company often uses financial criteria when deciding how to deal with situations.  Make sure you clearly understand what’s going on from a financial angle in the situation.
  • Actions Taken or Untaken – Determine what has been done, or potentially what should have been done but didn’t occur. Knowing what work has been accomplished or what forms were completed helps to understand the situation better.
  • Content of Communications – Understand what the customer communicated to the company, and likewise what employees in the company communicated back. This goes to completeness of information, clarity of communications – and it affects expectations from both parties.
  • Tone of Communications – When emotions are involved, it’s not just because it’s dealing with people’s pocketbooks or because of the particulars of the situation, it’s also because of HOW things are communicated. Try to uncover whether and how tone played a part in this situation.
  • Sequencing – Finally, if things don’t make sense when you’re digging for facts, it may be because there’s not clarity about what happened first, then second, then third. Knowing the timing of the process that has led you to this point will let you know where miscommunications or miscues occurred, where feelings were hurt, and where expectations were set and not met.

 
When you have to investigate an issue, first uncover the FACTS.

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Make it Sincerely Yours – 6/7/22

Posted on June 6, 2022 in Customer Service Tip of the Week Please leave a comment

I’d like to hear more.  I’m sorry about the situation.  Resolving your issue is important to me.  We appreciate your business.  Thank you for bringing this to my attention.

These phrases are generally well-received depending on the situation.  But we want to make sure when we’re speaking to others that we avoid speaking like we’re just reading a script.  Oftentimes, the best word to describe how you should deliver this message is to deliver it Sincerely.

Now, what does sincerely really mean?  How can we be sincere, say something sincerely, and come across with sincerity?

Sincerity conveys that you are speaking the truth.  It suggests that that issue is important to you, that you are truly sorry, that you really do appreciate the customer’s business.

To sincerely convey a message is to impart to the other person that what you’re saying comes from the heart.   It conveys that what you’re saying is genuine – the words and emotions you’re conveying are real.

So it’s about speaking the truth…from the heart.

And sincerity avoids falsehoods, feigned concerns, condescension, or the impression that you are saying one thing but mean something else.

Go beyond the words with a customer, include a sense that you truly believe what you say, and convey you care for the other person and their situation – Make it Sincere.

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