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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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Turn the Basic into the Remarkable – 9/26/17

Posted on September 26, 2017 in Customer Service Tip of the Week Please leave a comment


When asked about my experience at an event, sometimes I’ll use the phrase “I can’t think of anything remarkable.” I came, I experienced, and I left. There was nothing worth remarking about relating to the experience.

Where experiences become remarkable is the place where something happened beyond the basic, beyond expectations.

The football game wasn’t remarkable (9-6 field goal battle – yawn), but let me tell you about the “rock star parking” I got! Dave, my account manager, hooked me up with this VIP parking.

The clinical care I received was good, but there was this one tech named Sandy who was so funny! I’ve never had so much fun getting my blood drawn!

I had an electrical inspector with the County come to my house, and he was great! Mark was not only quick, but he told me several things about how the electricity flows within the house and new technology trends coming out – learning about all that stuff was cool!

In every example above, the “product” (the game, the clinical care, the inspection) were delivered and were okay. But it was how they were delivered, the personalized aspect of the delivery, the special steps taken, the speed, the education associated with the product that make it worthy of a remark – what made it remarkable.

Maybe you’re in a job where you deliver the same information or product all day long. However, that doesn’t mean the experience that your customer has should be unremarkable.

Consider ways to go beyond expectations. It could be associated with a resource or benefit that you could share with the customer. It could be with how you engage, establish rapport, and converse with the customer. It could relate to what education you impart on the customer.

Whatever it is – find a way to deliver an experience that makes the most basic product a pleasure to receive.

Turn the Basic into the Remarkable.

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Improve the Health of Your Client Interaction – 6/27/17

Posted on June 27, 2017 in Customer Service Tip of the Week Please leave a comment


According to a recent article on patient satisfaction and high quality customer service in healthcare settings, there are three consistent keys to a great patient experience – particularly in outpatient surgery facilities. These core takeaways apply to virtually any business.

First – “Make a connection: Smile and introduce yourself to patients and family members.” This gets at the need for a great first impression, initiating communications with customers, and personalizing the interaction.

Second – “Set the expectation of service: Share with the patient what will happen, when it will happen and about how long it will take.” We often note that typically 40% of customer dissatisfaction occurs because the customer expected one thing, and the company delivered another. Take ownership over setting realistic expectations of what will happen and when it will happen.

Third – “Say thank you: Within days of providing care, send the patient a thank you note with handwritten messages from staff members.” It’s tough to overstate the importance of conveying appreciation to the customer. The other part of appreciation noted in this third best practice is to not just do it on the spot, but also share appreciation after the encounter. Typically, those post-encounter messages of thanks are a surprise – and carry extra weight in the customer’s evaluation of their last impression of you and your organization.

It’s about being pleasant, proactive, and personalizing. It’s about setting and managing customer expectations of tasks and timing. And it’s about appreciating the other – at the end of the encounter as well as in that unexpected follow-up.

Improve the health of your client interaction with these healthcare best practices.

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Take a Starring Role – 6/13/17

Posted on June 13, 2017 in Customer Service Tip of the Week Please leave a comment


Oftentimes during Service Excellence training, I will ask participants to identify companies known for great customer service. People often bring up Chick-fil-A, Disney, and some high-end Retail Stores. We’ll occasionally get QuikTrip mentioned or an organization like Amazon.

Then the question is asked: What about the experience makes you consider that organization to have great customer service?

I ask this question because I want participants to use their own personal life experiences to paint a picture of a great experience for their customers. Once attendees can envision what a great experience looks like from the customer’s perspective, it’s easier for them to understand what the experience needs to look like in their own company.

Essentially, I want them to picture those actions like they’re watching a movie – then envision that the great experience is happening in their own organization. Next, I want the participants to picture themselves playing a starring role in that movie.

Based on a recent client brainstorming session, these are examples of actions and attitudes of employees in companies that provide great customer service:

  • Staff engage customers
  • Staff share their name, ask the customer’s name, and personalize the conversation
  • Staff act like they’re happy to see the customer (it’s a great 1st impression)
  • Staff smile and use a positive tone of voice
  • Staff have a mindset of treating customers as “Guests”
  • Staff understand processes
  • Staff are empowered to take action on behalf of the customer
  • Staff go the extra mile for the customer
  • Customers are treated like they’re #1
  • Answers are quick, helpful, professional, and responsive
  • There is a plan for how to solve problems
  • Issues are resolved – quickly
  • Customers feel heard
  • Staff take pride in the workplace – even simply by keeping the area clean
  • Common sense is more important than policy
  • Before closing, staff make sure they addressed all the customer’s needs
  • When thanked by the customer, staff say “My pleasure,” and mean it.

 
These are just some of the actions and attitudes that employees can adopt to deliver a great experience.

Use these tips, and imagine yourself being the star of a movie about your organization and the great service it provides.

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