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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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Weigh-in to Buy-in – 5/24/16 TOW

Posted on May 24, 2016 in Customer Service Tip of the Week Please leave a comment


Weigh-in to Buy-in – cool phrase! It’s usually associated with companies trying to get their employees onboard for some initiative or a change that requires employees to make it work. Essentially, the principle is that, if you want employees to buy into this initiative or change, you have to allow them to weigh-in. You have to allow them to have input, to participate in the design process, and maybe even be a part of the decision-making process.

People buy-in more readily if the solution is something they helped to create.

That brings us to a discussion of our customers. This same principle that applies to gaining employee buy-in applies to your internal and external customers.

Have you ever proposed a solution to the customer that didn’t satisfy them? Maybe they had a bad attitude, or maybe they were irate about something, so they were too emotional to consider YOUR idea.

But maybe, just maybe, they didn’t buy-in because it wasn’t THEIR idea; it wasn’t something that they helped to conceptualize; it wasn’t something they helped to design; they weren’t part of the decision.

They didn’t get a chance to weigh-in, so they didn’t buy-in.

There are many ways to get them to weigh-in to a solution. First, you could ask them to suggest what would work for them. “What can we do to make this right?” or “What could we do in the future to better serve you?”

Second, you could offer 2-3 alternatives, and ask what would work best for them. Think of the healthcare worker who can’t let the patient outside to smoke (i.e., non-smoking campus); since there are ways other than smoking to relieve anxiety and stress, offer some options, and let them choose.

Third, if this is an ongoing relationship you’re managing with chronic issues to address (think about the season ticket holders in sports), conduct focus groups, share your organizational goals and challenges, and note your desire for a permanent solution – then ask for their guidance and suggestions.

When you want the customer to love the solution (or at least live with it without voicing the negative emotion), find opportunities to let them let you know what solutions would work best.

Let them Weigh-in to Buy-in.

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It’s the Customer…Run!! – 5/17/16 TOW

Posted on May 17, 2016 in Customer Service Tip of the Week 1 Comment


It was a simple question with a simple answer – all part of a simple story.

With a letter to mail, Michael went to the front desk at his office and asked “Has the postman come yet?” Sandy, the receptionist, replied “Yes, you just missed him – I’m sorry.” Michael said “That’s okay, I’ll just go downstairs and put it in the blue mailbox since they pick that up at 3:00 p.m.”

Then Sandy said “No – wait.” She took the letter, smiled, and ran to the elevator; she pressed the button, and the elevator doors immediately opened. She smiled at the postman holding the mail bin, dropped the letter in the bin, and ran back to the reception desk.

Yes, the employee actually ran to help the customer. Simple story, but WOW!

The only problem is that this simple service excellence doesn’t happen every day in today’s business world.

In today’s world, the receptionist lets the customer go mail their own letter downstairs.

In today’s world, the employee might go as far as to tell the customer to run to the elevator and push the button so that he might catch the postman.

In today’s world, the employee doesn’t make the effort – let alone RUN – to try to catch the elevator. In today’s world, the employee doesn’t smile at the postman or run back to her desk.

She ran. She smiled. She took initiative. She ran back.

How many times do we see employees try to avoid us at the big box home improvement store, or if they’re running, they’re running AWAY from us?!

Take the initiative. Take the burden off the customer’s shoulders. Show urgency on the customer’s behalf.

Run – sometimes literally run – for the customer.

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A Blockbuster of a Mess – 5/3/16 TOW

Posted on May 3, 2016 in Customer Service Tip of the Week Please leave a comment


It was vacation time at the beach – and it was pouring rain. With no beach time possible and with the unappetizing thought of spending all day long inside with a condo full of teenagers, Jacob decided to find something to do. So with teenagers in tow, Jacob took the kids to the movies.

They went to the nearest theater – the first time they had been there – and what started out as a great idea for a 2-3 hour diversion became a good decision gone bad.

Now keep in mind, it’s a Saturday afternoon and it’s pouring, so that’s a good indication to theater management that it’s going to be busy; a blockbuster was opening that weekend – again, it’s going to be busy. So Jacob and his crew arrived at the theater about 30 minutes early, waiting in the rain for 15 minutes – got up to the ticket window and were told – it JUST SOLD OUT. Ugh.

Good news! Next show is in 30 minutes. So they bought the tickets and went inside, but they and eventually about 80-100 other people were waiting behind a rope. Although there were 4 concession areas, there was only 1 open; the other 3 were closed, and the staff wouldn’t let customers buy any concessions or wander around the rest of the lobby until the other movies started. So 80-100 wet people were cramped behind a rope and against the wall together until the next show was about to start.

The lessons were many.

The forecast had said rain for days. The theater knew of the blockbuster opening for weeks. Staffing could have increased to open other concessions. They could have modified the rope lines and setup to allow people access to more of the lobby so they weren’t so cramped. They could have said “I’m sorry” at least once or twice. But none of this happened.

No anticipation – of high demand on Saturday.
No adjustments – to staffing or customer access/flow.
No acknowledgement – of the issues.
No apologies – by staff.

Look ahead to Anticipate and Adjust. And when that doesn’t work, Acknowledge and Apologize.

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