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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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A Discreet Twist on Confidentiality – 1/5/16 TOW

Posted on January 5, 2016 in Customer Service Tip of the Week Please leave a comment


HIPAA. If you’re in healthcare, you know what that means – HIPAA is all about information privacy. If you’re a parent with a child going to college, you’re probably familiar with the laws protecting your child from having to share their school information with…you!

If you’re in a financial-oriented or retail (or most other) type of business, I’m sure your company is concerned with keeping social security numbers and credit card numbers confidential.

Confidentiality and privacy are embedded in many big corporate initiatives, policies, and laws. But let’s take a twist on confidentiality that’s not simply a governmental or organizational requirement – instead, it’s a component of great customer service.

When thinking about how to best provide service to your clients, consider the term “discreet.” Being discreet with client information means keeping the information and their concerns private unless absolutely necessary. It means respecting them and the details of their situation. It means not sharing the client’s details with others for the sake of sharing; it means appropriately using and sharing the information only for the benefit of the customer.

View “discreet” as holding difficult conversations with customers in a more private room. It means not repeating personal information like their cell phone number, hotel room number, or e-mail address loudly for other customers to hear. Discreet requires that we’re aware of our surroundings and aware of the responsibility we have to be professional and respectful of client-specific information, issues, emotions, and needs.

What does “discreet” mean to someone in your business, and how does that present itself differently when talking with the customer on the phone or face-to-face? In your business, when should you be discreet in sharing one client’s information with other clients or with co-workers?

Take a twist on confidentiality. Be discreet with the customer and their information to provide the best customer experience.

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Same Product; 2 Totally Different Customer Experiences – 12/15/15 TOW

Posted on December 15, 2015 in Customer Service Tip of the Week Please leave a comment


Debra’s home heating unit went out in the dead of winter – LOUSY timing! But it was an 18 year old unit, so it was definitely…well, time.

Two vendors came the next day to give an estimate. Al’s ACME Repair (the name has been changed to protect the guilty) sent two salesmen who spent 15 minutes in the house. They walked around, noted how cold it was inside, took a few measurements, and looked at the old system. They then went back to their vehicle, spent 30 minutes writing up a quote. They gave Debra a quote with three lines of information on the unit type and cost, and they left.

A couple hours later, Jeff from Harvey’s HVAC House came to provide a quote. He spent 50 minutes with Debra, asked lots of questions, took pictures of the old unit, described the process for installation of the new unit, mentioned the experience of the installers, and offered to provide a quote via e-mail later that evening with multiple options for Debra to consider.

Her takeaway? If Jeff’s quote comes in anywhere near Al’s ACME Repair, she’s going with Jeff.

Jeff offered details on 3 options (Good, Better, Best), “Better” was right in line with the other company’s quote, and she went with Jeff.

True story – and truth in the lessons learned: Conveying patience, being inquisitive, educating the customer, building-up co-workers, and offering options are all vital to customer service success.

Be like Jeff – learn from the tale of the two talks.

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Narrate the Great Customer Experience – 12/8/15 TOW

Posted on December 8, 2015 in Customer Service Tip of the Week Please leave a comment


With several clients recently, we’ve led visioning workshops to define the great customer experience as well as their desired culture – so these are topics top-of-mind in many industries. The problem for many staff is that they either already think they deliver a great experience, or different people define the great customer experience differently. So even if there is a vision created, how is that vision clearly articulated to staff?

Occasionally part of the communication plan for a new customer experience vision involves developing a narrative. Consider having a customer experience vision such as “We strive to be the premier grocery store in the community, where the best items and greatest attitudes in our region are seen by the quality of our produce and the smile on our employees’ faces!”

Okay – so the grocery store wants good produce and employees to smile. So what, right?

Let’s now paint the picture with a narrative of the vision that conveys what the customer may experience at checkout (read this as if you’re a customer):

It was the usual superb Grocers Unlimited experience. After hitting just those aisles where I knew they had the product I needed, I went to the register to check out. There was only one person ahead of me, and the cashier welcomed me to her area. She looked as though she had been having a great day, joking with the customer ahead of me about the local sports teams.

When it arrived for my turn to check out, bonus card in hand, the clerk again said hello and asked if she could scan my bonus card. She asked if I’d like her to hold onto my coupons until she was done.

The baggers had been flowing very consistently between the different registers to help. It didn’t seem like any cashier had to do his/her own bagging for an entire set of groceries.

Since I was in a talkative mood, I asked her about the customer service award placards on the wall. “How do you earn an award, a 100% rating,” I asked. “You have a mystery shopper come in who is looking for you to address her appropriately, take care of her needs, and ensure she’s satisfied,” she replied. I asked if she tries to figure out who might be a mystery shopper so that she can earn the award. The cashier said, “No. I try to treat everybody, my customer, my co-worker, my team leader like I would want a family member treated. As long as I keep that attitude, when the mystery shopper comes, I’ll get the reward.”

This short narrative about a two-minute transaction addresses many things – attitude, body language, customer engagement, employee knowledge, teamwork, employees who know their roles, proactivity, and efficient processes.

When you define your customer experience, narrate the story to be clear to others what’s expected.

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