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Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

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

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Be Better than AI Customer Service – 1/23/24

Posted on January 23, 2024 in Customer Service Tip of the Week Please leave a comment

There was a recent CBS Sunday Morning Show story called: How artificial intelligence is revamping customer call centers.

The journalist described how artificial intelligence is being used in customer service, and he noted the millions of pieces of information that can be processed in a matter of seconds.

There are clear productivity and potential cost benefits to organizations of having a given encounter managed by computer rather than a person.

But there is an inherent set of problems that come along with AI, especially from the customer’s perspective.

What AI Customer Service Did Poorly

A relative was having cable issues recently, and trying to get customer service via the company app. Troubleshooting didn’t work; chatbot could not specifically answer the question.  The system kept moving to broad categories because it didn’t understand the specifics of the situation.  My relative’s issue didn’t fit into a box, so the technology didn’t know how to handle it.  The customer got frustrated and ended up having to call.

In the CBS story, customer service representatives noted that many customers are upset and just want to vent – that was the best way for the customer to settle down.  Unfortunately, virtual assistants and chatbots have a hard time giving empathy because, after all, they’re computers. They don’t have feelings and cannot truly sympathize with the customer.  Customers want sincere empathy, and they understand they’re not getting it when they’re talking to a computer.

What You Do Better than the Virtual Assistant

I’m not sharing this to suggest that the chatbots and the virtual assistants are going away.  They can provide value, and not just to the company, but also to the customer.  And some customers prefer to use this process for customer service.

This Tip is being shared so that those who serve customers can understand what differentiates us from those virtual service offerings.

We differentiate ourselves from virtual customer service with our interest and willingness to find out the specific details of the customer situation.  It is our willingness to find out about potential alternatives, and converse with the customer about the pros and the cons, what would work best for them.  It is the ability and desire to be empathetic and understanding, to truly convey how much we value the customer.  We differentiate ourselves from those chatbots by the ability to more often deliver first contact resolution, to avoid the multiple handoffs.

We don’t need to fear these alternative technologies.  We need to understand what we provide beyond what they provide.  We need to utilize them as tools, as useful inputs for what we offer to our customers.

Understand what you can and do provide beyond these technology supports, and make sure you’re engaging with customers to highlight your proactive nature, your inquisitiveness about the specifics of the situation, your empathy, and your ability to truly help the customer the first time.

Be Better than AI Customer Service.

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Recognize the Situation, and Pivot – 1/16/24

Posted on January 16, 2024 in Customer Service Tip of the Week Please leave a comment

The customer has a complaint, or they may have an important question about an order or their account.  You may be talking to them in an emergency room, in the lobby of the government building, on the phone, or in a video conversation.  And in many of these Moments of Truth, there is a high likelihood of the customer’s perceptions being affected based on how you handle the situation.

This is a Moment of Truth because of the topic, or the situation itself.  The Topic could be the complaint, the question about an order or an account, an encounter with a new customer, or engagement with somebody who’s upset.  The Situation could be a stressful emergency room visit, an encounter with a government agency, a wait time at the restaurant, or the arrival of the tech at the house 60 minutes after the scheduled time.

During these Moments of Truth, the employees have some control over the interaction. While it’s up to the customer to create their perception about the organization or the employee, this is where the employee needs to understand the critical nature of the topic, the critical nature of the situation.

Recognize the Critical Nature

The best employees in customer service recognize the critical nature of these situations and become agile. They have the ability to pivot – to flex their attitudes and actions in the moment.

The best can stop all other activities and focus on that individual.  They can downshift, pulling their emotions back to keep the situation calm.  They understand the frustration with wait times, and proactively communicate with the customer to decrease the perception of the wait and reduce the angst and anger.  Staff have empathy for the customer and convey understanding of the situation back to that customer.  The best staff have patience, speak with a specific intent for how to best communicate with that particular individual, and work through these situations with and for the customer.  They recognize and pivot.

Identify the critical Topics and Situations that you encounter.  Get in-tune with these situations, recognize when these critical moments are happening, and adjust your behaviors and words to deliver a great experience.

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Sharpen Your Service Delivery – 1/9/24

Posted on January 9, 2024 in Customer Service Tip of the Week Please leave a comment

You work so hard at being responsive and providing high quality information.  You work hard at fixing problems.  But is your delivery…dull?

I’m not saying that it has to be exciting, but let’s think of the word “exciting.”  It means that something’s interesting, has energy, is positive.  Just by its nature, excitement attracts others, usually involves others.

Now let’s define “dull.”  It means that something doesn’t keep interest.  It’s not sharp.  It brings to the mind images of yawns, of boredom, of sleep.  Something that’s dull makes the mind wander.

Are you attracted to something that keeps your interest…or are you attracted to things that don’t?  Do you prefer interactions that engage you…or those that make your mind wander?  Are you more interested in something that has energy…or something that doesn’t?  Do you prefer something with a positive nature…or something that lacks positivity?

For your service to be effective, functionally it needs to fix the problem, respond quickly, and provide accurate and helpful information.  But for your service to be a relationship-builder, it needs to keep the customer’s interest, to engage the customer, to convey energy, and to be put forth in a positive nature.

As a customer service professional, think not only of what you deliver, also consider how your service is received from the customer’s perspective.  Work to keep the customer engaged, to make the interaction interesting, to convey your energy, and to be a positive part of their day.

Identify aspects of your interactions (your way of speaking with or writing to others) and your service processes that are “dull,” and seek to serve in a more engaging manner.

Sharpen your service delivery by keeping customers engaged and interested…in a positive way.

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