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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

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

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The Error of “Everyone” – 9/24/19

Posted on September 24, 2019 in Customer Service Tip of the Week Please leave a comment

A recent article in The Charlotte Observer got me thinking about a concept, a premise that is suggested all too often in society. First, the article: The story was about lawn care, and some of the people quoted in the article talked about what customers want today. They noted how customers want to be good stewards of the environment, they want sustainable solutions, they want to protect pollinators like bees, and they want pesticides used with discretion.

While these statements on what customers want are not exactly the most controversial statements in the world, somebody reading this article could easily make the assumption that all customers want all of these things. When customers are making decisions about whether to buy a service from a particular company, their decision is based purely on this criteria. One could read the article and assume that these are the absolute priorities for EVERYONE.

This concept – that everyone wants A, B, or C, that nobody likes D, E, or F, that the priorities how I state them are everyone’s priorities – this is a concept that I can’t agree with as a customer service consultant.

When defining what all customers want in absolute terms, it’s a slippery slope. To deliver great customer service consistently, to retain and grow business with customers, we have to view each customer as unique. If we assume everyone wants A, B, or C, and nobody wants D, E, or F, we are making decisions based on incomplete information. We are not allowing the customer to complete our understanding of THEIR perspective, THEIR preference, THEIR priorities before we make OUR decisions.

And when we make those assumptions, we put our foot in our mouth, we go down the wrong path, we do for others what they wouldn’t do for themselves (sorry for all the clichés).

To deliver great service, view and treat each individual as unique. Avoid the Error of “Everyone.”

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Are you the Output or the Input? – 6/25/19

Posted on June 25, 2019 in Customer Service Tip of the Week Please leave a comment

You’re the output and the input. Sorry to put it into such technical/industrial engineering terminology. But in a service system, we all have some role as a part of the process.

First, we receive the output. Somebody has a customer that they direct to us, so that handoff is from them to us. We received the output. They complete a form, and they routed it to us. They have a complaint, and they send it to us. They make a sale, and they give the account to us. In this part of the process, we receive the output.

But we also provide the input. We take that difficult customer and sometimes escalate them to another person or area. We take that client, and we refer them to a premium services division for upselling. We work through our part of the process, and we hand off the information to the person managing the next step.

So, we receive the output, and we provide the input. As part of the process, we definitely benefit by making the process better. When we receive output that has questions or quality concerns or is not timely, particularly when this happens with some regularity, we can improve the process by professionally pointing out the problems; when we point out the problems, we should try to suggest solutions as well.

In terms of us playing the input role, we should seek the same information just recommended for you to provide to others. Contact co-workers who receive our input, and ask about our timeliness, quality, and completeness. Ask them what works well. Ask them for solutions to concerns.

If we want to deliver great customer service, we need to understand our role in the process.

Be of value to your teammates – whether you receive the output or provide the input.

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Look Up, or Look Out! – 2/19/19

Posted on February 19, 2019 in Customer Service Tip of the Week Please leave a comment


The clerk called out “next in line!”, and Frannie went to the counter. “Can I have your name?,” the employee asked, but she stared at her computer screen while asking. Frannie stated her name, the time of her appointment, and noted the reason for the appointment.

Staring at the screen, the clerk confirmed the insurance was still valid and the address was still the same. After Frannie confirmed, the representative, still staring at the computer screen said “feel free to have a seat over there in the lobby.” So, Frannie went over to the lobby, and she sat down.

This is similar to interactions that happen millions of times every day at American businesses, and this is emblematic of interactions that happen millions of times every day which are NOT GOOD.

The only semblance of eye contact was when the clerk looked toward the line 20 feet away and yelled “next in line!” The clerk was dutifully doing her job, entering or confirming the right data. She got the facts right, she completed the transaction, and she told the customer where to go!

Frannie, meanwhile, was a proverbial cog in the assembly line. She was moved from place to place to place with all the warmth and attention and appreciation that one would expect from a conveyor belt.

After Frannie sat in the waiting area, she looked around and noticed that there were 4 different waiting areas with small signs to signify waiting areas A, B, C, and D. She assumed she was in the right area, but it was unclear to her. She was a tiny bit confused and a little bit irritated at the lack of anything positive. The longer she waited – 5, 10, 15 minutes past her appointment time – the more irritated she got. She also wondered if she was in the right waiting area. She saw patient after patient who checked in after her get called ahead of her.

She was getting hot, frustrated, and her question about the delay was turning into a complaint about the experience. Before her emotions got the better of her, her name was called.

The whole time, Frannie kept thinking that if the clerk had only looked up during the conversation, made eye contact a few times, smiled, and been more clear about the potential wait time and about the location of the waiting room, expectations that Frannie had would’ve been more reasonable; her perception of the experience would have been much more positive.

When you’re face-to-face with the customer, no matter how important that computer screen is or that paperwork may be, look up, or look out!

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