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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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With Customer Complaints, Forewarned is Forearmed – 2/16/16 TOW

Posted on February 16, 2016 in Customer Service Tip of the Week Please leave a comment


Sound ominous?

It’s not meant to be ominous as much as this old saying is a cautionary tale to multitudes of people in life, especially those of us in customer service.

This saying implies that if we know something is going to happen, then we should be prepared. So how do we get “Forewarned” about customer complaints?

Think about the early warning signs of a complaint. Is the website down? Are callers holding a long time (or longer than normal) before they get to you? Is your company’s call volume up? Is the facility having issues (too cold, too hot, smells)? Has this customer complained before? If the customer’s in front of you, does their body language or facial expression denote they’re about to detonate?

There are ways to become aware that the conflict is imminent.

But what does it mean to be “prepared?” After all, awareness does not equate to preparedness. How do we get “Forearmed” in our customer service world?

Know the Company – Clearly understand policies and procedures for serving customers, service recovery processes, and authority you have to fix a problem or compensate a customer.

Know the Customer – Access client information on their past purchases, service calls, and complaints. Know what causes the issues, how they reacted, how your company responded, and how issues were best rectified.

Know Yourself – Know the right questions to ask; be aware of what triggers your emotions in these tough situations, and bring in your best attitude of patience, empathy, and responsiveness, as well as your mindset as a solution-provider.

We can’t anticipate every customer complaint, but if we can increase our awareness of the triggers of complaints and improve our preparations for the encounters, we can handle them more effectively and more quickly.

Forewarned is Forearmed.

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Lessons from the Beast – 1/19/16 TOW

Posted on January 19, 2016 in Customer Service Tip of the Week Please leave a comment


My daughter loved the movie Beauty and the Beast. Just to set the story for everyone, it’s about a young woman – Belle – who loved to read and the Beast who loved her. Initially, the Beast imprisoned her, hoping he could get her to love him so the curse that turned him from Prince to Beast would be removed. Later he released her, and they fell in love.

Oftentimes, as customer service people, we try to find the prince inside the beast of a customer. We try to look for the good in the person ranting, raving, and being unreasonable. If all we focus on is that exterior ugliness, then we may not want to provide a solution or an answer – we may not even want to help.

But this tip isn’t about how we see the beast of a customer; this tip is about a positive we can learn for ourselves from the Beast himself – the man with the ugly exterior yet the heart (literally) of a prince.

I’m certain that most everyone reading this CSS Tip of the Week is a kind, caring person – one who wants to help others and better his or herself. And while having that pleasant, positive, and helpful inner core is great, the question is: Will our outside show what our inside is all about?

It’s not enough to be caring. We have to convey caring.

It’s not enough to work on a problem for a customer. We have to let them know what we’re doing and when it will be done.

It’s not enough to be pleasant. We need that to shine through in our face and our voice.

It’s not enough to be engaged. We need to let our eyes and questions share that interest.

We need to first know who we are and what we want to be FOR others. Then we have to be intentional about becoming that, and becoming that WITH the other person knowing it.

Show others your service side.

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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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