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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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No, You’re Right – 3/10/15 TOW

Posted on March 10, 2015 in Customer Service Tip of the Week Please leave a comment


Everybody likes Sam, but it can be frustrating talking to him. In response to every idea and every question, he always starts the sentence with “No.” Even if he agrees, the response starts with “No” such as “No, you’re right.” It’s not that Sam’s being disagreeable, but it’s just the way he talks.

Sam’s a great guy, but until you get to know him, this “starting with ‘No’” habit makes him come across as negative. There’s a local radio personality that does this, too – whenever I hear his voice and that first “No,” I turn the station.

We often say that – until people really get to know us – they judge us largely by our body language and tone. And if you have a habit of saying something repeatedly that brings a negative vibe to the conversation, they’ll judge you by that phrase as well.

So be aware of and intentional about the words you use, but also keep in mind that we need to work toward positive conversations with others, and much of the positive/negative direction you go in conversations is based on the questions you ask.

Don’t ask the co-worker “Would you mind doing this for me?” If you do so, you’re forcing those that are willing to help to tell you “No, I don’t mind.” Instead ask “Could you please do this for me?”

Don’t ask the customers “Would it be an issue if I put you on hold for two minutes?” Again, you’re forcing the considerate customer to say “No.” Instead ask “Could you please hold for no more than two minutes while I investigate this for you?”

Remember, most people don’t like engaging with negative individuals, developing relationships with negative companies, or being asked questions that force them to respond No, No, No.

To add a positive tone to conversations, ask questions that elicit a ‘Yes.’

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Create Your Own Moments of Truth – 3/3/15 TOW

Posted on March 3, 2015 in Customer Service Tip of the Week Please leave a comment


Bonnie can run 100 miles an hour – not literally, of course. She’s a nursing assistant on a floor of a hospital, so she rarely goes into a full sprint, but she is constantly in motion. If you could watch her, you would see she’s hyper-productive. Whether it’s making the bed, dressing the patient, or taking vital signs, she’s efficient and quick.

Despite this high productivity, the patients and the co-workers never feel like she’s rushing them through or making them feel like a cog on the assembly line.

Bonnie has that innate ability to pause at just the right time and in the right way. When a patient has a need or question or comment, she looks the patient in the eye, and slows down the task. When the nurse manager has a question while Bonnie is “running” down the hall, Bonnie stops, faces the manager, smiles, and takes a calming breath. When a new co-worker is confused about the schedule or their assignment, Bonnie puts down her pen, softens her voice, and affixes her eyes on the co-worker’s papers.

As good as Bonnie is with her body language and tone of voice, she’s even better at something else. She’s better at seeing the situation.

When it comes to serving others, her eyes are always open for opportunities to engage others; the other person’s question, need, confused look, or eye contact are what Bonnie is always looking to see. She is always seeking cues for a chance to serve.

Work on the habit of looking for cues in others that there’s an opportunity to serve. When you see those opportunities, don’t let them go by.

Slow down, and start creating your own Moments of Truth.

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Flip the View of Your Process – 2/24/15 TOW

Posted on February 24, 2015 in Customer Service Tip of the Week Please leave a comment


The customer complains that they had to go through 6 phone menus, some of which didn’t make any sense, and then they waited 8 minutes to get to an employee who asked for the same account information that the customer just keyed into the phone. The employee wonders why the customer is so upset, after all, the employee had a great tone of voice and read the script perfectly when he answered the phone!

To the employee, the encounter just started, but to the customer, the encounter started 20 minutes ago when they were looking for an answer on the website and then – in frustration – called the company only to wade through the phone menus and sit on hold – again – for 8 minutes.

It’s tiring just writing about it; imagine how frustrating it was to experience it!

I’m not painting a picture of anything you haven’t experienced as a customer in your personal life. This happens every day, in every industry, MILLIONS of time each week.

Many companies claim to want processes that are “customer-friendly,” but too often the reason why they are not “customer-friendly” is that they were designed looking only internally – like conducting a 1980s style flow chart analysis.

What is the rework we can eliminate? Where is the redundancy that we can streamline? Where is the waste to remove? Where is the manual step that we can automate?

While these are all excellent questions, too often they’re asked purely from the company’s perspective. Then we design a process and implement it, only to later wonder why customers complain so much about the process! To them, it’s frustrating, it’s cumbersome, it’s not clear.

So what’s the process solution? Look at that wonderful process flow that looks so clean from the company’s perspective, and – instead of implementing it as is – flip it to view it from the customer’s perspective.

What’s that journey like that the customer undertakes? When do they find the need to contact you? How do they decide to look for you? How do they start tracking down answers or tracking you down?

We call this step part of our Customer-focused Process Redesign methodology, but you can also do this using mystery shopping or using customer focus groups and interviews. There are many methodologies to use in improving a process, but to make that new process part of a great experience, incorporate the voice of the customer.

Flip the view.

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