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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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Harvey Wrote the Book on Focus…and Golf – 5/14/19

Posted on May 14, 2019 in Customer Service Tip of the Week Please leave a comment

In Harvey Penick’s Little Red Book, the famous golf instructor provides many key tips about golf that just as well could apply to life in general. One such tip is the following: Once you address the golf ball, hitting it has got to be the most important thing in your life at that moment. Shut out all thoughts other than picking out a target and taking dead aim at it. This is a good way to calm a case of nerves.

I love this quote for so many reasons. First, the quote relates to life and customer service. When we’re interacting with that customer during that 1-on-1 moment of truth, we need to view that customer in that situation as the most important thing in our life at that moment. To convey we are engaged and we care, we need to truly believe that that other individual and their situation are important. Even if – in the grand scheme of things – it is not THE MOST IMPORTANT THING IN THE WORLD to you, at that moment, you need to focus on it AS IF IT WAS the most important thing.

The next aspect of this phrase that I love is that you are shutting out all other thoughts. We might think we can serve a customer the best while we’re simultaneously looking at a computer or thinking about a project we have due later on, but the reality is that the brain works best and we communicate best with others when we are focused exclusively on that individual.

Finally, he sums up by saying that this is a good way to calm a case of nerves. One thing that people don’t realize is that there is a greater sense of calm if we are in-the-moment than there is if we’re thinking about tomorrow. You’re more likely to be stressed if you’re thinking about 12 other things you have to do or what might happen next or all the other stimulations that are in the environment.

If we only focus on the now, there is less to distract and less to disturb the calm.

The next time you’re on the phone or face-to-face with another individual, view that interaction as the most important thing at that moment. Treat them that way, and watch the communications flow better, the conversations end more quickly, and your emotions stay calmer.

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The 4 S’s of the Customer Experience – 10/13/15 TOW

Posted on October 13, 2015 in Customer Service Tip of the Week Please leave a comment


I mentioned in a previous TOW years ago about the 4 S’s of Expectation Management – Key guiding principles to effectively set and manage customer expectations – Simple, Specific, Supporting Documentation, and Summarizing.

But there is another set of 4 S’s – and these are all about the Customer Experience. We worked with a government client last year that had significant customer issues. The customers didn’t – in general – like having to deal with a regulatory and enforcement body, but they really didn’t like it when the regulations were surrounded by a poor customer experience.

So through research including a multitude of customer focus groups, we narrowed down the customers’ preferences for their experience into four guiding principles – The 4 S’s of the Customer Experience:

  • Staffing – Ensure that your staffing mirrors the Customer Volume – by time-of-day, day-of-week, season, etc. You could have the best people, processes, and systems in place, but if you don’t have the staffing levels to handle the volume, the experience will suffer.
  • Solving Issues – When issues and complaints arise, be collaborative across the company’s silos to resolve issues. Be as timely as possible, managing customer expectations when needed. Ensure staff OWN the issue – don’t push the responsibility of researching or fixing issues to the customer, particularly when the problems were caused between staff or departments.
  • Statusing – This one may not have been top-of-mind, but it’s VERY important when service and issue resolution are not immediate. When those fixes take time, be transparent with the information and the issue-resolution process. The more customers understand and see what’s going on to rectify issues or address needs, the more appreciative and understanding they’ll be of the effort. Offer statuses of where their issue/need is in the process, ensuring that the current status is clear, specific, and easily-accessed by the customer. The better they can find and understand the status, the less likely they are to contact you for updates.
  • Simplifying (the Catch-all) – Whether it’s your terminology or systems, make it easy for the customer to do business with you. Avoid the confusion and complexity that lead to long discussions with staff and extra work for your business. When needed, have a single point of contact so they can get to the right person the first time – saving the customer and your company time. Finally, at every communication, be clear on next steps and timeframes.

 
To deliver a great experience, incorporate the 4 S’s.

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How to Create Focus and Direction – 10/22/13 TOW

Posted on October 22, 2013 in Customer Service Tip of the Week Please leave a comment


Prior to co-founding CSS, I was a management consultant for about ten years. At my previous consulting firm, they asked me to develop and deliver training for new employees on Consulting Skills and Professionalism. It was an honor to be asked and a fun course to teach.

In looking through some of the materials from that training recently, I came across a module that addressed keeping Focus and Direction, and the tips from that training should resonate for those in customer service as well.

Oftentimes as a consultant, especially if you’re inquisitive and creative, you can create a lot of ideas, want to make many improvements, and look to promote change for the better. Those attributes and actions can also be applied to many who have a customer service role or orientation. The problem lies in the fact that all that creativity and focus on continuous improvement can create TOO MUCH WORK!

What we promoted in the training years ago to create Focus and Direction were three key questions:

  • Who’s the customer?
  • What’s the need?
  • What’s the priority?

 
The concept was that your customers and their needs should set a focus; their priorities (or if certain customers or needs are bigger priorities) should help to sort out our priorities. The direction we should go should be greatly impacted by the direction our customers desire.

So the next time you have too many items on your “To Do” list for the day, look at those items in light of these three questions.

Create a Focus and Direction for yourself by doing those things that address key needs of key customers.