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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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Help Me Help You – 7/4/23

Posted on July 4, 2023 in Customer Service Tip of the Week Please leave a comment

With all due respect to the movie Jerry Maguire, this tip is not about the life of agents for professional athletes.  It’s about customer service and what it really means to help.

We’ve seen employees wear badges that say “Ask me. I am happy to help!” or “May I help you?” or “How can we help you today?”

But what are we signing up for when we ask these questions or make these statements?  Although the badge conveys our willingness to help and solicits questions from customers, what are we offering to do?

We are offering to provide information, to share our knowledge, to understand their unique needs and guide them toward the right solution.  These actions require a desire to take action on the customer’s behalf, a willingness on our part to continually learn about our role, our services, our organization, and the ability to ask the right questions, matching the need with a solution.

We are offering to overcome obstacles or eliminate roadblocks.  We are there to help them move to a next step or get through their day in a positive way.  We are there to find pathways to Yes rather than roadblocks of No’s.  These actions require a desire to address problems, to think through processes from the customer’s perspective, and to be pleasant in our engagement with others.

Being helpful may seem like a simple concept, but to truly help others, we need to have the desires, the willingness, the knowledge, and the ability to have a positive influence on those that we come in contact with each day.

Make sure that you’re equipped to truly help the customer today.

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Use Millennials’ Favorite Words – 10/3/17

Posted on October 3, 2017 in Customer Service Tip of the Week Please leave a comment


Okay – you got me. This tip doesn’t JUST apply to Millennials or JUST their favorite words, but I’m going to use that title as a jumping off point.

In recent research conducted by Prosper-Insights & Analytics, the 5 key terms that Millennials most frequently use to describe excellent customer service are: Helpful, Quick, Returns, Easy, (Fix/Resolve) Problems.

Essentially this is how Millennials define excellent customer service. There are 2 ways we’re going to suggest you use this information.

Self-Analysis
The first is self-analysis (for you or your organization):

  • Are you helpful? Yes, you may provide facts or information, but do you help the customer address their goal or need? This is second level customer service – going beyond the response you provide to the result the customer desires.
  • Is your service quick? Do you respond to the e-mails, calls, chats, needs, and issues expeditiously, and do you ask for the customer’s timeframes so that you know how they define “Quick?”
  • How do you handle returns? Is it as simple for them to return as to buy; are the employee attitudes as pleasant when customers return and want the refund as they are when customers buy and make the payment?
  • Do you make it easy for them to do business with you? For them to understand their responsibilities v. the company’s? For the customer to communicate with you?
  • Finally, what do you do when things go wrong? How are you at fixing/resolving problems? With many customers, your response to the issue tells them far more about your level of customer service than your response to the sale.

 
Phrasing with Customers
The second way we suggest that you use this information is to incorporate it into your daily phrasing with customers – particularly the words helpful, quick, easy. “I want to help you. We want to make this a quick and easy process for you. How else can I help? What’s the easiest way to keep in touch with you?”

When customers tell you what’s important, use that information to improve. And use those words in your customer conversations.

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Provide More Than the Truth – 9/3/13 TOW

Posted on September 3, 2013 in Customer Service Tip of the Week Please leave a comment

Every year Customer Service Solutions custom-designs and delivers customer service training, and when I’m facilitating classes, I find myself saying a certain phrase more and more – “That’s true, but is that helpful?”

Usually we end up discussing this when we talk about how to deal with customer complaints, anxious customers, or the irate customer. Too often, we make these situations worse for the customer and ourselves when we simply make true statements such as “No, you can’t do that” or “That’s against policy” or “I don’t know” or “That’s not my job.” Each of these statements is often true, but it’s also NOT helpful.

If the customer “can’t do that,” what CAN they do? What’s an alternative?

If it’s against policy, then how can a customer achieve their end-goal by doing something within the policy?

If you don’t know, then who does know? How can you ensure a strong handoff to the other employee?

If that’s not your job, then whose responsibility is it?

Great customer service requires far more than being reactive, answering questions, and telling the truth – particularly in situations where you’re saying “No,” facing a complaint, dealing with a misdirected customer, or addressing emotions.

Go beyond the truth to always think of the next step. When customers feel like no options exist, like their idea won’t work, like they can’t be helped, then that’s when the anxiety rolls in; that’s when they feel like they lose control; that’s when anger and upset rise.

The next time you have to provide the response they don’t want, don’t stop the conversation. Lead them to a next step.

Provide more than the truth; be helpful.