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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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Create a Personal Vision for the Year – 1/3/23

Posted on January 3, 2023 in Customer Service Tip of the Week Please leave a comment

This time of year is all about the New Year’s resolution.  We’re going to exercise or eat differently!  Then…2 months later, who knows what’ll be happening, but at least you set a goal.  For many of us, that’s progress.

For businesses, that New Year’s resolution often has to deal with something…well…New!  It’s a new direction or a new way of doing business.  Maybe it’s looking for new customers, developing a new product, or creating a new culture.

With many of our clients, it truly is about that new Vision.  They want to paint a picture of what the future could be, of what success could look like, of the impact and benefit the organization could have on its customers and its community.

Oftentimes, this visioning leads to strategic planning.  Sometimes it leads to more focused annual planning; it leads to effective alignment throughout the organization based on the common vision.  And sometimes – at a minimum – it creates a litmus test within which decisions can be made.  In other words: Will Option A better position us to achieve our vision, or will Option B?

Create Your Personal Vision Statement

This is also a perfect time of year for us to individually think about our own vision.  As you know, our days can go by quickly if we’re spinning a lot of plates – engaging and supporting the customer, the company, the co-worker.  It’s a lot to just try to get done.  But if we want to end the year in a better situation or with a better set of skills or with more success stories to tell, consider taking a few minutes to paint your own future picture.

Where do you want to be by the end of the year in your role or your career?  What kind of relationships do you want to have with your customers?  Where do you want your experience level to be greater, or your skills better?  How much enjoyment do you want to have in your role, and what are a couple of the things you need to start doing, stop doing, or do differently to bring more joy and enrichment to your own job?

If you create a personal vision of what you want this year to become, you have a much better chance to achieve it.

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Critique Yourself before Others Do – 10/11/22

Posted on October 11, 2022 in Customer Service Tip of the Week Please leave a comment

When we’re criticized, we can get defensive, push back, deflect blame to others, and focus more on defending ourselves than really listening to what the other person is saying.  And some of us who get defensive, once we allow our emotions to settle, take time to reflect on what the other person said.  We sometimes are willing to see those kernels of truth.  We are willing to learn from them and possibly make a change moving forward.

While it’s not great to be defensive, it’s often a natural reaction.  It’s also a sign of maturity and wisdom to be able to overcome that initial defensiveness and try to get some lessons learned from what the other person said.

But what if we critiqued our own mistakes before the customer or co-worker complained?  Not everything we do imperfectly or incorrectly or not on a timely basis or not in the best way possible is something that’s going to draw a complaint.

If you’re like me, you probably make little mistakes every single day.

We make many decisions every day, so it’s natural that some of those decisions are going to be wrong.  The resulting action or inaction could be wrong.

Self-critiques that can lead to Self-improvement

But when we know in our gut or it’s clear based on some reaction/data/feedback that we didn’t do our best, we have to learn from our own mistakes:

  • I really should have called that person back when I first thought about it.
  • I knew I should have had somebody check my work before I moved it to the next step.
  • I should have paused and thought through what might happen on that call before I responded to the customer.
  • I really should have listened one more minute or asked one more question before sharing my thoughts.
  • That meeting took a lot longer than it could have, and if I had just gone in a little bit more prepared, we probably would have ended on time.
  • That would have gone much better if I stopped sending e-mails and just picked up the phone and called the person.
  • That call would have been a lot cleaner if I would have looked away from the computer screen and focused totally on the caller.

If we make these comments to ourselves and put lessons learned into place, then maybe we would have fewer reasons for the co-worker or the customer to critique us.  And if they did critique us, we probably would have already had that conversation with ourselves about a very similar issue, and we might understand their critique more because we heard it from ourselves first.

Therefore, we might not respond so defensively, we might not get so emotional, and we might actually understand where they’re coming from a lot sooner.

If you critique yourself before others do, the critiques of others won’t affect you as much.

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Challenges Create Opportunity, People Create Change – 4/20/21

Posted on April 20, 2021 in Customer Service Tip of the Week Please leave a comment

There are so many great things that have been said over the years about overcoming challenges, pushing aside the roadblocks of life, dealing with difficulties.  And these are important points of discussion because challenges are all around us.  There are challenges with our personal health or in our personal lives.  We could have the challenges of dealing with mean or angry individuals at work.  It could be the challenge of trying to support a customer but not getting the support of your co-worker.  The challenges could be inconsistent communications or ineffective systems and processes.  Maybe our challenge is due to our own personal burdens or biases or lack of professional development.

We have these challenges, but to overcome them or push them aside or deal with them, people have to take some action:

  • You’re dealing with essentially the same complaints from customers in your office every day. What can you do to reduce the number of those complaints that you have to deal with each day?
  • You’ve been given bad directions to a customer’s home 4 times this week – it wasted your time! What can you do to make sure it doesn’t happen 4 times next week?
  • You deal with an issue where you’re just not comfortable or confident. What can you do to become more comfortable and more confident?
  • The system is not intuitive for you. It takes you much longer to accomplish your work than it should.  What can you do to become more proficient?
  • The frustration of that angry customer gets to you. You get flustered and you get defensive, and the next thing you know you’re in a 10-minute conversation that never seems to go anywhere.  What can you do to manage your own emotions better?

We’re always going to have challenges.  We are human, and the people we work with are human, as well.  The systems that we work with are FAR from perfect, too!

Identify 1 or 2 of the challenges that cause you heartburn.  Then determine 1 or 2 actions you can take so that these situations happen less frequently or you’re more effective at dealing with them in the future.

Challenges create opportunity.  Be one of the people that creates change.

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