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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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Put Yourself at the Controls of Change – 4/28/20

Posted on April 28, 2020 in Customer Service Tip of the Week Please leave a comment

You have probably heard about manufacturing plants and restaurants who are pivoting during these challenging times and starting to make hand sanitizers, masks, and gowns.  They are being forced to change, and they’re trying to find the opportunities among the obstacles that surround them.

Sometimes we, too, as individuals in our work life are being forced to change – as many of us are today.  But there is some change that we can control.

What do you want to change?  What do you need to change?

Maybe some of it is attitudinal.  For those of us who are lucky to have a boss that’s encouraging and motivating, maybe not having that boss around requires us to be more self-motivated. Set your own daily goals.  Pat yourself on the back when you reach those goals.  Be the great encourager…to yourself.

Maybe the improvement needed is more of a technical nature.  We should want to improve our computer skills since we’ll be using those so much more.  Can we become expert at using the video conferencing systems and tools?  Can we become more proficient at toggling between different functions on our computer for information, since we’re relying less and less on paper?

The improvement area could be communication skills, particularly if having that face-to-face interaction and all the body language and expressions are so much less available for emphasizing our points.  You may want to improve your business writing skills – since you’re communicating more often via messaging to others.  Maybe you need to improve your concentration skills since it’s easier to get distracted when you’re in a video conference with 10 people than if you’re in a face-to-face meeting in the same conference room.

Finally, we can look for improvement areas in how we do our work.  Improving might mean that we’re more organized in our work since we can’t simply walk to the person in the next cubicle to talk about a project or chit chat with our office colleague about something.  Those random or nearby encounters are less likely, so we have to be a bit more intentional about planning when to contact others.

Change is difficult – particularly when it’s thrust upon you.  But if you can identify your own change – your own improvement path – you can give yourself some control.

Create the change that will help you improve.

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Get to Know Yourself Better – 1/30/18

Posted on January 30, 2018 in Customer Service Tip of the Week Please leave a comment


Confidence in your ability to deliver customer service is exceptionally important. I often quote Vince Lombardi who said “Confidence is contagious, and so is lack of confidence. And the customer can recognize both.”

Confidence is important to you and to the customer. It lets the customer know whether they can trust and believe you, or not. Should they follow what you say, or should they “answer shop?” Should they accept your explanation, or should they ask you 15 follow-up questions? Much of their response (and whether they end up wasting your time or the time of your co-workers) is based on your confidence.

So, what creates confidence?

Judith Bardwick (management consultant, psychiatrist, author) once said: Real confidence comes from knowing and accepting yourself – your strengths and your limitations – in contrast to depending on affirmation from others.

Starting with the last point first, don’t seek affirmation from others in order to drive your confidence. If you receive the compliments, then great! That’s a bonus. But don’t rely on someone else to do something for you in order for you to create a positive self-image.

Bardwick believes that being confident outwardly is based on your inward knowledge. Do you know your own strengths and weaknesses (or “limitations”)? Do you accept those? When I say “accept,” I’m not saying that you should refuse to improve, but at least be honest that that’s who you are at that specific moment.

Do this exercise to build your confidence in front of customers. Simply take out a sheet of paper, and write down 5-10 of your strengths that relate to customer service such communications, relationship-building, organizational skills, and other characteristics of people great at customer service. Then, write down 5-10 areas that are shortcomings or at least not your core strengths.

Then review the list. Tell yourself “yes, this is me at this moment. I am REALLY good at these 5-10. These other points are areas where I’m not great and may need to improve in the future.”

That knowledge and acceptance will help you to be more conscious of what to leverage when serving others (your strengths), and what situations to avoid or seek support in (your limitations).

Get to know yourself better to serve your customer more confidently.

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Swing a Little Harder – 12/5/17

Posted on December 5, 2017 in Customer Service Tip of the Week Please leave a comment


It’s a great golf analogy. The harder you swing, the more your swing faults are magnified. If you usually hit the ball slightly to the right, when you swing harder, you may start hitting WAY right. Then why swing harder, you ask?

The reason you swing harder is to test your swing at the practice range BEFORE you get on the course. You want to get a better sense of the issues, and then you can improve.

You can do the same thing in the world of customer service. You may be very effective at dealing with those 90%-95% of customers that walk through the door or that call you on the phone. You may be great in dealing with those complaints that you hear every day. It may be easy to engage that person who is smiling as they walk into your facility. You might find it a pleasant challenge to deal with that difficult e-mail the comes from a co-worker.

But if you want to understand the holes in your own personal approach to customer service, if you want to understand how to get better in how you engage co-workers and your clients, if you want to get better at those most challenging 5-10% of interactions, then swing harder. Here are three examples of how to swing harder in practice.

First, figure out how you could possibly resolve some customer complaints in half the time.

Second, ask a co-worker to come up with five scenarios dealing with product or service issues that are very unusual or complex. Then role-play those issues.

Third, use your company’s FAQ list, and identify three different scenarios that are not covered by the FAQs. Then identify specifically what you need to know about your people, your products, your processes, and your policies to address those scenarios.

If you want to get great at customer service, challenge yourself to address situations you rarely have to deal with so that – when they arrive – you’re more comfortable and more confident.

Swing a Little Harder.

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