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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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Know When to Pause – 3/28/17

Posted on March 28, 2017 in Customer Service Tip of the Week Please leave a comment


You don’t have to have the innate ability to perfectly understand the other person. You don’t have to know every answer. You don’t have to react immediately with the perfect response to what’s been said. To be great at customer service, you don’t have to be the perfect conversationalist.

Having the rapid-fire response, the quick answer, and the immediate set of perfect words is somewhat unrealistic, and definitely overrated.

A conversation is a dialogue, a sharing of ideas and thoughts and opinions and facts, back and forth. But the sharing in a customer service-related conversation has very distinct purposes. The purposes often involve establishing a rapport, understanding the other person, and addressing their need.

One thing that can positively impact rapport, understanding, and successfully addressing the need is a simple – but underused (and underrated) technique – the pause.

Too many conversations with complaining customers are made worse due to a hasty and ineffective (or inappropriate) employee response. “I’m sorry you feel that way” or “Why did you do that?” or “It’s not my fault” are clear mistakes in wording in most situations.

Reactions to requests or complaints can also cause more pain than they relieve with misdirected action. How many times has an employee transferred you to the wrong person (or without asking first, or without explaining to whom you’re being transferred and why)? How many times has the customer directed you to a website when you just wanted an answer on the phone – or worse yet – directed you to a website when you drove to their store to ask a question?

Sometimes the greatest action you can take in conversing with a customer is to pause. I’m not talking 5 minutes of dead silence, but take a few seconds to think, or ask for a minute or two to research the issue. But pause.

Give yourself time to respond instead of react. Give yourself time to think of the appropriate words to say, the best clarifying questions to ask, the best next step to suggest. Then move the conversation forward.

You don’t have to be the perfect conversationalist, but you can be better if you’re just willing to be patient with yourself – and pause.

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Don’t Multiply Your Troubles – 1/31/17

Posted on January 31, 2017 in Customer Service Tip of the Week Please leave a comment


What could go wrong? I need to figure that out so I can be prepared to respond in the right way. I need to anticipate the issues that could arise so that I’m prepared for them. After all, failing to prepare is preparing to fail. What are all the roadblocks that I could encounter? I must know them so that I can plan to overcome or avoid them.

While these are good planning-oriented statements, true in life and business, there’s a slippery slope that we must avoid – for our mental health if for no other reason.

Thinking ahead, understanding the worst that can happen, anticipating the issues that could arise – these may all be good things. But keep in mind that – even with the best planning and best intentions – bad things will happen. People will still be upset. Co-workers will still drop the ball. Issues will arise.

We can’t try to be such good planners and anticipators that we not only have to deal with the inevitable issues that will come up today, but we also continuously think of the issues that could happen tomorrow. Imagine our minds being occupied by today’s complaint, and once that’s done we worry about tomorrow’s complaint. We’re dealing with a co-worker’s lack of quality today that ticked off a client; then later we’re worried about the potential for that to happen tomorrow.

With this approach, we’re essentially multiplying our troubles. Adding to the real, tangible issues of today with the “what if” potential issues of tomorrow.

Yes, plan for the future and anticipate how to respond when bad things happen so you’re more prepared for those times when they do arise.

But don’t let the possibility of issues consume your mind. Better service, better days come from a healthier mindset – one where we’re optimistic about tomorrow; we’re hopeful about the future; we envision success.

Yes, plan for what could happen in the future; but avoid occupying your mind with negative “what ifs.”

Don’t multiply your troubles.

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Need Telephone Troubleshooting Tips? Here You Go! – 9/13/16

Posted on September 13, 2016 in Customer Service Tip of the Week Please leave a comment


I received a request for help from an Information Technology call center representative. She wanted to better herself, but she had no access to corporate training. However, she clearly knew her needs – she had difficulty troubleshooting issues on the phone with customers.

She was communicating purely verbally – no written instructions for the user, no body language to read or convey. The representative sometimes got lost in the details of the issue, so it’s hard to help a novice user if the representative herself has difficulty keeping all the facts clear and top-of-mind. Also, the representative wasn’t always certain where the user was on the system versus where the representative expected the user to be during the resolution process.

So the representative wanted guidance – what were specific, tactical things she could do to better resolve issues on the phone? Here are some thoughts – although they’re written through the I.T. lens, they apply to any telephone troubleshooting situation:

  • Tell the customer that you’re going to ask several questions, and note why you’re asking (i.e., the better you can specifically know the issue and cause, the better you can give them the right solution).
  • Be patient with the customer – they probably are frustrated and may be overwhelmed.
  • Avoid acronyms and “tech terms” – the customers are probably not as knowledgeable as you.
  • Get to the root cause before you get to the solution. That way you can address it the first time without backtracking through resolution steps to alternative solutions.
  • If you get lost in the details, draw a picture of the issue and resolution process on a piece of paper (almost like a flow chart) while talking with the customer. That way, you don’t have to rely on your memory; you can see everything on one page. Possibly have standard bubbles on the paper that address key points including: hardware system, application/software, timing (time of day, day of week), frequency (first time or recurring), system messages, key issue occurring, etc.
  • If you have trouble explaining to the customer how to troubleshoot, walk them through the typical flow on your paper. Then, after each question or step they complete, confirm with the customer that they understand. Never go to Step 5 until you’re certain they’re done with Step 4 and you know where they are after Step 4.

Review these quick telephone troubleshooting tips, and tailor them to make the issue resolution process better for you and your customers.

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