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Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

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PERKI Customer Service – 3/18/25

Posted on March 18, 2025 in Customer Service Tip of the Week Please leave a comment

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 convey positive messages to co-workers and customers, trying to focus on what you/they CAN DO rather than what can’t be done?  Do you try to avoid interrupting others, try not to make them feel rushed?

Empathetic and Efficient

Do you convey an understanding of the other person and their situation, so they feel you care?  Are you organized and proficient enough to be productive and responsive?

Relationships and Responsibility

Do you know how to get to know people, build trust, determine their likes/dislikes, and address their uniqueness?  Are you reliable, dependable, and accountable for your duties and actions?

Knowledgeable and Kaizen-oriented

Do you know your processes, policies, products, and people?  Do you try to improve yourself, your organization, your quality, your service experience?

Interested and Intentional

Do you focus on the other person, conveying your interest with your words, your expressions, your body language and tone of voice?  Do you think about the purpose of what you say and how you say it – before you speak – considering why you’re asking the question or making the statement, considering the effect on the other person?

In considering these questions, how did you do?  If you excel at any of these, pat yourself on the back!  And if any of these “PERKI” attributes are not strengths or are areas that could be improved, make a game plan for your own professional development.

Chart a course for providing better customer service.

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To Improve, Understand Why You Do What You Do – 10/19/21

Posted on October 19, 2021 in Customer Service Tip of the Week Please leave a comment

In the 7 Habits of Highly Effective People, Stephen Covey says that habits form at the intersection of desire, skills, and knowledge.  Desire is the WANT TO do something.  Skills is the HOW TO do something.  Knowledge is a combination of the WHAT TO do and WHY TO do it.

Many of those who are best at serving others, who are best at customer service, have the desire to help others.  They have the desire to meet a need, to resolve an issue, or to just engage people and do something for others.

In our professional lives, we hope to build our skill set, we go through training, watch webinars, read, and learn from co-workers and mentors to build our skill set.

To build our knowledge, we learn policies and procedures and people and places and products and services.

Understanding the Why

But the one area of this habit-forming approach that is often neglected – or at least not considered enough – is the “why to.”

And yet, the why to is often the most important thing.  It notes the purpose of what we’re doing.  It notes the potential benefit of our actions and our attitudes.  It suggests the key reason for the habit we have or the habits we’re hoping to form.

So, think about the habits you have formed or want to form.  Maybe it’s a habit of how you greet somebody or how and when you respond to messages.  Maybe it’s a habit of how you plan or how you organize.  Maybe it’s the mindset you take when you’re dealing with an angry customer.  Maybe it’s a habit of who you share information with or who you don’t share information with in certain circumstances.

Now take a step back, and ask yourself the why question.  Why do you greet people like you do?  Why do you respond to messages the way you do and in the timeframe you do?  Why do you plan or organize the way you do?  What do you have a certain mindset when dealing with certain people?  Why do you share information with some people but not other people?

If you want to change a habit, want to form a new habit, really want to improve the things you routinely do, the actions you routinely take, the attitudes you routinely have, then start with asking yourself why you’re doing those things today.  By understanding yourself a little bit better and the reasons behind the habits, it’s easier to see whether and why you should change those behaviors.

To improve, understand why you do what you do.

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Show Your Confidence – 9/7/21

Posted on September 7, 2021 in Customer Service Tip of the Week Please leave a comment

“Self-confidence is the first requisite to great undertakings.”

To do something great, you need to have confidence in yourself.  That confidence often comes from positive experience, preparation, understanding what has happened and could happen, and having the knowledge and resources and training to address it when it does happen.

If you want to do a great job in your role in service or in delivering a customer experience or dealing with the irate customer, remember your positive experiences, prepare, understand what happened and why and that it could happen again.  Know your resources, and train with others so that you can address even the greatest of undertakings.

“With self-confidence fulfilled, you’ll find that folk have confidence in you.”

While having confidence is important, when we’re working with customers, it’s also exceptionally important to show your confidence.  People don’t always take what you say or the information you provide at face value. Oftentimes, they judge the quality of the information and the credibility of the person providing the information based on how that information is delivered.

If you want the customer to accept what you say, have faith in what you decide, and trust the direction you provide, it needs to be delivered with confidence.

Confidence is often conveyed by presenting something with a focus on the other person.  It’s conveyed with clarity of thought and well-articulated words.  It’s often conveyed with brief statements as opposed to lengthy and rambling narratives.  And it’s conveyed with your nodding of the head or with your strong yet conversational tone.

Set yourself up for customer service success.  Invest in yourself so that you are confident in the work you do.  Then present yourself in such a way that the customer shares your confidence.

Show your confidence.

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