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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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Houston, We Don’t Have a Problem – 6/11/13 TOW

Posted on June 11, 2013 in Customer Service Tip of the Week Please leave a comment

It was the first time that I had used this shuttle service, and it was also my first trip to Houston. I decided to take the shuttle from the airport to the hotel since I had extra time and because it was about half the price of a taxi. After paying for the shuttle at the check-in desk, I was told that the driver was en-route, and it would be no more than 20 minutes before he arrived. The driver did arrive about 15 minutes later; a good start, and from then on, it was a perfect experience.

After taking my luggage, Barry, the driver, suggested that I sit on the front row since I’d be the first one dropped off at my destination. He asked if I had been to Houston, and since I hadn’t, he became my tour guide for the next 25 minutes, picking up other customers and then heading into town.

He raved about my hotel and its proximity to sites and restaurants. He mentioned the new bicycle stands that the City had put up around town. He pointed out the baseball field and the convention center as we arrived. At this point, Barry seemed more like a representative of the Houston Chamber of Commerce than he did an employee of the shuttle company.

He described how and when to reserve the shuttle for my return to the airport (which I did), and he noted that I could track my pickup shuttle real-time online to know exactly where the van was at all times (which I did).

As I was preparing to leave Houston two days later, I got an automated call noting that the shuttle would arrive in 10 minutes. And the shuttle arrived 10 minutes later.

This experience (to and from the hotel) was a combination of great attitudes, processes, and systems.

How customer-oriented and integrated are your organization’s attitudes, processes, and systems?

Look for a little shuttle magic in your organization.


View Touch Points from the Customer’s Perspective – 5/28/13 TOW

Posted on May 28, 2013 in Customer Service Tip of the Week Please leave a comment

I received an email from my wireless telephone provider. They mentioned that I was now eligible for an upgraded phone at a discounted price (and if you’ve seen a 1990s flip phone, you’ll know why they want me to upgrade). Apparently the upgrade date had been reached, and I was eligible for the upgrade. One minute later, I received an email from the same provider telling me that it was an anniversary of sorts, and therefore I was eligible for an upgrade at a discounted price. About one minute later, I received a third email from the same wireless provider noting that I was now eligible for a discounted upgrade to my cell phone as a reward for my loyalty.

What the organization didn’t realize was that they were sending essentially the exact same e-mail at the exact same time with 3 different subject headings. The exact same upgraded cell phones were offered in each e-mail with those discounts available. So there may have been a Touch Point Plan that the provider had developed, but they were not looking at the plan from the customer’s perspective. Something that might have appeared very professional at first to the customer, turned out to be an aggravation after the third – essentially duplicate – e-mail arrived at my inbox.

If you work in a client relationship management role at your organization (for example, you’re a season ticket services representative for a sports team), this Tip of the Week is especially important for you. When you build your Touch Point Plans from the organization’s perspective, you determine when to send out information based on events or timeline triggers; make sure, however, that you’re not just looking at the plans from the organization’s perspective. Invert your Touch Point Plans to test them from the customer’s perspective to know what they’re going to receive and how they might perceive the information.

Develop Touch Point Plans from the customer’s perspective.


Seek Confusion – 4/30/13 TOW

Posted on April 30, 2013 in Customer Service Tip of the Week Please leave a comment

Do you want to be a hero?

Employees get some of the greatest compliments, the most sincere thanks from customers and co-workers alike when they make the murky clear. When they make the unknown known. When they help the customer to set a clear path, overcoming their indecision.

In other words, when you take a customer who is confused, and you add clarity, those customers are usually so appreciative. They say “NOW I understand” or “Thank you so much for clearing that up!” or “That helps a lot!” When people are confused, they feel helpless, get frustrated, are embarrassed, and generally have a whole lot of negative emotions and thoughts that build-up inside (and often outside, too!).

So do you want to be a “Customer Service Hero?” Here’s a key – Seek Confusion.

Literally put out your radar for something specific – look for the confused customer. They are the one staring for an eternity at the office directory in the lobby. They are the one pausing in the hallway and looking around. They are literally scratching their head, looking all around a shelf or an office without selecting anything or going in a specific direction. They are typically walking more slowly and often meandering more than heading in a straight line.

On the phone? They’re pausing frequently, sounding unsure of what best phrase or words to use (I’m like this a lot myself when talking to an automotive service center – “I might need to have my brake pads…uh…rotors…a full brake job…well, tuned up…”). They may spend two minutes describing an issue instead of just asking for the department that addresses it…because they don’t know who they should be talking with about the topic.

One advantage most employees have over most customers is that the employee knows their products, processes, services, and policies SO MUCH better than customers. To be a Customer Service Hero, we need to put ourselves in a position to share that knowledge.

We need to look for signs of customers needing clarity and direction, and we need to proactively engage them.

We need to Seek Confusion.


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