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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

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

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

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Peer Recognition Made Easy – 4/10/18

Posted on April 10, 2018 in Customer Service Tip of the Week Please leave a comment


There may be one manager in the department. There may be one supervisor over your division. Those individuals may see you interact with customers, but usually your conversations with your customers are out of the sight of leadership.

Every day you make a difference, and often you’re working side-by-side with co-workers who are also making a difference. So, if we rely only on leadership to recognize us, we’re losing out on one of the greatest sources of recognition – our peers.

A Quick Story – The client called their account representative, Beverly, with a request about the monthly lawn service they were scheduled to provide. Beverly offered some suggestions to the client, noted that Jeremy would be onsite the next day and could provide more information, and shared how knowledgeable Jeremy is on this particular topic.

Jeremy delivered what Beverly promised, and the client sent a thank you e-mail to Beverly, noting and appreciating Jeremy’s patience and information shared. Beverly then routed the kudos to Jeremy and his supervisor.

It was simple.

The employee heard something positive about a co-worker, and let the co-worker know. The employee experienced a co-worker going above and beyond, and she simply shared that information with him.

Beverly could have just heard the compliment, but she took an extra few seconds to share that compliment with others in the organization. This form of peer recognition is exceptionally easy – all you have to do is to share what you hear positively with that co-worker and potentially with their supervisor.

Many of us appreciate being appreciated, but for many of us all the appreciation comes solely from the fulfillment of doing your job well or the occasional but all-too-rare accolades we receive from supervisors. If instead we take on an attitude of appreciation and a desire to point out the positives of peers, we’re filling up people with accolades by simply passing on the positives that the customers share.

Make peer recognition a part of your everyday job. Simply pass along customer kudos.

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Choose Positivity – 1/2/18

Posted on January 2, 2018 in Customer Service Tip of the Week Please leave a comment


I had the opportunity to conduct employee focus groups and facilitate staff conversations for two different clients recently, and there was a common theme among all the groups. It’s intuitive, it’s understandable, but I was still surprised to hear the sentiment.

Employees consistently said they wanted to work in a more positive environment. Most of us would think that it’s intuitive that that’s what employees desire. Most would think it’s understandable that staff would share those perspectives. But I was somewhat surprised to hear it. Why?

Because, I sometimes have trouble understanding why people or organizations would consistently be negative, or why they would avoid sharing positives, or why their only form of motivation was criticism.

When people work 40 hours, 60+ hours a week, would they prefer to spend those 8/10/12 hours a day around others who are positive or negative? Would they prefer to be in an environment where they are appreciated? Would they prefer to have a reward for a great job or only punishment for a bad job?

I know that many are motivated to avoid the negative, or to avoid punishment, or not to get marked down or written up. But when you think of a healthy work environment, one where people’s values align to those of the organization, one where people WANT to go above and beyond – you are envisioning more positive organizations.

This is not a Tip just for managers; this is a Tip for you and me – everybody. People want positive reinforcement more than negative. They want optimism more than pessimism. They want “Let’s hope it works” rather than “I doubt it will.”

I’m not saying that we ignore the bad or should all be Pollyannas. What I am saying is that we have a choice in how we respond. We have a choice on what outlook we’ll take about a situation. We have a choice about how we engage others. We have a choice about whether we convey appreciation or just think it. And we have a choice about whether we look for ways to build up a co-worker or team, or we only look for ways to criticize.

When you make a choice, choose positivity.

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23 Thanks – 11/21/17

Posted on November 21, 2017 in Customer Service Tip of the Week Please leave a comment


People want to be thanked – they want you to show them that they’re appreciated and valued. In employee climate surveys, one of the key drivers of overall satisfaction and retention is whether the employee feels valued, appreciated. For customers, they want value out of the product and experience your company provides. But they also want to feel valued and appreciated themselves.

So, in appreciation of employees and customers everywhere and in honor of the American holiday of Thanksgiving that is celebrated this week on the 23rd of November, here are 23 ways to say Thanks!

  1. Send a handwritten note of thanks to a co-worker or customer.
  2. Send an e-mail full of specific appreciation to a co-worker, and possibly copy their supervisor.
  3. Call up the customer just to thank them for their business.
  4. Ask if you can meet with a co-worker for a minute or two, and then just go to them and thank them for something specifically they did for you recently.
  5. At the start of a meeting, thank everyone for attending and for their commitment to the project, the team, the organization, the customers, etc.
  6. At the end of a meeting, thank everyone for their focus, attention, ideas, and insights.
  7. Have a “culture moment” at the start of the Agenda for each meeting where you spend a minute or two noting how one of the group did something to support the team, improve the work environment, or build up a co-worker.
  8. Post something positive on social media to your followers about a co-worker, using their handle so they see the recognition.
  9. Post a positive note on your intranet about a co-worker and how they helped you recently.
  10. When some shares an idea or concern, before you respond, thank them for what they shared.
  11. When people have been holding on the phone, before you ask them a question (or answer theirs) first thank them for their patience.
  12. When a co-worker shares something (e.g., food in the breakroom, helpful information about a change in policy, etc.), seek them and thank them immediately.
  13. When a customer points something out that was confusing about their experience or that could have been improved, thank them for the feedback.
  14. When the customer thanks you for something, thank them for the thanks – really!
  15. When you know someone is out of the office, leave a message on their voice mail just thanking them for how they make your company or department a more enjoyable place to work.
  16. Text a co-worker some positive words of appreciation or emojis for something they specifically did for you or others.
  17. For long-term customers, send them a coupon or other unsolicited small gift as a thank you for their long-term commitment.
  18. For new customers, provide them with a personal note (on letterhead or a company branded card) that thanks them for the trust they’ve put in you or your company.
  19. When you have some 1-on-1 time with your boss, thank them for their positive style of leadership or whatever other positive attributes they share.
  20. Print a certificate of “Thanks” and have all department or team members sign it – then give it to your co-worker or customer.
  21. No matter what method you use to say thanks, tell them how their action or their attitude impacts you.
  22. Tell them why their action or attitude is important.
  23. Tell them how their action or attitude isn’t common – how it’s unique/special.

Give others thanks – 23 thanks.

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