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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

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

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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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The Wedding Crasher – 7/19/16 TOW

Posted on July 19, 2016 in Customer Service Tip of the Week Please leave a comment


In theory, the wedding photographer is invited, stays on the periphery, gets the candid shots, and takes excellent wedding party/posed pictures as well. That is what Mary experienced at her wedding – the photographer visited the site of the wedding and reception beforehand, met with the bride-to-be, discussed plans, timing, and locations. She scoped out photography angles, lighting characteristics, and got a sense for the theme and colors of the wedding. The wedding was beautiful, and everything was captured wonderfully by the photographer.

Mary’s sister Maggie had a different wedding photographer – this individual spoke to Maggie on the phone a couple times before the wedding and “didn’t have time” the week of the wedding to scope out the locations and plans with Maggie. Instead, he visited the wedding and reception sites a couple weeks earlier on his own.

On the day of the wedding he showed up – just 15 minutes before the ceremony – wearing his bright red shirt and tie – which stuck out like a sore thumb with the earth tones and white colors of the wedding. He continually moved during the ceremony to get the right shot – often distracting those in attendance, and he took way too many pictures – at least it appeared that way because of how much he was in the middle of all the activity.

He was as much of a wedding crasher as he was a wedding photographer.

When the pictures came back, there were several good, but too many were posed, too many had lighting issues, certain features of the reception location were missed, too many relatives and friends were not included, and – therefore – Maggie thought his fees seemed too high.

Sometimes the best experiences are made that way by talking to the customer first – what do they want, what do they expect, and how do they define success? Sometimes your planning process helps you paint a prettier picture with your product.

Don’t simply deliver a product. Engage the customer beforehand to see the desired experience through their eyes.

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Build Your Customer Service Energy – 12/29/15 TOW

Posted on December 29, 2015 in Customer Service Tip of the Week Please leave a comment


I am NOT a high energy person. It started late in college when my mom actually had me tested for anemia because I complained about being tired. First of all, I never knew there was such a test. Second, I learned it doesn’t pay to complain. I was hoping it was just a case of being a Senior in college and having a few too many late nights, but it turned out to be just who I was…and am.

Although I’m fairly laid-back, when I give a speech or facilitate a workshop on customer service, culture change, or client retention – participants invariably compliment me on my energy level.

But how can this be?

Maybe it’s adrenaline, but – even if it is – it’s adrenaline that comes from being with people I sincerely want to help, people whose questions and concepts make my synapses fire! It’s about engaging others in dialogue, in conversation – it’s about getting to know others to the point that you want to help them.

Maybe you’re not the highest energy person, and all the espresso and 5-hour ENERGY shots won’t help you sustain energy with customers. Instead, take a different approach.

View an interaction with a customer or co-worker as an opportunity to sincerely help someone. It’s an opportunity to engage with a unique and often very interesting person. It’s a situation where you’re having an intellectual discussion or personal conversation – it’s dialogue and engagement.

Each “Moment of Truth” is an opportunity for you to help others, learn a little more about the world, and share a little of yourself with the world.

Almost irrespective of the topic, each interaction is one of life’s little moments – and those little moments and the opportunities that they provide to engage others are energy-building opportunities.

Use the opportunity of the engagement to build your customer service energy.

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