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The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  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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Sharpen Your Service Delivery – 1/9/24

Posted on January 9, 2024 in Customer Service Tip of the Week Please leave a comment

You work so hard at being responsive and providing high quality information.  You work hard at fixing problems.  But is your delivery…dull?

I’m not saying that it has to be exciting, but let’s think of the word “exciting.”  It means that something’s interesting, has energy, is positive.  Just by its nature, excitement attracts others, usually involves others.

Now let’s define “dull.”  It means that something doesn’t keep interest.  It’s not sharp.  It brings to the mind images of yawns, of boredom, of sleep.  Something that’s dull makes the mind wander.

Are you attracted to something that keeps your interest…or are you attracted to things that don’t?  Do you prefer interactions that engage you…or those that make your mind wander?  Are you more interested in something that has energy…or something that doesn’t?  Do you prefer something with a positive nature…or something that lacks positivity?

For your service to be effective, functionally it needs to fix the problem, respond quickly, and provide accurate and helpful information.  But for your service to be a relationship-builder, it needs to keep the customer’s interest, to engage the customer, to convey energy, and to be put forth in a positive nature.

As a customer service professional, think not only of what you deliver, also consider how your service is received from the customer’s perspective.  Work to keep the customer engaged, to make the interaction interesting, to convey your energy, and to be a positive part of their day.

Identify aspects of your interactions (your way of speaking with or writing to others) and your service processes that are “dull,” and seek to serve in a more engaging manner.

Sharpen your service delivery by keeping customers engaged and interested…in a positive way.

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I Did This…For You – 10/31/23

Posted on October 31, 2023 in Customer Service Tip of the Week Please leave a comment

Michelle needed to run by the grocery store during her lunch break, and because it’s October in the USA, that means it’s Halloween month!  Fittingly, the grocery store had every shape and size of a pumpkin you can imagine; there was even this small basket of mini pumpkins.

They were very cute – with a wide body and a long stem on top.  Michelle immediately thought of a co-worker who was having a bad day; the co-worker’s morning presentation didn’t go well, and he had a lot of work to get cleaned up by day’s end.  Michelle picked up one of the small pumpkins, put it in her shopping basket, and bought it for her co-worker.

When she got back to the office, Michelle walked up to her co-worker’s desk and set the pumpkin down.  Michelle said:  I got this mini pumpkin for you.

Her co-worker looked down at the pumpkin, then up to Michelle, smiled, and said thanks.

Now, I’m sure many of you do things for co-workers and customers every single day.  It’s a task, it’s an action, you’re giving them information or handing over some product.  You’re having a conversation with the other person.

And believe it or not, the simple phrase for you makes a big difference to them:

  • I tracked down a status update for you.
  • I verified that the transaction went through for you.
  • I pulled this quick summary together for you.
  • I’m going to submit this request now for you.
  • I initiated the return for you.
  • I booked the conference room for you.
  • I followed up on that item for you.
  • I got this mini pumpkin for you.

 
With most of us, having somebody do something for us is a wonderful thing, but we might not fully realize or appreciate what they did unless there was some verbal reinforcement of the action.  And when that verbal reinforcement includes for you, it makes us feel special, it makes us feel like we got a little gift.

When you do something for others, weave in the phrase “For You.”

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