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When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s 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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