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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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Every Moment is an Opportunity – 1/24/17

Posted on January 24, 2017 in Customer Service Tip of the Week Please leave a comment


It’s a “Moment of Truth.” That’s a phrase used in customer service to typically describe when we’re one-on-one with the customer, and how we react or respond or engage the customer in that situation is make or break.

Do we build a relationship through our actions or tear it down? Do we engender loyalty or drive the customer away? Do we create “Raving Fans,” or do we develop detractors?

When we view that “Moment of Truth” phrase in these terms, it can seem ominous. It can create pressure. It can cause us to focus on “not doing something wrong” in that moment, causing you to hold back or do little proactively.

To help us get in a Success Mindset, let’s view every one of these moments as an opportunity:

  • It’s a chance to get customers to love your organization.
  • It’s a situation that could create positive word-of-mouth.
  • It’s a chance for you to convey you care about someone.
  • It’s an opportunity to make someone smile.
  • It’s a moment that will set your business above competitors in the mind of this individual.
  • It’s a chance to help this person to feel valued.
  • It’s one of those moments where we can flip anger to appreciation.
  • Instead of “making a sale,” it’s an opportunity to “make a customer.”

 
Don’t let the importance of the customer service Moments of Truth overwhelm you and cause you to hold back.

View every moment as an opportunity.

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Rapport in 90 Seconds – 1/17/17

Posted on January 17, 2017 in Customer Service Tip of the Week Please leave a comment


Sometimes we’re meeting the customer for the first time. It’s going to be a brief conversation, but we still want them to end the conversation feeling valued, comfortable, and confident – we want them to have a great experience.

Maybe there’s not enough time to establish a relationship, especially if you only have 90 seconds with the customer. So how can you at least establish a healthy rapport?

First, initiate and greet. Go to them, if possible, to initiate the conversation. Let them know you’re available and happy to help. Greet with some energy (not overbearing, but definitely not flat). Focus on them, and be friendly/courteous.

Second, make it all about them. Ask about their interest, their issue, need, or goal. Asking puts the focus on what’s important to them, making them feel important and valued. Restate your understanding to convey their situation is understood, and make it conversational – flowing dialogue is often key to rapport-building.

Third, share a little about you. It’s all about them, so what they need to know about you is that which makes them feel valued, comfortable, and confident. Valued – how what you do addresses their need. Comfortable – use your name to personalize. Confident – convey that you’ve helped others in similar situations.

Finally, let non-verbal factors communicate for you. Ensure that your body language and tone of voice back up what you’re trying to accomplish with your words. Engage with the body language, expressions, and tone in a manner that conveys you’re focused on them, empathetic, positive, and service-oriented.

Regardless of how much time you have with the customer, communicate in such a way as to engender positive feelings about you and your organization.

Establish rapport in 90 seconds.

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Provide Customer Service When They’re Absent – 7/12/16 TOW

Posted on July 12, 2016 in Customer Service Tip of the Week Please leave a comment


Rick went on sick leave, hating to miss out on his great relationships with his co-workers for a few weeks but knowing he needed to get himself better. Eventually his health improved, but when he returned, he had resentment against the company.

Although an occasional co-worker would text Rick to check on him or bring him a meal at home, his direct supervisor never reached out. No manager ever communicated with Rick in any way. “They preach caring, collaboration, support, and relationships at work,” Rick thought to himself, “but when you’re sick and at home, it’s like you don’t even exist.”

The local restaurant loved its regulars – they were not only good for business, but they were fun to have around, fun to develop relationships with, fun to just see every week. When a couple of the best customers – Dave and Deanna Lundy – didn’t show for their usual Thursday happy hour or their Sunday brunch for a few weeks, one of the managers and their favorite server noticed. But that’s all they did – they just noticed.

Dave and Deanna had taken a week’s vacation, and then Deanna had gotten sick – even had a brief hospital stay. She was better now, and they decided to try a new restaurant on Thursdays and another on Sundays – for some reason, they didn’t feel the same strong pull to go back to the local place they had patronized for years.

Too often we view customer service as something to do just “in the moment,” reacting to something requested or to an issue presented. But if part of delivering great customer service requires that we care about the other, it should move us to act even when the customer’s not right in front of us. We should be moved to reach out to the co-workers not around. We should want to know if our “regulars” are okay. We should convey we care about them even if they’re not accomplishing a task at work or paying us money for some product or service.

Notice those that are missing, and care enough to serve them when they’re absent.

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