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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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With Customer Complaints, Forewarned is Forearmed – 2/16/16 TOW

Posted on February 16, 2016 in Customer Service Tip of the Week Please leave a comment


Sound ominous?

It’s not meant to be ominous as much as this old saying is a cautionary tale to multitudes of people in life, especially those of us in customer service.

This saying implies that if we know something is going to happen, then we should be prepared. So how do we get “Forewarned” about customer complaints?

Think about the early warning signs of a complaint. Is the website down? Are callers holding a long time (or longer than normal) before they get to you? Is your company’s call volume up? Is the facility having issues (too cold, too hot, smells)? Has this customer complained before? If the customer’s in front of you, does their body language or facial expression denote they’re about to detonate?

There are ways to become aware that the conflict is imminent.

But what does it mean to be “prepared?” After all, awareness does not equate to preparedness. How do we get “Forearmed” in our customer service world?

Know the Company – Clearly understand policies and procedures for serving customers, service recovery processes, and authority you have to fix a problem or compensate a customer.

Know the Customer – Access client information on their past purchases, service calls, and complaints. Know what causes the issues, how they reacted, how your company responded, and how issues were best rectified.

Know Yourself – Know the right questions to ask; be aware of what triggers your emotions in these tough situations, and bring in your best attitude of patience, empathy, and responsiveness, as well as your mindset as a solution-provider.

We can’t anticipate every customer complaint, but if we can increase our awareness of the triggers of complaints and improve our preparations for the encounters, we can handle them more effectively and more quickly.

Forewarned is Forearmed.

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Be Proactive, in Helping Yourself – 6/2/15 TOW

Posted on June 2, 2015 in Customer Service Tip of the Week Please leave a comment


The young homeowner went to the hardware store to buy a new chainsaw, and he asked the employee for advice. The employee suggested a particular model and noted that “it can cut up to 25 yards of wood a day.”

The homeowner was thrilled, so he bought the chainsaw and went home to start cutting.

A week later the homeowner went back to the hardware store with the chainsaw and asked to talk to that same employee.

“It’s a pretty good chainsaw,” said the customer, “but I was only able to cut 15 yards of wood a day.”

“Hmm,” said the employee. “Let me check it out.” So the employee pushed a button, pulled the cord, and the chainsaw started right up.

Immediately the customer yelled, “What’s that noise?!!”

I can’t take credit for this story, but I love it! Obviously the customer was trying to use the chainsaw without actually turning it on. He was probably working incredibly hard to get it to cut, and when the employee – who was more experienced in the use of chainsaws – started it up, the customer realized the issue. He was working much harder than necessary, and he wasn’t getting the productivity he needed.

That’s what can happen to us when we rely too much on ourselves. Look around your office. Who has some wisdom to share? Who has specialized knowledge of a product, more experience with a service, appears more adept at handling certain types of customers, or is more comfortable in certain situations?

Identify them, and tap into their wisdom. Maybe you won’t have to work as hard, and you’ll be a little more productive and effective.

Use your proactive nature to help yourself.

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Don’t Copy Company A – 5/19/15 TOW

Posted on May 19, 2015 in Customer Service Tip of the Week Please leave a comment


Terri, the church secretary, knows that the copier agreement ends in about a year, and while she’s aware of its upcoming renewal timeline, it’s obviously not something that she thinks about much.

The current copier vendor (“Company A”) signed on with the church two years ago, before Terri became the new secretary; that vendor hasn’t contacted the church once since the contract was signed. Even though there’s a maintenance agreement, they have never come out to do service because the church never called. So even though “Company A” has a contract with the church, they have no relationship.

When another copier vendor (“Company B”) contacted Terri about the church’s needs, Terri said she’d talk with them. “Company B” noted specifically how they would save the church money on the contract. They described how they’d provide more maintenance and shared their “Company B” promise that they would contact the church to schedule the appointments. They noted the increased functionality they’d provide on the copier. And while changing vendors today and getting out of her current contract would require time and effort on Terri’s part, she’s willing to do it.

The reason that she’s willing to do it is partially because of what the new provider is offering. But here’s the big difference – she knows what it’s like to be a customer of the current vendor, and there’s no relationship, there’s no sense of caring, there’s no proactive communication, and there’s no sense that she – the customer – matters.

Realize that getting a customer is merely the start of a relationship. Make and execute the plans to develop a relationship, provide proactive communications, and ensure the customer feels like they matter to you.

Don’t Copy Company A.

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