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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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Care Enough to Give Them a Heads Up – 1/30/24

Posted on January 30, 2024 in Customer Service Tip of the Week Please leave a comment

Nothing bad at all might happen.  Every day in the office could seem like every other day.  Sights and sounds and smells might continue to be the same.  But we have a lot of construction going on around our offices, and the building manager knows the type of work we do and the number of client calls and meetings we have throughout the week.

The construction doesn’t affect every part of the building all the time, but the building manager wanted to update me on the progress.  She told me when my area might be most affected by loud – and I mean LOUD – noise, so I could plan to go offsite if needed, and she asked me to proactively check-in with her if the noise was disruptive or something unusual happened.

She gave me a heads up.

This wasn’t even a warning of what would definitely happen.  It was an explanation of what might happen, when it might happen, and why it could happen.  She explained things in detail, yet conversationally.  She asked me to reach out and let her know if anything unexpected happens or if I had any questions.

This is basically a situation where nothing negative may end up happening to the customer, but the company knows something could happen.  Therefore, instead of hoping for the best and not engaging the customer unless the customer came to her with a complaint, she decided to be proactive. She decided to set some expectations. She decided to create dialogue.  She had enough knowledge of her customer’s type of business to understand how I might be impacted.

And I appreciated it.

Service recovery is typically what you do to recover after an issue happens, but the building manager engaged before something happened.

This is about being proactive to avoid the complaint, or to mitigate the negative effect on the customer, or to enable the customer to prepare themselves so that they are not inconvenienced, frustrated, or upset.

The next time you’re aware of something with your organization’s products, services, communications, or environment that may negatively affect the customer, let your customer know what to expect.  Let them know when things may happen.  Let them know how to communicate and with whom to communicate if any difficult situations arise.

Care enough to give the customer a heads up.

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Same Place, Different Experiences – 9/26/23

Posted on September 26, 2023 in Customer Service Tip of the Week Please leave a comment

Meredith was getting discharged from the clinic, when the nurse came in, gave her a packet of information including the discharge instructions, explained the next steps, and asked if Meredith had any questions.  Freida, across the hall, was told that she could leave when ready.  However, Freida had to ask if there were any discharge instructions since she hadn’t received any.

Meredith was going to the sporting event, and she was very excited!  Her account representative e-mailed her a week beforehand with instructions on parking options and other amenities/activities around and in the arena.  Freida showed up to the same sporting event.  She had no idea where to park, how much it would cost, or where to enter the arena.

Meredith happened by a new coffee shop, and she ordered a drink.  The employee showed her where the cream, milk, chocolate, and other items were that Meredith could add to her coffee.  The employee also told her about a loyalty program.  Freida went to that same coffee shop later in the day, got her coffee, and left.  She thought:  This tastes good but could have used a little more milk and a dash of mocha.

Both Meredith and Freida went to the same businesses on the same day.  Obviously, these businesses need to learn a lot about consistency, because they were all inconsistent in the experiences that their customers received.  In each case, Meredith had a better experience.  And the key differentiator was that the people serving Meredith were proactive.  They were anticipating next steps, and the result was a customer who was more comfortable, more confident, had a better experience, and even had a better cup of coffee!

Don’t wait for the customer to ask.  Stand out from the crowd by simply being more proactive.

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Be Proactive without being Pushy – 9/20/22

Posted on September 20, 2022 in Customer Service Tip of the Week Please leave a comment

Delivering great customer service isn’t just about responding and reacting.  It’s also about being proactive.  Developing relationships involves reaching out first, not just extending our hand when somebody reaches out to us.

But it’s all too clear that those of us who are in service roles prefer those roles to sales, and when we think about proactively reaching out, often we think that we’re selling to others – Ick!  However, if we don’t reach out to our clients or customers, we are not fully meeting their needs.

So, if we are not pushing products, why are we proactively reaching out to customers?  Here are some examples of why to reach out.

Freshen: To keep the relationship fresh.  If they haven’t heard from us except when they are buying something or complaining, those quiet periods are when relationships go stale.  It’s when they view us more as a commodity than as a partner.  We need to keep the relationships fresh.

Understand: Reach out to better understand them and their needs or issues.  This can be via an informal survey; maybe as part of a conversation, you ask about how things are changing in their business or their lives.  You’re trying to learn from them to better serve them.

Match-make: You reach out because you have a base understanding of their needs, and your organization has something that might help them, in particular.  You’re trying to match who they are with what you can do for them.  In some ways, we’re doing them a disservice if the customer has to go to your company for one thing and 3 other companies for other services – all of which you provide – but they don’t know that because we haven’t informed or educated them on all you can do for the customer.

Thank: You proactively reach out to convey appreciation and show that you value them.  You literally reach out to say Thank You and to check-in on them.  It makes them feel like an individual instead of an account number.

Request: You can even reach out to simply ask them if they know of anyone who might be a good fit with your business, who might benefit from a relationship like your customer has with your company.  You’re not selling; you’re just giving them the opportunity to make a connection for a friend with you and your organization.

Great customer service includes reaching out to customers – be proactive without being pushy.

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