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Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

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

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Use AI to Improve Your Performance – 7/23/24

Posted on July 23, 2024 in Customer Service Tip of the Week Please leave a comment

Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers.

This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the information available to its clients.  The company thought they would need fewer call center staff, but what they realized was the additional information it provided clients created more in-depth and challenging questions from customers.  It turned out that the company needed roughly the same number of staff, but the staff had to be more knowledgeable.  What was expected of them was higher-level.  The basic questions were handled by customers on their own, so now they had deeper, more complex questions to be answered.

That story addressed the company view and how – in the end – the website impacted what was expected of employees, how their expertise had to improve.  The same thing will occur with AI.  Companies will use AI to do the basic things, the more monotonous things, the more time-consuming, lower-level activities.  Our tasks will require more expertise, more knowledge.

Free Up Your Time, Expand Your Knowledge

So, let’s be proactive, and let’s see how we individuals can use AI to actually free up some time for us to focus on the higher level, the more complex, and position us more as consultants with our clients.  Here are three ways each of us can tap into AI to better ourselves.

Create Your Own FAQ Responses

Identify 5-10 core questions that you’re asked, and use AI to give you a draft set of responses for those types of questions with the specific types of customers who pose them.  Then you can tweak the draft AI responses to meet your needs.  Save yourself time by creating your own FAQs.

Develop Draft Messages/Documents

If you have typical e-mails or documents that you send to clients – whether it’s a meeting follow-up, a request for information, or details you’re providing them about a process, use AI to start the template.  Emphasize to AI that you want it to be professional and courteous, succinct and clear.  Use AI to be more consistent in typical communications.

Train Yourself

Identify some aspects of your job where you are not yet proficient or you’re not at the expert level.  Use AI to identify a list of resources or a set of information you can review to enhance your skill set.  It might be about a particular situation, type of customer, type of technology.  Let AI get you started on personalizing a professional development plan so you can more quickly learn and excel.

Use AI to save yourself time and help you speed up your own performance improvement.

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The New Burger Experience – 7/16/24

Posted on July 16, 2024 in Customer Service Tip of the Week Please leave a comment

Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be good – expectations were high!

Wanting to do takeout, he hopped on the restaurant’s website at dinnertime, but there was no order online button. He did find a phone number, so he called; the system said they would send him a text with a link to the ordering page. He immediately received the link, immediately clicked it, and immediately realized the link was broken. He clicked over and over again, and it was broken over and over again.

Hurry Up and Wait

Well, the restaurant was only open for about 2 weeks, so he assumed they might not have gotten all of their technology together, or maybe they were overwhelmed by people wanting to check out the restaurant. So, Floyd decided to drive and order in-person. He packed his patience just in case the place was bombarded with customers wanting to check out the new restaurant.

When he arrived, Floyd’s assumptions were confirmed.  The line was at least 30 people long, with 10 standing outside.  As his place in line finally got inside the front door, he noticed that the kiosks that were set up within the restaurant for ordering were offline. Everyone went to the same sole cashier to order.

Employees Shine!

But then Floyd noticed some other things, as well. Staff were constantly engaging the people in line. They were bringing the food to the patrons and calling them by name. They were periodically giving an overview about the unique qualities of the restaurant and the unique ingredients used in the recipes. It was highly engaging and made the time go by fast. Despite all the activity and stress on the workers, they were making the restaurant shine.

In the end, there was a 45-minute wait from when he first got in line to when he finally got his food. Floyd tasted the burger, and it was OK. He tasted the fries, and they were OK. He tasted the shake, and it was fantabulous!

The next day, Floyd, burger-lover that he is, reflected on his experience. The place was basically brand new, so their technology was down. The lines were excessively long – all that was understandable. The food was adequate, so this is probably not going to be a place he frequents. But it was interesting that despite all of the glitter of this being a famous chef’s restaurant and all of the hype about the quality of the ingredients, the best thing about the experience was the people he encountered – the energy and positivity of the employees despite slow processes, bad technology, and a product that was middle of the road.

Sometimes you are serving customers, and you’re not always serving them top quality products or merchandise. Sometimes you’re dealing with processes or technologies that bog you down or bogged the customers down. So sometimes, the best part of the experience, is you.

Even if the rest of the experience is not memorable in a good way, do your best to make sure that the memories of you are positive.

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Challenges Create Opportunity, People Create Change – 4/20/21

Posted on April 20, 2021 in Customer Service Tip of the Week Please leave a comment

There are so many great things that have been said over the years about overcoming challenges, pushing aside the roadblocks of life, dealing with difficulties.  And these are important points of discussion because challenges are all around us.  There are challenges with our personal health or in our personal lives.  We could have the challenges of dealing with mean or angry individuals at work.  It could be the challenge of trying to support a customer but not getting the support of your co-worker.  The challenges could be inconsistent communications or ineffective systems and processes.  Maybe our challenge is due to our own personal burdens or biases or lack of professional development.

We have these challenges, but to overcome them or push them aside or deal with them, people have to take some action:

  • You’re dealing with essentially the same complaints from customers in your office every day. What can you do to reduce the number of those complaints that you have to deal with each day?
  • You’ve been given bad directions to a customer’s home 4 times this week – it wasted your time! What can you do to make sure it doesn’t happen 4 times next week?
  • You deal with an issue where you’re just not comfortable or confident. What can you do to become more comfortable and more confident?
  • The system is not intuitive for you. It takes you much longer to accomplish your work than it should.  What can you do to become more proficient?
  • The frustration of that angry customer gets to you. You get flustered and you get defensive, and the next thing you know you’re in a 10-minute conversation that never seems to go anywhere.  What can you do to manage your own emotions better?

We’re always going to have challenges.  We are human, and the people we work with are human, as well.  The systems that we work with are FAR from perfect, too!

Identify 1 or 2 of the challenges that cause you heartburn.  Then determine 1 or 2 actions you can take so that these situations happen less frequently or you’re more effective at dealing with them in the future.

Challenges create opportunity.  Be one of the people that creates change.

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