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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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When it’s – Truly – Not Your Fault – 6/12/18

Posted on June 12, 2018 in Customer Service Tip of the Week Please leave a comment


Jennie was under fire. She was the first line of defense – the front-line worker in the software firm. She didn’t make the software. She didn’t cause it to have errors. She wasn’t the one apparently avoiding the biggest customer’s calls.

Yet, here she was – dealing with the issue, the anger, the emotion of the customer, and it was truly NOT her fault.

This is when you could have one of a number of urges – you can argue, you can ameliorate (an underrated word!), you can obfuscate (nice SAT word!), you can empathize, or you can throw your co-worker or company “under the bus.”

This is the time to hold back on that last urge – don’t take down a co-worker to take down the customer’s emotion. This is when that phrase “you have to be the bigger person” comes into play. The best response to a customer situation is not always what we’d prefer to do. The best response is often not the easiest. The best response isn’t always painless in the short-term.

The best response – when it’s truly not your fault – starts before you get into the technique, the wording, the engagement with the customer. The best response starts before you respond to them – it starts with how you decide to handle yourself.

It’s a matter of having the conscious thought that “It’s not about me. Let me do what’s best for the customer and the company. Let me focus on others – not focusing on who’s to blame (or not to blame, in this case).”

It’s a mindset and a realization that – yes – you have to be the bigger person.

Thanks for what you do as a customer service representative of your organization.

And thanks for what you don’t do – namely throwing your co-worker “under the bus.”

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Be Habitually Great at Customer Service – 5/8/18

Posted on May 8, 2018 in Customer Service Tip of the Week Please leave a comment


“It takes 21 days to form a habit.”

Actually, I don’t know if that’s true, but I’ve heard that statement many times. It’s based somewhat on the timeline, but it’s also based on the premise that habits can be formed simply by intentionally repeating the act. You make something second nature by making it a first priority for a period of time.

In customer service, we don’t always perform perfectly; some things we should do or say are not top-of-mind, not the way we were raised or trained. Therefore, we need to write them down, put a sign on our desk or door, a post-it on our computer or on the dashboard of our car, an e-mail reminder we send ourselves, a statement written on the white board, a note taped to the fridge.

However you remind yourself, however you keep something top-of-mind, use that vehicle to reinforce some desired action, and do it for – as they say – at least 21 days.

But what are those habits you want to form? Here’s a list of core customer service habits where we’ve seen employees lacking over the years:

  • Using the customer’s name frequently in conversation.
  • Talking with the customer – keeping them engaged – when you’re working on the computer or looking through files.
  • When they’re waiting onsite, touching base with them every 10-15 minutes with updates.
  • Telling the co-worker to whom you’re transferring the customer about the customer’s situation so that the customer doesn’t have to repeat themselves.
  • Ensuring you end the call or appointment or meeting confirming that the customer got their need met and understands next steps.
  • SMILING!
  • Thanking the customer multiple times during the encounter.
  • Responding to e-mails and voice mails no later than the next day.
  • Putting away your phone when you enter a meeting or you’re on a call.
  • Looking away from your computer when you initially engage the customer.

 
While some of these may sound basic, rarely will you find employees who consistently do these activities in their customer encounters. That’s because they are not yet habits. To be great at customer service, you have to at least be really good…consistently!

Be Habitually Great at Customer Service.

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Predict, Prioritize, and Personalize – 9/12/17

Posted on September 12, 2017 in Customer Service Tip of the Week Please leave a comment

Many sports organizations are overly marketing-driven, so they’re typically much more focused on major marketing initiatives/programs than the 1-on-1 relationship-development approach we promote. So when we work with Sports clients, we’re often asked why we use research to do so much analysis on individual fans. Here are 3 key reasons we offer:

  • Predict – Sales to and return/renewal of existing fans typically result in 70%-90% of a sports team’s ticket revenue annually, so we use our CSS Renew+ analysis to predict the renewal likelihood for every existing fan. This prediction enables teams to know who’s most likely to renew, who’s on the fence, and who’s least likely to return. This leads to the next reason.
  • Prioritize – When you know who’s most likely to return, you can prioritize them for upsell/cross-sell efforts. When you know the customers who are on the fence, you can prioritize them for service recovery or retention efforts. When you know who has little-to-no chance of returning, you know with whom to spend little time – these fans may get the e-mail instead of the personal call or visit.
  • Personalize – When we perform analysis of the client base, it typically occurs after we’ve conducted a fan survey, so we’ve gathered tremendous intelligence on the individual fan. Instead of the follow-up to the prioritization activity being thousands of generic e-mails being sent, the follow-up involves a call to the customer named Marty that references how he likes to take his family to games and what other kid/family activities are available. The follow-up involves addressing Claudia’s concern with traffic and parking, noting actions the organization is taking to relieve those concerns. And the call to Chris includes following up on the interest he conveyed in the survey for more tickets for his small business.

 
If you’re trying to uncover the reasons to research and analyze information on individual clients, remember these 3 key words.

Predict, Prioritize, and Personalize.

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