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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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Not So Fast with Quick Issue Resolution – 11/4/14 TOW

Posted on November 4, 2014 in Customer Service Tip of the Week Please leave a comment


The technique we suggest to our clients for dealing with the irate customer is easily taught but not easily perfected. It involves listening, empathizing, accepting responsibility, and delivering on a remedy. We’ve taught literally thousands of Service Excellence training participants how to use this highly effective technique, but many employees have trouble executing it well.

When observing staff role-playing the technique in their small groups, there are reasons why it sometimes doesn’t work – the employee’s tone doesn’t sound sincerely empathetic. The employee makes no eye contact. The employee doesn’t ask questions about the specifics of the issue. Maybe the employee gets defensive.

But the biggest pitfall stems from the fact that most employees want to get out of these conversations fast. There are two typically reasons for this desire for speed: (1) Employees are uncomfortable dealing with angry customers, so they quickly want to remove themselves from the situation, and (2) Employees sincerely believe that quick resolution is what the customer wants – which typically is true.

The biggest pitfall is an employee’s lack of patience.

Whether the employee is trying to extricate themselves from the conversation or help the customer get that quick resolution, the most frequent drawback in taking those perspectives is that they try to navigate the conversation too quickly. They’re not patient. They talk fast. They don’t give the customer enough time to vent. They quickly go to a solution without learning the facts. They interrupt the customer. They say “I’m sorry” so early on and so quickly that the sincerity is lost. They try to end the conversation before they allow the customer to drop the emotions. They try to take control with speed rather than take control with well-worded questions.

Quick resolution is a noble goal, but the best way to get there involves listening, empathizing, and being patient enough to ask the right questions so you can present the right solution. Speeding to an end rarely ends well.

Summon all your patience when presented with a service recovery situation.

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Defend without Being Defensive – 7/8/14 TOW

Posted on July 8, 2014 in Customer Service Tip of the Week Please leave a comment


The customer is not always right. Sometimes they’re flat out wrong. Your co-workers aren’t perfect. Sometimes they don’t return the call, or they’re rude, or they provide misinformation, or they set unrealistic expectations. People make mistakes.

When apologizing to the customer, you sometimes have to say “I’m sorry” or “I apologize,” but those words are hard to come by when that customer is wrong. Those words are difficult to share when they’re criticizing your co-worker.

At the same time that you’re trying to defuse that irate customer, we suggest that you do two things that can seemingly be in conflict: Support your co-workers, and don’t get defensive.

So how do you defend without getting defensive?

Think of defensiveness as having an emotional quality, where you’re trying to protect the co-worker or company, maybe you’re trying to deflect blame from yourself. While these are all natural things to want to do, when you bring your emotion into the conversation, you begin to lose one of the key tenets of successfully dealing with an irate customer – pull emotion out of these conversations.

Therefore, when defending others, do it without emotion, without the tone and body language and words that can raise the temperature of a conversation.

Now you may want to ask why we should “defend” in the first place. Won’t that start an argument? Won’t that make them more irate?

Well it could if done incorrectly, and there’s a fine line we’re walking. The reason to occasionally defend is this: If you allow incorrect conclusions to be solidified in the customer’s mind, then that will affect that customer’s loyalty, that customer’s word-of-mouth, and that customer’s attitude in future interactions with your business.

And while I’m not suggesting you correct every customer misstatement (since that surely will backfire), if they say that Chris – your co-worker – did something that he’d never do (yelled at the customer or advised the customer to do something that’s obviously against policy), you want to support your co-worker. Consider these phrases:

  • I wasn’t in that conversation, so I can’t speak specifically to what was Chris said, but I’m sorry you had to deal with it, and I want to help you find a resolution.
  • I’ve known Chris for years, and I’ll definitely talk with him since that’s not the experiences his customers typically have, and I’m very sorry about what happened in your case. Let’s discuss how we can best resolve this moving forward.
  • That’s not how we typically do things around here, so I’m very sorry about the situation. I’ll definitely share your concerns internally after our call, and right now I want to make sure we can get this situation addressed immediately.

The commonality in these statements is that we don’t agree with the customer that our co-worker was at fault, we stay composed, we let them know that the situation isn’t typical, and we transition the conversation to a resolution.

When dealing with the irate customer, learn to defend without being defensive.


Have Resolve – 12/31/13 TOW

Posted on December 31, 2013 in Customer Service Tip of the Week 1 Comment

Are you going to exercise five days a week in 2014? How about giving up non-diet sodas? What about that 3 mile run every day? During the New Year, most people will talk about “New Year’s Resolutions.” Whether we/they make resolutions is one thing, and whether we keep them is entirely something else.

But the idea of “Resolution” or “having resolve” is a great concept. Resolve gets into determination, will, focus, being decisive, and inner strength. Resolve is a quality of many individuals who are great at customer service. Having Resolve means that when there are issues, you’re determined to fix them. You not only know what’s right, but you have the drive and desire (the will) to do what’s right.

Resolve means you have a focus on doing that which specifically needs to be done, and you have made a conscious decision to act. And Resolve is an inner strength that you have that can handle all those people, all those external challenges, all those curve balls thrown your way that can get you “off task.”

As we wade into 2014, keep in mind that there will be many tough tasks that you’ll be assigned. There will be many difficult customer and co-worker conversations and relationships. You’ll have the stretch goals and the physical and emotional challenges. But you can successfully get through those tougher times. You can come out on the back end with a smile and with accomplishment. You can succeed.

You can face the challenges of the New Year, if you Have Resolve.


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