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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

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

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Speed the Transformation of Your Customer’s Experience

Posted on December 17, 2013 in Business Advice, Education Please leave a comment

I’m constantly flummoxed by executives who feel that the only good idea is a new idea, the only means to success is through their own innate creativity. A COO once told me that trying to create simplicity in operations for staff (so they could more consistently deliver a great experience to their customers) wasn’t challenging enough.

The best executives need to realize that there’s a multitude of great examples of customer service cultures and wonderful customer experiences in other businesses, other industries. And there’s no shame in learning from others to speed the transformation of an organization.

In the article City School District taking lesson from Wegmans, the Rochester School District announced that it was going to train staff on many of the same customer service principles and techniques that Wegmans Grocery Stores (with a reputation for great customer service) utilize. This includes quick issue resolution and fostering a WWWD (“What would Wegmans do?”) mindset.

The point is not to say that we all need to look to our local grocer for customer service tips. Rather, in Education or other industries (local government, healthcare, etc.) that are not always known for a great customer experience, sometimes it’s better not to look at industry peers. It’s best to look to those who have the reputation for being the best in a particular aspect of business. Think Zappos for culture, Chick-fil-A for consistent customer service in a transactional environment, or Amazon for personalization in a high tech/high volume world.

Speed the transformation of your customer’s experience by benchmarking with best-in-class performers OUTSIDE your industry.

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In Service Recovery, Say It Like You Mean It – 12/10/13 TOW

Posted on December 10, 2013 in Customer Service Tip of the Week Please leave a comment


Wanda was incensed. She was talking to the customer service representative about one of her client’s mortgages, and she was venting. “I waited on hold for 37 minutes, and then when the representative picked up the phone, he tried to help, but he couldn’t. After 11 minutes, he transferred me to another service center, where I was on hold 10 minutes as well. I left a message, and nobody has called me back!”

Notice that she’s giving specific times, explaining the process she’s been through, and ends with a negative (and a hefty inflection).

Next, Wanda was silent for about 15 seconds, and then she said “My client just wants to pay off the mortgage. The gentleman I spoke with from your company tried that, and it didn’t work.” [paused] “You say you want to help, but if you did you would be listening – like I mentioned, he already tried that, and…” [paused] “Please don’t interrupt. Listen, my client just wants to pay off his loan. Just look up his account number, please, like the other gentleman did, and I’ll explain this again.”

Notice that she’s using professional terminology (“gentleman…client…please”), but she’s upset after each pause. In each pause, the customer service representative is trying to direct Wanda or trying to run through a script, and Wanda isn’t happy. Wanda seems professional and somewhat patient, but she’s VERY frustrated, and this current representative isn’t conveying he cares. He isn’t conveying that he’s listening. He isn’t conveying that he SINCERELY wants to help.

In Service Recovery situations such as this (especially on the phone), the customer not only needs to sense action is occurring, but they need to feel like you’re listening – they need to hear that in your voice and by what you communicate back to them. Restating and confirming their issue before suggesting a next step, having empathy, being patient enough to let them finish while conveying a little urgency FOR them through your voice (with some pace and fluctuation), and even stating that you want to help (by emphasizing the word “want”) – these are ways to show you care in Service Recovery.

These conversations are tough, but to the customer they’re often tougher because they feel they have no control over the resolution. Therefore, we need to deal with their emotion with sincerity coming through in our voice.

In Service Recovery, Say It Like You Mean It.


Customer Retention for Marketers

Posted on November 26, 2013 in Business Advice, World of Customer Service Please leave a comment

Many marketing articles, blogs, apps, other tech-related devices talk “customer retention” but are really talking their true love – “marketing.” They talk about how “marketing drives higher retention” and how relationship development is really “drip marketing.”

I’m not going to debate retention v. marketing because many people think only about sales and marketing, they don’t think in terms of customer service and developing relationships for the long-term.

So for any marketers out there, here’s some customer retention advice on mindset, strategies, key questions from the marketing perspective:

  • When considering retention, think of your customer as an individual person – not a group. Communicate with them as an individual, not as a market segment. If you’ve ever had a company for whom you’ve been a long-term customer market to you like you’re a prospect, that company abdicated their relationship with you for the ease of pushing products.
  • When developing strategies, focus on the concept of what you need to do to still have this customer in 1-2 years. In other words, what would you need to do – and when would you stage those actions – over the next 1-2 years? Companies who think short-term, often come across as doing things in their best interest, not in terms of what’s best for the customer.
  • When communicating with them, first know how they want you to communicate with them (not how you want to communicate with them). I’ve oftentimes received multiple sales telephone calls and just let the machine pickup, never to return their call. However, if they would have e-mailed me in a personal way, I’ll always respond, even if not interested at that time.
  • Communicate with them in their preferred frequency of communication. Some people will opt-out of e-mail campaigns coming at them 3-5 times per week (especially since they’re typically just sell-related), but they won’t opt-out if it’s once every 1-2 weeks and/or if there’s a mix of sales and more educational communications.
  • View a customer as a supplier of information to you – the information you need to retain and sell them. Don’t think “push” first; think “pull” first – spend more of your research strategy in getting to know them, asking questions and pulling information from them (especially at the start of the relationship) than pushing offers to them.
  • Base your decisions on their personal retention drivers; base your strategies on them as individuals. If you know why one customer will stay with you, address it. We conducted research for a client that noted that first-time customers who are likely to renew annual contracts are actually interested in upsell opportunities, but a high percentage of first-time customers are not likely to renew. You can’t do much with that general information, but since we knew which customers had which inclinations, we could recommend to whom to market and to whom to take a service recovery/retention approach.

If you’re a marketer, customer retention is for you – just know through what lens to look to create your marketing strategies.

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