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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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Why Your Customers Would Leave – 5/30/17

Posted on May 30, 2017 in Customer Service Tip of the Week Please leave a comment


We’ve written several TOWs over the years on Client Relationship Development, Touch Point Planning, and Retention & Growth strategies, and all – in some way, shape, or form – address Retention Drivers. We’ve offered many examples of Retention Drivers for particular industries like Sports, but let’s discuss how you determine the specific Retention Drivers for your business.

Why do customers stay with your company…and why would they leave?

Here are several questions to consider in order to uncover your customers’ unique retention drivers:

  • Why did they buy from your business in the first place, and is that part of the reason why they would buy again?
  • What aspects of their experience in working with your business have a significant impact on their decision to buy again?
  • What is it about the brand or reputation of your company that resonates most with them – and makes them want to be affiliated with you as a customer?
  • How much do they value having strong customer service and account relationships with your organization and your people?
  • How do they define “value,” and how important is value in their decision to return?
  • What is the most important factor in determining their willingness to return, and how do they perceive that your organization performs in that factor versus competitors?

Note that most of these questions focus on what’s MOST IMPORTANT to them and what actually drives decision-making. Keep in mind that many people will say that Price or Convenience or Customer Service or Speed of Delivery is important to them, but what actually causes them to choose Company A v. B?

Also note that these questions force us not to make assumptions. For example, don’t assume that the reason they bought first is why they continue to buy. Don’t assume that how you define your company’s competitive advantage matches how your customer perceives your business v. competitors.

Ask yourselves these questions (better yet, ask your customers), and learn their unique Retention Drivers.

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Share a Story of Success – 4/18/17

Posted on April 18, 2017 in Customer Service Tip of the Week Please leave a comment


Rebecca was continuing through the cycle of life, and she was at the stage as a mom where her teenager was looking at colleges. Have you ever been with a teenager on a college tour? Rebecca had not, but after going on 3-4 with her child, there was one aspect that was especially interesting.

After a 20-30 minute slide presentation from an Admissions counselor at the college, the prospective students and their families were broken up into groups for a tour of campus.

Rebecca noticed that the groups she and her teenager were in (like the other groups) were led by current students. These students were typically managing 12-20 high schoolers and their parents, navigating throughout the campus – in and out of buildings – and talking the whole time. These tour guides seemed exceptionally knowledgeable, answered questions comfortably, were high-energy, and had the amazing ability to walk backwards for 60 minutes straight while describing the campus…without falling down – AMAZING!

While these college students were amazing in their tour guide capabilities, they also had one other subtle positive characteristic. Rebecca noticed that she began envisioning the guides as the students that her child would attend college with, be friends with, and be surrounded by during her college years. These were students that she and her child could relate to, and that made the comfort with as well as the confidence in the college grow.

So how does this relate to customer service?

Oftentimes our customers are like the uncertain parent or the indecisive high schooler – there’s not great confidence or comfort. Maybe there’s a little anxiety or uncertainty.

We often respond to that uncertainty by describing next steps or focusing on providing the soothing tone of voice – these are all good things. But here’s the lesson from the college tours.

Also address those emotions of uncertainty, lack of comfort, and anxiety by painting a picture for the customer of other customers similar to them who had success.

“I was working with another new client last week on a similar issue, and this is what we did to resolve things.”

“We’ve had other patients who were dealing with a similar concern, and our doctors and nurses were great at diagnosing the true issue so that we were able to help them feel better.”

“One of our other season ticket holders last year made a similar request, and we were able to find an option that worked for them, so I’m confident we’ll be able to help you.”

Use these examples to see how to paint that picture for customers that puts them in a place where a vision of their success is more clear.

To build the customer’s confidence, share a story of success about a similar customer.

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Visualize Your Way to Success – 3/21/17

Posted on March 21, 2017 in Customer Service Tip of the Week Please leave a comment


Brandon was having a bad day. Well – technically it was not THAT bad. After all, the worst day spent golfing is better than the best day spent working, or so goes the old saying.

But Brandon could not hit anything well. His shots from the tee were okay, but whenever he put a short iron in his hand, he’d hit it fat. For those of you who aren’t golfers, that means that he would take a swing, and the ball would go only a few yards because he would dig a large chunk of earth out in the process – a half-foot long, 2 inch deep divot would go flying through the air.

It was late in the round, and on #15 Brandon hit his best drive of the day. He was only 100 yards from the hole – a chance for a birdie! Well, that’s what a normal person would visualize. But Brandon saw the small pond just in front of the green. So he took his wedge out of the bag for the short shot, got an extra ball out of his bag, and walked over to his ball to hit.

He got out the extra ball because all he could think about was hitting another fat shot, and he visualized the shot landing in the water. So – of course – he visualized having to hit another shot with the second ball.

What happened? Brandon hit a fat shot; the ball plunked right into the water; Brandon dropped the second ball, and he put the next shot right on the green.

With his first shot, Brandon had visualized failure, and failure ensued.

Many times in the world of customer service, we’re reacting and responding – we don’t know what we’re about to deal with, and it’s hard to have time to visualize. But often, we DO have time to visualize. We do have time to see how we want the conversation to flow, how we want the tone to be, how we want it to end positively.

In life, and golf, and customer service – we can visualize success or visualize failure – and whatever we visualize has a greater chance of happening.

Choose to visualize success.

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