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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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Inflate Your Team – 4/17/18

Posted on April 17, 2018 in Customer Service Tip of the Week Please leave a comment


I was talking with a friend recently about their job change. They’re still working in the same company, still doing the same type of technology support, but their position had been moved from a user area to the information technology department.

This person seemed happier in their job than they had ever been before. They smiled more during conversations. They seemed more relaxed and at peace. The workload was the same, the content of the work was the same, but there was one big difference – the people she worked side-by-side with every day were different.

In her other department, even if she started the day with the best attitude possible, by the end of the day her motivation was gone, she was worn out, she felt times of stress, and she often felt down.

In her new department, she ended the day with more energy, she was generally happy, the tension and stress weren’t there anymore, and she felt at peace about the accomplishments of the day’s work.

I’m sure she herself had something to do with how she felt in this new department, but just as big an impact on her were the people that she worked with in each place. In retrospect, she viewed her co-workers in the first department as Deflators. The people in her new department are Inflators.

In the previous department, staff talked negatively, didn’t plan well, made every issue a big issue, were concerned more with their own image than team performance, communicated expectations poorly, and then complained when hidden expectations were not met. These were the Deflators.

Her new department included people who were very professional, well-organized, understood their common goals, enjoyed each other’s company in fun activities like fantasy football, were happy to jump in and help co-workers, and generally functioned as a team.

Take a look back at what caused one group to be considered Deflators and the other to be considered Inflators. Then look at yourself. What impact do you have on your co-workers with your attitude, your planning, your willingness to help, and your focus on others?

Make sure you’re a model of great teamwork. Be an Inflator.

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Peer Recognition Made Easy – 4/10/18

Posted on April 10, 2018 in Customer Service Tip of the Week Please leave a comment


There may be one manager in the department. There may be one supervisor over your division. Those individuals may see you interact with customers, but usually your conversations with your customers are out of the sight of leadership.

Every day you make a difference, and often you’re working side-by-side with co-workers who are also making a difference. So, if we rely only on leadership to recognize us, we’re losing out on one of the greatest sources of recognition – our peers.

A Quick Story – The client called their account representative, Beverly, with a request about the monthly lawn service they were scheduled to provide. Beverly offered some suggestions to the client, noted that Jeremy would be onsite the next day and could provide more information, and shared how knowledgeable Jeremy is on this particular topic.

Jeremy delivered what Beverly promised, and the client sent a thank you e-mail to Beverly, noting and appreciating Jeremy’s patience and information shared. Beverly then routed the kudos to Jeremy and his supervisor.

It was simple.

The employee heard something positive about a co-worker, and let the co-worker know. The employee experienced a co-worker going above and beyond, and she simply shared that information with him.

Beverly could have just heard the compliment, but she took an extra few seconds to share that compliment with others in the organization. This form of peer recognition is exceptionally easy – all you have to do is to share what you hear positively with that co-worker and potentially with their supervisor.

Many of us appreciate being appreciated, but for many of us all the appreciation comes solely from the fulfillment of doing your job well or the occasional but all-too-rare accolades we receive from supervisors. If instead we take on an attitude of appreciation and a desire to point out the positives of peers, we’re filling up people with accolades by simply passing on the positives that the customers share.

Make peer recognition a part of your everyday job. Simply pass along customer kudos.

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Use Privacy to Keep the Peace – 2/20/18

Posted on February 20, 2018 in Customer Service Tip of the Week Please leave a comment


When conducting a Service Excellence Training session for an education client, I asked the staff from Student Services to describe situations where they encounter irate students. One of the employees noted how – when you correct the student or try to educate him on his part in the process – the conversation can either go really well or really badly. A student can either listen, understand, and move forward, or they can throw a royal fit. What’s the difference? The difference is WHERE the conversation takes place.

If the employee is noting what went wrong or telling the student that they needed to have taken some actions before showing up and they’re surrounded by students, the conversation can go negative very quickly.

However, the same conversation can take place with the same information presented by the employee in the same way, but where it takes place can elicit a totally different reaction.

The difference? Embarrassment.

The student can easily react defensively or angrily if information that puts them in a negative light is conveyed in a public environment. While this may seem intuitive, too often employees are engaging the student, the client, the patient, the family in a conversation in a public location that serves to do nothing but heighten the emotions of the customer.

In customer service, the privacy of the customer is actually your friend. Find ways to convey in a more private setting not only the bad news but also information about anything that the other person should have done or should have known.

Ensure that what you say doesn’t create an irate customer situation simply because of where you say it.

Use privacy to keep the peace.

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