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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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They’re Stressed, So You Can… – 8/2/22

Posted on August 2, 2022 in Customer Service Tip of the Week Please leave a comment

Wow!  That customer looks stressed!  Maybe it’s their body language or their expressions; they could be fidgety or talking really fast.

In the past, when we offered guidance in these situations, we focused on how to navigate the conversation step-by-step – what points to cover and what points to avoid.

But today, let’s be a little less prescriptive and just talk about some Guiding Principles when you’re engaging the other person:

Avoid the Absolutes – Conveying empathy is important in these situations.  People seem to be less anxious when they feel like somebody is trying to understand them.  However, it’s best to avoid statements that convey that you are certain about what they’re feeling, that you are certain about their situation:  I know exactly how you feel. You are stressed. I know you’re nervous.

By using these statements, we’re making assumptions that they’re stressed about something.  Sure, they appear that way, but we don’t want to state the assumption as a fact, since we could either be wrong or they may take offense if we tell them how they feel.  Instead, use phraseology like: It seems…or I would understand if…or Situations like this can be…

Temper Your Tone – One way to bring nervousness down is to bring the volume down.  Try to speak more softly. Yes, still use a bit of inflection to show interest but not so much inflection that it brings higher energy into the conversation.  We’re trying to pull some of the energy and emotion out of the conversation.

Ease the Expressiveness – If you’re somebody who talks with their hands (like me!) or have lots of facial expressions, if you’re somebody who moves around a lot when they talk – these activities can keep the energy and the emotion in the conversation.

Slow your movements.  Have more of a neutral, yet somewhat positive facial expression.  Relax your shoulders and your arms, and provide a total focus on the other individual.

When the other person is stressed, we don’t want to do anything to create an even more stressful environment for them – or for us.

Avoid the Absolutes, Temper Your Tone, and Ease the Expressiveness.

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In-the-Moment Stress Relief – 3/20/18

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


It is totally understandable why anyone would feel stress as a customer service representative. You may be dealing with complaints constantly. You have the internal pressure of making a quick call while adhering to a 2-inch binder’s worth of policies. You can hear the pain, the anger, and the urgency in the customer’s voice.

You are asked to juggle information, technology, empathy, procedures, and the uncontrollable – the other person.

I can’t provide every answer that will help you alleviate stress in the next 200 words. That would be unrealistic. But what I can do is offer you some quick tips on how to deal with stress in-the-moment:

  • Don’t think of a horror that might occur in the future. Stay in the moment. Focus on what IS instead of the negative what could be.
  • Breathe nice deep breaths. Let your breathing settle your heart beat.
  • Ask the other person questions more than feeling like you have to react with the perfect answers. The questions buy you time and provide you with information.
  • Remember how similar situations turned out well in the end. Remember that you have gotten through this before, and you’ll get through this, too.
  • Think about how to help the other person more than how the situation impacts you. Moving your thoughts away from how it affects you and toward helping others reduces stress.
  • Write down the facts you are learning during the conversation. Documenting is an activity that occupies the mind and the body.

When you’re feeling that in-the-moment stress, utilize these practices to calm yourself.

Use self-care to reduce stress.

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How to Keep Your Cool – 2/6/18

Posted on February 6, 2018 in Customer Service Tip of the Week Please leave a comment


You’ve had a rough day. It seems like the complaints keep coming. You want to work through your projects, but you find yourself fighting fires instead. And then you get that call – it’s a customer with another complaint or your boss with another urgent request, and you’re going to lose your cool…but you can’t.

You have to take the call. You have to help the other person, but the more they talk or gripe or pull at you or pick at you, the more your temperature rises.

In times like this, remember the BBB technique:

  • Breathe – This can be one of the best things you can possibly do in times of stress. Deep breaths in, hold for a couple seconds, then breathe it all out. Make sure it doesn’t sound like you just ran a sprint, but let the breathing keep your body in check.
  • Break – It’s often a good idea to ask the person if they could hold for just a minute so you can do some research or tell them you need to briefly check on something relating to their topic. Once they’re OK with it, put them on hold – literally take a break (even if it’s just 30 seconds or a minute). It gives you time to gather yourself, to think to pause to breathe, and it even may give them time to settle down. When you come back on the line, immediately thank them for their patience.
  • Get Back-to-Basics – Focus on the facts; ask them for details. Have them tell you the basics – what happened (or what do they need) on what date, at what time, sent to what e-mail address. Literally write down what they’re telling you, and confirm it back to them. When you’re focused on data and they’re focused on data, emotions tend to dissipate.

 
When you feel the heat and your temperature is rising, get your cool back.

Employ the BBB technique.

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