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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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When Conflict is Good – 9/27/16

Posted on September 27, 2016 in Customer Service Tip of the Week Please leave a comment


Blake and Mary were in a heated discussion at work. The rest of the people in the meeting were a little uncomfortable, and they squirmed in their chairs. As the dialogue got more quiet, others began to chime-in – everybody adding their own “two cents,” and then there was quiet for about five seconds.

Jennifer – the team leader – then said, “So based on what I’ve heard, the best option for the customer and our growing workload is to go with Option B, but we’re going to delay the launch until February 1st. Is that what we have agreed to and will support?”

Everybody nodded their heads. Blake said “definitely.” Mary said “that works well.”

There was conflict. There was debate. There were multiple people in the room coming in from all different perspectives. It was uncomfortable. It was emotional.

And it was great!

Conflict can be good, especially when a team at work is debating a course of action to take, and they’re trying to make the best decision possible. Conflict is healthy, especially when that “best decision” is the focal point of conversation, and the debate doesn’t attack the individuals. Instead, it’s an important discussion of issues and ideas, of solutions and decisions.

And it’s not boring.

Do you want interesting and collaborative discussions – conversations that end with the best decision possible?

Then embrace healthy conflict. Embrace the right kind of debate that leads to the best solution.

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Narrate the Great Customer Experience – 12/8/15 TOW

Posted on December 8, 2015 in Customer Service Tip of the Week Please leave a comment


With several clients recently, we’ve led visioning workshops to define the great customer experience as well as their desired culture – so these are topics top-of-mind in many industries. The problem for many staff is that they either already think they deliver a great experience, or different people define the great customer experience differently. So even if there is a vision created, how is that vision clearly articulated to staff?

Occasionally part of the communication plan for a new customer experience vision involves developing a narrative. Consider having a customer experience vision such as “We strive to be the premier grocery store in the community, where the best items and greatest attitudes in our region are seen by the quality of our produce and the smile on our employees’ faces!”

Okay – so the grocery store wants good produce and employees to smile. So what, right?

Let’s now paint the picture with a narrative of the vision that conveys what the customer may experience at checkout (read this as if you’re a customer):

It was the usual superb Grocers Unlimited experience. After hitting just those aisles where I knew they had the product I needed, I went to the register to check out. There was only one person ahead of me, and the cashier welcomed me to her area. She looked as though she had been having a great day, joking with the customer ahead of me about the local sports teams.

When it arrived for my turn to check out, bonus card in hand, the clerk again said hello and asked if she could scan my bonus card. She asked if I’d like her to hold onto my coupons until she was done.

The baggers had been flowing very consistently between the different registers to help. It didn’t seem like any cashier had to do his/her own bagging for an entire set of groceries.

Since I was in a talkative mood, I asked her about the customer service award placards on the wall. “How do you earn an award, a 100% rating,” I asked. “You have a mystery shopper come in who is looking for you to address her appropriately, take care of her needs, and ensure she’s satisfied,” she replied. I asked if she tries to figure out who might be a mystery shopper so that she can earn the award. The cashier said, “No. I try to treat everybody, my customer, my co-worker, my team leader like I would want a family member treated. As long as I keep that attitude, when the mystery shopper comes, I’ll get the reward.”

This short narrative about a two-minute transaction addresses many things – attitude, body language, customer engagement, employee knowledge, teamwork, employees who know their roles, proactivity, and efficient processes.

When you define your customer experience, narrate the story to be clear to others what’s expected.

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Do More Than What You Say You’ll Do – 1/13/15 TOW

Posted on January 13, 2015 in Customer Service Tip of the Week Please leave a comment


During a meeting with a client who was trying to work through a culture change, the question was raised about how they could change a culture of broken trust.

WOW! That’s a very direct and not quickly answered question. Many of the answers fall at the feet of organizational leaders – they’re the ones most responsible for creating an environment of trust. But let’s look at the question from a different perspective – the perspective of an individual team.

Many people believe that – to build trust – you must do what you say you’ll do. That way, the client, the co-worker, the peer – they all believe in your actions and begin to trust you.

But there’s a different type of trust, one that’s about more than the task. It’s your being able to trust others enough to open up to them, to share your thoughts, your concerns, your ideas, your critiques, and your feelings. This kind of trust requires you to be willing to communicate what you’re thinking and feeling.

This trust is not as easy as “doing what you’ll say you’ll do.” This is about your being trusting enough in how others will respond, how they’ll respect you and what you share. This is about your willingness to open yourself up for the good of the team.

When trust on a team is lost, yes, team members need to rebuild it by saying they’ll do something, and then doing it. But if your team has deep trust issues due to new members, past conflicts, or some other reason – there need to be intentional efforts on the part of the individuals to share what they think and feel, to start the process of being open and trusting others. Being willing to open up is the first step in engendering trust from others.

Can you take the first step on your team? Tell them “I’m going to share something that I’m uncomfortable sharing, and I’m trusting you will listen and be respectful of me in the process.” Then offer your idea, your concern, your critique, your feeling, or your thought.

Start the process of building back team trust.

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