prospect | Customer Service Solutions, Inc.

Caring Goes Beyond Competence - 11/30/21


April went to get some routine car maintenance done at the local service center.  When they finished the oil change, she paid for the service, got her keys, went to her car, and opened the door.  As she was about to enter the car, she stopped.  Somebody had obviously Read more

You Mostly Get What You Give - 11/23/21


It is Thanksgiving week in the United States, so let’s talk “Thanks.” There’s a saying that You Get What You Give.  And while the goal of giving thanks should not be “To receive things,” getting something positive in return is often a nice byproduct of being appreciative of others. It’s amazing Read more

Van Gogh the Vision - 11/16/21


Want to create Service Excellence in your organization?  Have a vision, then paint the picture of that vision.  It’s easier to create something if you can visualize it first, so let’s Van Gogh a Vision. Excellent customer service is delivered in a courteous manner.  Courtesy comes through when employees are Read more

First E-mail Impression? I’ll Enjoy Working with You - 11/9/21


When you provide consulting, research, and training services like we do, you meet a variety of people, and many of them are new individuals to work with even if they are in organizations you’ve worked with for years. When I meet the new customer or they meet me for the Read more

A Way to Serve with Empathy - 11/2/21


We first wrote a Tip of the Week on empathy back in 2008. It was the most important customer service skill then, and it’s the most important customer service skill now.  And as we’ve noted in society, empathy is becoming a word that is used more often in more Read more

Channel Your Inner Aristotle - 10/26/21


Aristotle once said: We are what we repeatedly do.  Excellence, then, is not an act, but a habit. This is a very interesting statement.  We need to break it down to fully understand and appreciate it. We are what we repeatedly do. Let’s focus on the word repeatedly.  None of us is Read more

To Improve, Understand Why You Do What You Do - 10/19/21


In the 7 Habits of Highly Effective People, Stephen Covey says that habits form at the intersection of desire, skills, and knowledge.  Desire is the WANT TO do something.  Skills is the HOW TO do something.  Knowledge is a combination of the WHAT TO do and WHY TO do Read more

Tailor to the Type - 10/12/21


We’re all different.  We’re all unique.  Every customer is different and unique, as well, and we should treat them as unique individuals. While we should see each customer as unique, before we fully get to know the customer, there are some core philosophies to take into customer conversations based on Read more

Avoid the Silence; Build the Relationship - 10/5/21


Our interactions with customers are “Moments of Truth.”  These Moments of Truth can be conversations with a customer about some complaint, encounters when they're in the drive-thru, questions about an order that the customer calls in to the company, or brief interactions in the lobby of a government building. Sometimes Read more

Make it a “Good Busy” - 9/28/21


When I’m speaking with colleagues or clients, I’ll often ask how their day is going. The response I get almost once a week is something like:  I’m incredibly busy! When I get that response, sometimes I’ll ask whether it is a “good busy” or whether they are “fighting fires.” I’ll ask Read more

Don’t Turn Your Clients Into Prospects

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

Many years ago I was consulting with a client in the financial services industry. This credit card provider would send out literally 2-4 million marketing pieces at a time with the hopes of getting a fraction – under 3% – to respond. The client would then initiate a sales process with that 1-3% and hope to close a certain percentage of those. While I was helping them on the operational aspect of one area charged with this process, I couldn’t help to be awed by the waste…and the fact that they were using generic marketing messages on existing customers.

A customer is not a prospect, but this client was treating them like one.

In the world that we prefer to work in today – that of customer service, the patient experience, season ticket holder retention, and account growth – you view retention and growth as 1-on-1. You view it as me (the employee) knowing you (the customer) so personally, so specifically that I know how you prefer that I communicate with you. I know whether you’re thinking of staying or leaving for a competitor. I know whether you’re likely to be a good candidate for cross-sell/upsell, and I know the best way to do that. I know whether it’s okay to ask for a referral. And when you form your opinion of my organization, I know what are those main opinion-drivers.

Being successful in the customer service, client experience, customer retention world requires that you never start thinking of a client as a prospect. Once you do that, you give up the competitive advantage of having a deeper, more personal relationship with that client.

Don’t turn your clients into prospects.

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