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Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

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Clinton (not that one) Gets Customer Service

Posted on October 11, 2012 in Business Advice, Government Please leave a comment

The City of Clinton, NC had a good idea. Instead of resolving themselves to the fact that they would have to continually deal with 20% of all utility bills being paid late, having to call most of those late payers, having to cut-off service to some, and having to reinstate service to many of those cut-off, somebody took a step back and asked a simple question. What is causing all these late payments? Then they took an interesting first step by deciding to simply ask the customer.

In the article City rolling out revamped water bill, efforts by Shawn Purvis and the City’s Finance Department are noted. But what struck me most about their efforts is that the approach was based on root cause analysis such as ‘Let’s not assume we’ll always have late bills, complaints, and cut-offs at certain levels and that we cannot do anything about it. Instead, let’s try to figure out why all these issues are occurring and put in some permanent fixes.’

So they began asking late-paying customers why they were late; based on those responses, they implemented solutions such as simplifying the utility bill, better educating customers, and noting total bill payment levels if paid on time v. late. In other words, they asked the customer, and they acted on what the customer told them.

CSS has redesigned bills and invoices for clients, too, and it’s to achieve some of these same goals – making it easy for the customer to pay you on time…reducing the numbers of calls and complaints about bills.

This is the beauty of root cause analysis. While it’s not a panacea, it puts the focus on understanding why bad things happen, and – in customer service – one of the best ways to determine the “why” is to simply ask customers and employees.

Learn a (non-political) lesson from Clinton.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


New York City: A Digital Toolkit for Customer Service

Posted on August 30, 2012 in Business Advice, Government Please leave a comment

New York City is providing a “Digital Toolkit” to small businesses to help them succeed (and hopefully stay and grow) in NYC. According to Mashable (one of the NYC partner organizations along with Google, Tumblr, and Weebly), the Toolkit “can incorporate technology and social media into their business strategy for marketing, sales and customer service.”

Let’s not start a debate about what Google does or doesn’t know about customer service. Instead, the Toolkit is intended to be “incorporated” into a company’s strategy. That begs several questions such as How do you use technology to communicate with and serve customers? How do you ensure consistency between online and offline customer service vehicles? How do you differentiate between online and offline customers and their needs? Are your online and offline customers often the same people?

But the most important question is What is your customer service strategy?

Too many businesses have marketing plans, sales strategies, and pipeline monitoring systems. But how many have a customer service strategy? How many have plans for retaining and growing with existing clients?

Before you jump into social media customer service or use a toolkit to define your own customer service strategy, create the strategy first.

Strategy first…toolkit second.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


Determine Who is Retainable

Posted on August 8, 2012 in Business Advice, Government, Sports Please leave a comment

I was reading this article on How to Project Customer Retention for a Subscription Business, and it reminded me of a project we worked on about 10-12 years ago for a local Chamber of Commerce.

Essentially, the Chamber was disappointed in their retention rate, and they wanted to improve it, and they had very aggressive goals. So aggressive were the goals that we started questioning whether the goals were based in reality or whether they were the proverbial BHAG (Big Hairy Audacious Goal) that some executive pulled from thin air. The goal was a BHAG, and once that was determined, we proceeded to get the client focused on what percentage of members are truly retainable.

We’ve used this same approach in helping pro sports teams target a renewal rate, and we created a Retainable Rating system for helping Economic Development organizations prioritize their Touch Point Plans through their Business Retention & Expansion programs. In other words, understanding what percentage of customers/members/businesses are NOT retainable as well as who is more retainable than others helps in prioritization of retention efforts. It helps in work allocation. It helps in goal-setting.

There are 3 core ways to determine retainability (which are best used in conjunction with each other):

– Conduct research with existing customers/members/businesses and ask retention-focused questions.

– Review history in your own databases, comparing characteristics of past customers/members/businesses lost v. those retained and applying that data to existing clients.

– Talk to the employees and account representatives who best know those customers/members/businesses.

Add some realism to your retention goals. Add some prioritization and focus to your strategies. Add some reasonableness to what you expect of staff in managing relationships and retaining business.

Determine who is retainable.

Interested in improving your company’s customer service? See more at: http://www.cssamerica.com/


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