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Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing 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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