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Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

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10 Key Customer Retention Evaluation Questions

Posted on January 9, 2014 in Business Advice, World of Customer Service Please leave a comment

Many times when we address key customer retention strategies and customer retention success stories, the crux of what we’re saying is that you have to get to know the customer on more of a personal level. You need to build a relationship and not relegate yourself to viewing a customer as a prospect and selling to them as if you don’t even know them.

But this blog post is different. This time, I want you to envision yourself in a meeting at your business, and the meeting is all about customer retention and growth. Before you can develop a strategy, you have to ask yourself some key questions about your current state:

  1. Do you know why existing customers initially bought?
  2. Do you know why they would not return?
  3. Do you know who your customers view as your competitors?
  4. Do you know what differentiates you from your competitors in your customer’s mind?
  5. Do you know the differences in demographics, purchasing patterns, participation rates of clients who return every year v. those that don’t return?
  6. Do you know what internal operational factors impact those customer retention drivers?
  7. Do you know how you’re performing in those internal operational areas?
  8. Do you stay in contact (proactively) with customers, even when they’re not in your store, on your website, or contacting you directly?
  9. If so, are your proactive communications about you or personalized about them?
  10. In other words, do your proactive communications seek to learn more about them and educate them, or are they primarily pushing your products and services?

Before you embark on the next big strategy, do a self-scan. Find out what you know…or need to know first.

Ask yourself and those in your organization these 10 Key Customer Retention Evaluation Questions.

Did you like this post? Here are other Retention-related posts:


The Cubs Way of Changing a Culture and Improving Revenue Retention

Posted on December 18, 2013 in Business Advice, Sports Please leave a comment

The Chicago Cubs baseball team is doing better on season ticket renewals this year. According to VP of Sales and Partnerships, Colin Faulkner, “The rate of renewal for full-season and “combo” night and weekend game plans is in the mid-80 percent range, up 5 percentage points compared with this point last off-season.” And to what does Faulkner attribute the improvement? “Better customer service.”

They went through a restructuring of their ticket sales department to provide more dedicated resources to retention. There were a couple other points made in the article, but let’s stick with this one – structuring yourself (with dedicated resources) around retention.

You can often tell what’s important to an organization based on how they spend their money and utilize their resources. We also believe that creating a culture that moves you toward a goal requires much more than leaders who give good speeches or incentives to change behaviors. Culture change and the benefits that can result often require change in how a business is organized, how personnel are allocated, and how focused are the responsibilities of those personnel.

Whether you work in the sports industry or not, when you’re looking to hit a home run with a culture change or to dramatically impact some key business outcome, don’t just create a new incentive program or give a great speech. Make a structural change that ensures you have resources dedicated every day to focus on the goals and to execute the strategies to get there.

Ensure you’re structured for success.

Did you like this post? Here are other Sports-related posts:


Speed the Transformation of Your Customer’s Experience

Posted on December 17, 2013 in Business Advice, Education Please leave a comment

I’m constantly flummoxed by executives who feel that the only good idea is a new idea, the only means to success is through their own innate creativity. A COO once told me that trying to create simplicity in operations for staff (so they could more consistently deliver a great experience to their customers) wasn’t challenging enough.

The best executives need to realize that there’s a multitude of great examples of customer service cultures and wonderful customer experiences in other businesses, other industries. And there’s no shame in learning from others to speed the transformation of an organization.

In the article City School District taking lesson from Wegmans, the Rochester School District announced that it was going to train staff on many of the same customer service principles and techniques that Wegmans Grocery Stores (with a reputation for great customer service) utilize. This includes quick issue resolution and fostering a WWWD (“What would Wegmans do?”) mindset.

The point is not to say that we all need to look to our local grocer for customer service tips. Rather, in Education or other industries (local government, healthcare, etc.) that are not always known for a great customer experience, sometimes it’s better not to look at industry peers. It’s best to look to those who have the reputation for being the best in a particular aspect of business. Think Zappos for culture, Chick-fil-A for consistent customer service in a transactional environment, or Amazon for personalization in a high tech/high volume world.

Speed the transformation of your customer’s experience by benchmarking with best-in-class performers OUTSIDE your industry.

Did you like this post? Here are other Education-related posts:


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