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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

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

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

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ACA/Obamacare Emphasizes the Patient Experience…for Physicians

Posted on December 12, 2013 in Business Advice, Healthcare Please leave a comment

According to the article Physician Practices Seek Patient Satisfaction Surveys As Obamacare Emerges, payments for physician practices could be based in part on the patient experience – similar to what’s already happening for hospitals and home health providers.

“If you look at today’s environment under the ACA, patient experience is going to become more important,” said Todd Evenson, vice president of consulting services and data solutions at MGMA. “It is not clear what vehicle they are going to use as to how quality is evaluated but there will likely be clinical as well patient experience components the value equation.”

If this turns out to be anything like the hospital-focused HCAHPS evaluation tools for patient satisfaction, there will be a number of survey attributes dealing with communication, feeling cared for, frequency of activities, and consistency of service. They’ll ask about people, processes, and facilities when gauging the patient experience. The physician practice surveys will measure physician group v. physician group as well as how well an individual entity improves its own performance over time.

Therefore, physician groups should prepare by learning some of the key lessons of HCAHPS. It’s about getting ALL staff to ALWAYS introduce themselves, listen to the patient, and convey they care. It’s about having consistency from part-time to full-time staff, regardless of time-of-day or day-of-week. It’s about getting customer service standards in place, best practices identified and implemented, about hiring people with the natural inclination to be patient-focused, and it’s about constantly monitoring and improving today to get ahead of the ACA curve of tomorrow.

Find the gaps in performance today to begin moving toward the consistency needed tomorrow.

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Customer Service of the Future…in Government

Posted on December 11, 2013 in Business Advice, Government Please leave a comment

About 1/3rd of the most memorable customer service encounters in government are negative. Does that number seem low? Well keep in mind that the statistic was taken from a survey of employees of Federal, State, and Local governments, and even the sub-50% number from employees still isn’t positive.

But this GovLoop survey was more focused on the future than the past. And many of these employees are optimistic about the future because of some key trends they see developing including “Self-service opportunities, from grocery store kiosks to online applications, will allow citizens to access, process and monitor their government requests on a more widespread and frequent basis. Citizen engagement and partnership efforts that empower citizens will also become more prevalent. Mobile applications, increased social media interactions and the expansion of live, online chats also will radically change the way government delivers services in the next five to ten years.”

So these are the trends to anticipate, and the question becomes, What does this mean to the typical local government or employee? Here are three key takeaways:

  • Here Comes Proliferation. More service channels for the taxpayer mean more complexity, more need to monitor standardization of information and the experience, more staff training, and more metrics to gauge and improve performance. More, more, more infrastructure, training, and monitoring.
  • Calling All Techies! Tech-savvy employees will be a requirement, not a nice-to-have, and most local governments won’t be able to have separate divisions/departments dedicated to separate service channels because staffing is too small. Therefore, many staff will have to learn to be jacks-of-all-trades (responding to e-mail requests, social media complaints, calls, web issues, and potentially onsite visits – all in the same day).
  • Teach the Citizens Well. “Self-Service” means that the customer can do for themselves. This requires a mindset and intentional planning and work to train citizens on how to do for themselves. It’s the proverbial teach them to fish, but the fish they’re catching is information, or a recycle bin, or compost, or an inspection, or a tax payment, or a reservation at a park shelter. For Self-Service to succeed, we need to serve as a teacher to inform, educate on what they can do and how to do it.

With variety comes complexity, and with a greater tech emphasis comes the search for people who can blend a technology skill set and a customer service mindset.

Get ready for the future of government customer service.

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Customer Retention for Marketers

Posted on November 26, 2013 in Business Advice, World of Customer Service Please leave a comment

Many marketing articles, blogs, apps, other tech-related devices talk “customer retention” but are really talking their true love – “marketing.” They talk about how “marketing drives higher retention” and how relationship development is really “drip marketing.”

I’m not going to debate retention v. marketing because many people think only about sales and marketing, they don’t think in terms of customer service and developing relationships for the long-term.

So for any marketers out there, here’s some customer retention advice on mindset, strategies, key questions from the marketing perspective:

  • When considering retention, think of your customer as an individual person – not a group. Communicate with them as an individual, not as a market segment. If you’ve ever had a company for whom you’ve been a long-term customer market to you like you’re a prospect, that company abdicated their relationship with you for the ease of pushing products.
  • When developing strategies, focus on the concept of what you need to do to still have this customer in 1-2 years. In other words, what would you need to do – and when would you stage those actions – over the next 1-2 years? Companies who think short-term, often come across as doing things in their best interest, not in terms of what’s best for the customer.
  • When communicating with them, first know how they want you to communicate with them (not how you want to communicate with them). I’ve oftentimes received multiple sales telephone calls and just let the machine pickup, never to return their call. However, if they would have e-mailed me in a personal way, I’ll always respond, even if not interested at that time.
  • Communicate with them in their preferred frequency of communication. Some people will opt-out of e-mail campaigns coming at them 3-5 times per week (especially since they’re typically just sell-related), but they won’t opt-out if it’s once every 1-2 weeks and/or if there’s a mix of sales and more educational communications.
  • View a customer as a supplier of information to you – the information you need to retain and sell them. Don’t think “push” first; think “pull” first – spend more of your research strategy in getting to know them, asking questions and pulling information from them (especially at the start of the relationship) than pushing offers to them.
  • Base your decisions on their personal retention drivers; base your strategies on them as individuals. If you know why one customer will stay with you, address it. We conducted research for a client that noted that first-time customers who are likely to renew annual contracts are actually interested in upsell opportunities, but a high percentage of first-time customers are not likely to renew. You can’t do much with that general information, but since we knew which customers had which inclinations, we could recommend to whom to market and to whom to take a service recovery/retention approach.

If you’re a marketer, customer retention is for you – just know through what lens to look to create your marketing strategies.

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