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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

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

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

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Go Back to Where You Started in Business Retention & Expansion

Posted on November 21, 2013 in Business Advice, Government Please leave a comment

Have you ever been deep into a conversation and then stopped, and tried to backtrack step-by-step to see how you got there?

The back-tracking can go something like this: We’re talking about the recent national elections because we were discussing local political elections because we were discussing a nearby zoning issue because we were discussing the property that adjoins our neighborhood because we were discussing putting a fence in the backyard because we were discussing getting a dog because we were discussing how much fun we have with a friend’s dog because we were discussing the dog’s name Pete because…well…you get the picture. We were talking about a dog named Pete, and we ended up talking about the recent national elections.

For an Economic Development organization’s Business Retention & Expansion (BRE) Program, it’s often helpful to do the same sort of exercise – not just to have fun, and not necessarily in a conversation, but about the life of the BRE program. Frequently, relatively young organizations (particularly those under 10 years in business), find themselves at a certain place, and they’ve evolved to that place. They may have had a grand plan to start with, but over time the strategic planning ended and the day-to-day fire-fighting and daily operations took over. And a great question to ask at that point is this: If we had to start this organization over again, how would it look different than it is today?

A great way to answer that question is to go back to the start of the BRE Program. Consider what were the initial goals, the initial focuses, the initial planned allocation of time and resources. How do those goals/focuses/time allocations differ from the reality of today?

The recent article City announces business retention program gives us some of that view of the start. These are some of the highlights from the article:

  • Use the BRE program to better know specific needs from specific companies.
  • Set as a goal of the BRE program to help businesses make profits and grow.
  • Leverage the BRE program to proactively identify growth opportunities and business issues.
  • Promote with local businesses the desire to keep them and have them hire and invest more locally.
  • Target key companies and businesses.
  • Look for macro-issues that impact multiple businesses – have a coordinated effort to address the concerns.
  • Don’t be an island – create a stakeholder system to support research, relationship development, retention, and ongoing funding.
  • Identify dedicated resources for the BRE program.

I’m not suggesting that what we do today is wrong, but what I am suggesting is sometimes it helps to refocus, and a great way to do that is to look at the initial plans, goals, and strategies. Then use those as a guide to redirect and refocus current efforts.

To reenergize your program and reallocate your time, go back to where you started in Business Retention & Expansion.

See more BRE blog posts at: http://brebuzz.com/bre-blog-posts/


Student Success is About Getting to One

Posted on November 21, 2013 in Business Advice, Education Please leave a comment

The article Community College Group Launches Texas Success Center has Lone Star Community College System Chancellor Richard Carpenter noting that “There are about 30 different student success programs at Texas colleges. They are programs designed to help students complete their two-year degrees or successfully move on to a four-year university. ‘We find ourselves initiative rich,’ he said. ‘All of these initiatives must be herded.’”

This statement is followed by the announcement that a new Texas Success Center “will be supported by about $2.4 million provided by the state’s 50 community colleges, the Kresge Foundation, the Houston Endowment, the Greater Texas Foundation, the Meadows Foundation and TG, a nonprofit corporation that provides financial planning support to Texas students.”

Just percolate on that for a minute…there are 30+ initiatives, and the State needs $2.4 million to aggregate, or simplify, or eliminate, or better communicate about those initiatives. Most likely, what is being done at the community colleges to improve Student Success is laudable and is specific to that college’s students, curriculum, faculty, and future vision. So any effort to herd initiatives should be done with that understanding of local focus in mind.

In addition, a litmus test for each dollar spent and each initiative tested needs to start with the basic agreement that Student Success is about getting to one. It’s about knowing (at times, even before the student knows) how each one individual student can succeed, how the student defines success, how likely they are to succeed, and what can be done to ensure success. In other words, how does one initiative help one community college to help one student succeed?

Get to the point where each college can know each student on a 1-to-1 basis, and you’ll get the point where Student Success is within reach.

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


Smart 1-to-1 of Season Ticket Holder Research

Posted on November 19, 2013 in Business Advice, Sports Please leave a comment

Big data? Let’s start with Smart Data.

Pro sports organizations feel they know their fans well, and then they conduct their own fan surveys and are frustrated by the lack of useful information. The results are usually broad brushstrokes of fans – general ratings and likes/dislikes. However, research done the right way creates a 1-to-1 view of specific Season Ticket Holders (STHs). Consider the following 3 profiles of specific fans (we changed their names below) that came out of a research project we conducted for a pro sports club:

  • Fred Smith will definitely renew for next year. In fact, he’s considering adding seats and is likely to want to upgrade his seats. He’s a STH because he loves basketball and the perks associated with being a STH (particularly ticket exchange and the post-game shoot-arounds), but he’s dissatisfied with the direction of the team. He doesn’t know who to contact if he has ticket issues, and he doesn’t know the name of his account representative. Fred’s married, has a doctorate, and usually attends with a business associate or with his wife.
  • Janie Watson is a brand new STH, in her first season with the club. Janie’s uncertain whether she’ll renew her tickets, and although she loves the events, she doesn’t like her seats. She’s 32 years old, single, and loves the relationship with her account representative. She prefers to be contacted via e-mail, and – even though Janie loves her account representative – what’s most important to her is the game itself, getting in/out of parking quickly, her seat location, and getting ticketing needs/issues resolved quickly.
  • Bob Jefferson is somewhat unlikely to renew. He’s been a STH for 7 years, and he has the tickets for family entertainment. He’s become disillusioned the past few years because the ownership preaches family values, but several players and some of the game day staff don’t convey those values. Bob wants more opportunities for kids to interact with players, and he’s particularly dissatisfied with the relationship with his account representative, the attitudes of Security, and the game entertainment. Bob noted that he’d like to talk with someone about his issues with the team.

What would you be able to do with this information for these 3 STHs? The answer should be obvious. You know who to contact about what; you know what SPECIFICS to discuss with each. You know HOW to contact them, and you know whether you’re in sales mode or service recovery/retention-mode.

When you look to do fan research, begin with the end in mind. Structure STH research to tell you the level of information you need to nurture and grow relationships – on a 1-to-1 basis.

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


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