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Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

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Coach for Student Success

Posted on October 24, 2013 in Business Advice, Education Please leave a comment

Vince Lombardi was the coach of the Green Bay Packers, but would his style really work well in an Education setting? Apparently it did – along with being a great football coach, he also was a successful teacher of Latin, algebra, physics and chemistry. In other words, teaching and coaching can be very similar.

And in the University and Community College arenas these days, teaching doesn’t just apply to the classroom. Much of what students need to be taught involves everything that surrounds the classroom. It’s the financial aid, general time management, navigating school processes and policies, dealing with school-specific tech applications, or navigating a campus.

To address the need to teach about these aspects of the Student Experience, some colleges are investing in Success Coaches. In the article “Success coaches” prodding college students to graduate, examples from Wallace State Community College and the University of Toledo are highlighted. Essentially, the coaches’ responsibilities can involve many tasks including:

  • Monitoring student accounts to ensure students are staying on-time and on-track with registering, attending, and completing classes.
  • Communicating with faculty about issues or red-flags, then taking action.
  • Being almost like an account representative for a pro sports team’s season ticket holders, being the main point of contact for the student.

Of particular benefit to First Generation Students, these coaches have a 1-to-1 perspective of their relationship with the students, working to keep tabs on, develop relationships with, and help to navigate their student experience.

Think of all the information that your organization has available on your customers or your students. Then ask, who is that dedicated resource charged with looking at and acting on that information to ensure student retention, a great student experience, and long-term success?

Find a coach to help guide the student to success.

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


From Lament to Leading the Way – 3 Steps to BRE-Building

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

I was having a conversation with an economic development professional (a Business Retention & Expansion manager), and he was sharing his organization’s approach to retaining and growing with existing local companies. It started positively, and then the more he talked, the more he described his issues:

  • He wanted to a “real” and robust BRE program.
  • The current program was too limited to conducting site visits once/year with key businesses.
  • He wanted “to have a continual dialogue with companies.”
  • He needed to more quickly use the results of the interviews in issue-resolution for the client and community.
  • There’s no system to their relationship-building with companies. It was too much of a task-focused endeavor.

Much of what the BRE professional was lamenting is common in the industry. Too much work, and too little time. So the focus is on hitting a targeted number of site visits, helping when issues arise in a manner that’s not efficient or systematic enough, having large lag time between gathering information and acting on well thought out strategies, and getting activities done more than relationships developed.

This is common…but it doesn’t mean it’s the step to greatness.

To take that next step, even if staffing resources don’t increase, several other aspects of the program should change:

  • BRE programs need to have a mix of research activities; overreliance on site visits (the most labor-intensive data collection method) reduces capacity for issue-resolution, planning, and real relationship development. Phone/web-based surveys, and BRE News Research are efficient ways of complementing site visits.
  • Creating 12-month Touch Point Plans helps organizations build client knowledge and relationships, often without having to take a step onsite. These need to be developed/executed to make relationship-building happen on an ongoing basis.
  • Developing resource databases and detailed search capabilities such as exist in some BRE applications expedites identification of people/grants/processes/services that can be used to impact business needs and issues. These databases can also expedite the sharing of resources with the business itself.

If you’re lamenting the difficulties in moving your BRE program to greatness, take these 3 great steps.

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


Getting at the Root of Patient Satisfaction Issues

Posted on October 17, 2013 in Business Advice, Healthcare Please leave a comment

When a patient shares with her doctor that she has a sore throat, he begins asking questions to learn more about the soreness – this symptom with a deeper root cause. When a patient goes to the Emergency Room with chest pain, staff run tests to determine the cause – to address the symptom and determine a course of action based on the cause.

When patients present ailments, injuries, aches and pains, medical professionals look to not only address the symptom, but they also want to get at the root cause. Resolve the root cause, and the symptoms go away.

In Roach: Patient Satisfaction Crucial To Hospitals’ Success, soon-to-be hospital CEO Steven Roach addresses the need to improve patient satisfaction. But he’s not talking about conducting Disney training and implementing valet parking. He’s talking about the fact that many patients either visit the facility to get treated in the Emergency Department and discharged, or they are inpatients who were admitted through the E.D. Since the E.D. is experienced by so many, it not only has a huge impact on the patient’s perceptions, but it also impacts patient waits, work flow, productivity, and hospital financials.

And along with addressing the E.D. experience, Roach takes the next step – looking at root causes. Many E.D. issues with wait times and delays are the result of demand for services that should be provided elsewhere – out of the hospital setting and often by primary care doctors. This is what we call “Demand Management.” Instead of ONLY asking “How do we handle the volume we receive?” ask “How do we reduce the volume we receive?”

If your hospital or organization has process and wait time issues, you can bring in management consultants and process experts to do workflow redesign, but also think about what’s driving that demand, and find ways to redirect or reduce demand for high cost services.

Move from the symptom to the true root cause.

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


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