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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another 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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