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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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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:


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.

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


Don’t Turn Your Clients Into Prospects

Posted on October 30, 2013 in Business Advice, World of Customer Service Please leave a comment

Many years ago I was consulting with a client in the financial services industry. This credit card provider would send out literally 2-4 million marketing pieces at a time with the hopes of getting a fraction – under 3% – to respond. The client would then initiate a sales process with that 1-3% and hope to close a certain percentage of those. While I was helping them on the operational aspect of one area charged with this process, I couldn’t help to be awed by the waste…and the fact that they were using generic marketing messages on existing customers.

A customer is not a prospect, but this client was treating them like one.

In the world that we prefer to work in today – that of customer service, the patient experience, season ticket holder retention, and account growth – you view retention and growth as 1-on-1. You view it as me (the employee) knowing you (the customer) so personally, so specifically that I know how you prefer that I communicate with you. I know whether you’re thinking of staying or leaving for a competitor. I know whether you’re likely to be a good candidate for cross-sell/upsell, and I know the best way to do that. I know whether it’s okay to ask for a referral. And when you form your opinion of my organization, I know what are those main opinion-drivers.

Being successful in the customer service, client experience, customer retention world requires that you never start thinking of a client as a prospect. Once you do that, you give up the competitive advantage of having a deeper, more personal relationship with that client.

Don’t turn your clients into prospects.

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


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