bre | Customer Service Solutions, Inc. - Page 2

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

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

Go Back to Where You Started in Business Retention & Expansion

Posted on 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/


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

Posted on 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/


For BRE, Get Your Hands on the Plans

Posted on in Business Advice, Government Please leave a comment

If you deal with a customer base of businesses, you have a very specific opportunity not enjoyed by those whose customers are consumers. We’re talking about getting your hands on their plans.

As an example of this, go to this BRE Sample Surveys/Reports page, and click on “Raymond Terrace.” This includes a PDF document that provides the results of a Business Retention & Expansion (BRE) survey conducted by an economic development organization in Australia. On Pages 16-18, there are questions of local businesses asked about the companies’ business plans, succession plans, and marketing plans. It’s important for BRE professionals to know if these plans exist because that can be an indicator of potential company success or impending change – key pieces of intelligence if you’re trying to retain and grow your local businesses.

But even more important than knowing that these plans exist is for these BRE professionals get their hands on those plans. What do the plans tell you about a company’s Vision, strategic goals, anticipated changes, potential supplier needs, facility constraints, and perceptions of how much their future involves your community?

Anybody wanting to save and grow relationships with their business clients needs to think long-term. A sales mentality is often focused short-term, on getting a transaction closed. A service and retention mentality is focused on keeping who you have over time. And one of the best ways to put that long-term mindset in place is to best understand your business client’s long-term plans.

Get your hands on the plans.

For more helpful BRE information, go to http://brebuzz.com/