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While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

Pass the Quick Impression Test - 12/30/25


Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, Read more

2025 Holiday Poem - 12/23/25


We hear the word change And that change can be good, But we like things to stay same, And sometimes they should.   The weather can be wet And then dry as a bone. We know things will change, Even if all left alone.   Our customers change. Our co-workers do, too. It seems like our resources Are often too few.   The technology Read more

Make the Long Wait Feel Shorter - 12/16/25


When Greg entered the Tax Office, he was thinking only about two things: (1) How he was going to get the tax value on his home reduced, and (2) Whether the wait would be 1 hour or 2.  He checked in with the navigator who asked a few questions, Read more

When Kindness Means More in Customer Service - 12/9/25


Since a large part of the work we do at CSS includes customer research, we have seen tens of thousands of comments over the years about staff, and it is great to hear the positives that customers, fans, and account holders say about our clients’ team members. One word that Read more

Don’t Create the Second Complaint - 12/2/25


Maria was upset.  Rightfully so.  The product delivery was delayed, she couldn’t get anybody on the phone, and nobody would reply to her e-mails.  So, she went down to the store, and she found a customer service representative. After the initial greeting, the employee listened to Maria’s complaint.  While Maria Read more

Refresh on the Reasons to Appreciate the Customer - 11/25/25


This is a great time of year to give thanks, not just because it’s Thanksgiving week in the United States, but also because – with 2025 coming to a close - it gives us the opportunity to do some reflecting on the recent past. The idea of reflecting on reasons Read more

Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

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

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Banking on Deposits Requires More Than Acquisitions

Posted on February 23, 2012 in Business Advice, Carolinas Please leave a comment

Many small banks are trying to increase their core deposits, relying less on fees to generate revenue. And while this is a good thing for many banks, there needs to be a retention component to the core deposit growth strategy.

In the article Small Charlotte-area banks get creative in boosting core deposits, Adam O’Daniel makes the point that small banks in the Carolinas are attempting to increase core deposits (i.e., local deposits) to help fund growth because of their stable nature; remember that cash that comes in from loans or short-term investments creates more variability, uncertainty, and risks for banks than cash from core deposits.

The way many of these banks are growing core deposits is through acquisition. The concept is that if the small banks buy even smaller banks in small towns, the acquirer would have that stable cash flow for a long period of time to fund other activities. Without getting too much into the minutia, here’s the key customer retention-related point – just as banks have acquisition strategies to buy other banks, they need culture-oriented strategies and client retention and growth strategies which address the employees and customers they acquire.

Internally, these banks need to be looking at how they retain the small town staff that have formed the relationships with the customers – because the customer relationship and loyalty may be more with “my Teller, Betty” than with “Bank XYZ.” The banks need to ensure that executives are incented for retention just as much as profits, since the acquisition assumed that the core deposits would be retained. And the banks need to have processes in place to quickly analyze and get to know their new customers, build relationships with them, and proactively seek to grow those relationships once retention is solid.

When trying to grow through acquisition, make sure you’re not going to lose the good employees and solid clients you acquire. Understand what drives loyalty at the local level.

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/


Customer Service Lessons from a Kidney Stone – An E.R. Story

Posted on October 27, 2011 in Business Advice, Healthcare 1 Comment

I was an Emergency Room patient recently thanks to a kidney stone. I learned some painful lessons about how I need to modify my diet. I learned some financial lessons about how to avoid the E.R. next time, now that I know how to read kidney stones symptoms. And I learned some customer service lessons from the experience.

Let’s focus on customer service. Here are a few lessons learned:

· Accessibility to service is a wonderful thing. To get my question answered about my symptoms, I was able to reach an on-call nurse at my physician’s office at 5:00 a.m. on a Monday. I was aware of that service, having used it before for less painful reasons, and that accessibility, that free advice is one of the things I love about my physician’s office.

· Employee knowledge is a component of the service delivered. That same nurse told me to go to the E.R. because she thought it was gallbladder-related. It turns out that she misinterpreted my symptoms, and the E.R. triage nurse knew immediately I had symptoms of a kidney stone, not a gallbladder issue. If the first nurse would have better “read” my symptoms, she may have saved me an E.R. trip (not complaining, mind you – just an observation).

· An hour wait is not an hour wait is not an hour wait. Wait times can be made to seem shorter or longer than they are in actuality. My wait time to see the triage nurse was only 20 minutes, but it seemed interminable. There was no dialogue during the wait, and I was told they’d see me “quickly” – a nebulous term at best, and one that led me to believe it would be immediate. However my 3.5 hour wait between when my x-rays were done and when the physician saw me wasn’t nearly as bad as you’d think. Although I wasn’t thrilled with the wait, I was given some pain medication early on, was checked on several times by the nurse, was taught how to use their funky television remote control, and was given a warm blanket and offers of other support by a volunteer.

· Much of customer service is about managing expectations. Whether it was my understanding of a next step in a process, understanding who would be my care giver, knowing what the diagnosis could be, understanding whether I’d be released that morning or whether I needed to be held – anything that the organization did to give me a clearer expectation of what would happen next and when it would happen helped to make the experience that much easier to bear.

Learn the lessons of my encounter with customer service during the attack of the kidney stone (sounds like a bad 1970’s movie title, huh?). Be knowledgeable and accessible. Communicate with customers, and “distract” them during waits. Set and manage customer expectations.

Relieve your customer’s pain.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


How I Gave Away $5,000 in Free Consulting…and Didn’t Even Know It

Posted on January 19, 2011 in Business Advice, World of Customer Service Please leave a comment

I was giving a speech to the Charlotte Chamber of Commerce last year to small business owners, and a client came to co-present with me. The focus of the talk was Driving Customer Retention and Growth, and I was there to talk strategy, and my client talked about how his organization implemented that strategy – how it worked.

After the meeting, many of those in attendance came up to me for a chat, and it was great hearing their stories and learning about some of the points they particularly liked, but one attendee made an especially big impression. He said to me “I feel like you just gave me $5,000 of free consulting!” He smiled, I smiled, we talked some more, and we both walked away happy.

Should I have been happy? It would have been nice, of course, to have been paid for the guidance provided, but that wasn’t the point. The point was that I wanted to share something of value. If they could take it and run on their own – then great! If they needed more outside support, I was there to help.

So yes, I was and should have been happy.

What’s the point to you?

Building and maintaining client relationships is not all about “What’s in it for me?” as the service provider. It’s about “What’s in it for the customer?” If our constant focus is how we can help our customers to have a great experience or for them to be successful, then what we decide to do changes. We become more concerned with learning about our customers, their needs, goals, and preferences. We become more concerned with their satisfaction. We become more concerned with offering something of value, even if it doesn’t obviously benefit us. We become more concerned with them than we are with ourselves.

And when the customer senses that caring and concern, they are more attracted to us, more loyal to us, and more willing to refer to us. Oh, and yes, I did get business as a result of that speech – from a different attendee.

So there’s a benefit to us by our focusing on them.

Find a way to give for the sake of giving, and you’ll be surprised what you receive back.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


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