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4 Actions for the Customer - 9/10/24


One way to look at the difference between proactive and reactive is that proactive is something that’s often done before it absolutely has to be done.  Maybe it’s something done that really doesn’t have to occur, but your professionalism takes over, and some action or communication that you know Read more

Don’t Kick the Problem Down the Road - 9/3/24


The error was obvious.  Shania is a clerk at a local government office, and she could tell that something was wrong with the permit request.  She was about to reject the request because the address was invalid. If this would have been handled like the normal process, Shania would have Read more

Reflect the Best of Your Customers - 8/27/24


When Alice walks into a business, whether it’s a restaurant or government building, whether it’s a Goodwill or a grocery store, she has a certain way about her.  She’s the customer, and it’s not unusual to hear her say to the employee:  Thanks for being here today! It’s not unusual Read more

Create Your Personal Motto - 8/20/24


Take a look at these mottos: It’s the real thing. Just Do It. Have it your way. Betcha can’t eat just one. Breakfast of champions. Do you know the companies?  The answers are at the bottom of this tip. So why am I asking you about mottos?  And why do almost all of them make me Read more

Create MAGIC with Your Customers - 8/13/24


Years ago, we worked with the Orlando Magic in the NBA, and they needed more consistency in their customer service – they needed a standard of engagement with the fans and their account holders.  They were trying to identify the “Orlando Magic Way” – their desired customer experience with Read more

Build Strong Customer Connections - 8/6/24


We’ve worked in health care, education, local government, finance, pro sports, and many other industries.  And while our clients’ customers are often different, their specific scenarios for engaging those customers are different, and policies and procedures are different - there’s one thing that is pretty similar.  And that is Read more

Running Late in the Rainstorm - 7/30/24


The mom was a little panicked.  She had just left work and had run into an unexpected popup rainstorm, and traffic had come to a halt.  She was on her way to pick up her 4-year old at childcare.  The facility had a policy of charging a fee for Read more

Use AI to Improve Your Performance - 7/23/24


Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers. This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the Read more

The New Burger Experience - 7/16/24


Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be Read more

Boost Customer Happiness - 7/9/24


There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make 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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