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From a Simple Question to an Exceptional Experience - 11/5/24


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Fix One Problem without Creating Another - 10/29/24


If you’ve ever had an issue with your dishwasher, this will sound familiar.  I’ve dealt with so many dishwashers over the years, and they always seem to have some kind of an issue.  Maybe it’s because of the mix of water and technology, but for whatever reason, these never Read more

Delight Your Customers - 10/22/24


Buddy the Bug Man was different.  His company was new, and the only reason why Janet tried him out was that the service she had used for years just wasn’t working.  Whether it was mosquitoes in the yard, ants in the kitchen, or cockroaches flying through on their way Read more

A More Complete Definition of Responsiveness - 10/15/24


I was purchasing something recently that was being custom-developed.  At one point, the company’s employee and I had a good 20 e-mails going back and forth - 10 from each of us.  Unfortunately, I broke my own rule, and I did not pick up the phone after 2 or Read more

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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.

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