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See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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Student Success Starts with Knowing Them

Posted on April 23, 2014 in Business Advice, Education Please leave a comment

Blog 4-23-14Phillips Community College in Arkansas won an award recently for Student Success – increasing its graduation and 4-year college transfer performance.

With the plethora of best practices and concepts, programs and pathways, you might think that the Student Success was driven by these proven strategies…but you’d be incorrect.

According to the article PCCUA recognized for student success, the starting point was understanding the student. Who are they? What is their background? What’s the lens through which they see college life and experience PCCUA? Apparently, many students come from generational poverty, and the faculty and staff do not.

This basic fact gets at a core problem with many organizations in the education industry and other industries as well these days. There are leaders, faculty, or staff that know a product, they know a topic, they know a program. But delivering that knowledge effectively often requires that they know the person to whom they deliver. We can’t assume that all students receive and process information in the same way, that they all want the same learning environment and examples.

Sometimes to best impart knowledge, we have to – first – know the student.

Survey your students. Ask them questions. Learn about their past. Then learn what most effectively guides them to a future of possibilities.

Student Success starts with knowing them.

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Student Success and Relationship Management

Posted on January 22, 2014 in Business Advice, Education Please leave a comment

Isn’t Student Success, in the end, about getting a degree? If so, then why are some Universities and Community Colleges focused on relationship management? Account representatives are for professional sports organizations. But higher ed? Nah…

Well in the article TTU recommits to student success, Tennessee Tech University is noting the link between Student Success and relationship management. According to TTU’s Retention Services director, “The university is adding as many as a dozen professional advisers this spring. When the class of 2018 attends summer orientation, those advisers will help them register for their first semester and on, throughout their academic careers. One of the keys to retention is that students are going to feel more confident if they build a relationship with someone and have a clear path to their goal early in their college experience. That builds security and it shows that Tech really cares that you succeed here.”

This is about a University that has asked itself what drives Student Retention and Success? Part of the answer was having dedicated resources that are focused on getting to know students and develop relationships over time with those students so that needs are met, issues are addressed, goals are achieved, and progress toward success is made.

Educational organizations cannot create Student Success with a speech or by wishing that it happen. There must be a relationship development process designed that is an integral part of the strategy and includes dedicated resources. Relationship Management strategies in any organization typically include four key phases:

  • Getting to Know the Student – Preferences, retention drivers, satisfaction, involvement levels, etc.
  • Communicating with the Student – Setting up year-round Touch Point Plans to develop and nurture relationships with clients.
  • Retaining the Student – Applying your knowledge of their retention drivers to address what would make them remain and succeed…or leave.
  • Growing with the Student – Identifying and acting on ways to grow your relationship with them and continue it post-graduation.

Create a Student Success strategy that incorporates dedicated resources and relationship management.

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Student Success is About Getting to One

Posted on November 21, 2013 in Business Advice, Education Please leave a comment

The article Community College Group Launches Texas Success Center has Lone Star Community College System Chancellor Richard Carpenter noting that “There are about 30 different student success programs at Texas colleges. They are programs designed to help students complete their two-year degrees or successfully move on to a four-year university. ‘We find ourselves initiative rich,’ he said. ‘All of these initiatives must be herded.’”

This statement is followed by the announcement that a new Texas Success Center “will be supported by about $2.4 million provided by the state’s 50 community colleges, the Kresge Foundation, the Houston Endowment, the Greater Texas Foundation, the Meadows Foundation and TG, a nonprofit corporation that provides financial planning support to Texas students.”

Just percolate on that for a minute…there are 30+ initiatives, and the State needs $2.4 million to aggregate, or simplify, or eliminate, or better communicate about those initiatives. Most likely, what is being done at the community colleges to improve Student Success is laudable and is specific to that college’s students, curriculum, faculty, and future vision. So any effort to herd initiatives should be done with that understanding of local focus in mind.

In addition, a litmus test for each dollar spent and each initiative tested needs to start with the basic agreement that Student Success is about getting to one. It’s about knowing (at times, even before the student knows) how each one individual student can succeed, how the student defines success, how likely they are to succeed, and what can be done to ensure success. In other words, how does one initiative help one community college to help one student succeed?

Get to the point where each college can know each student on a 1-to-1 basis, and you’ll get the point where Student Success is within reach.

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


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