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Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

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

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Take a Football Approach to Changing Corporate Culture

Posted on December 15, 2011 in Business Advice, Sports Please leave a comment

As the NFL regular season draws to a close over the next 3 weeks, it’s a good time to get in some football analogies – particularly analogies that relate to business. Many coaches attempt to create a team culture, believing that how they work, communicate, relate, and interact on an ongoing basis impacts their on-the-field success.

We agree.

Consider these keys to creating your own corporate culture just like a successful football coach.

Target the Super Bowl

· If a healthy culture is defined as having everyone on the same page, going in the same direction. You have to define the “direction.” Leaders need to set long-term goals for the organization – a Vision of what it wants to achieve or what it wants to become. To most professional football teams, it’s the Super Bowl. Create that Vision.

Score More than the Other Guys

· Understand that getting to the Super Bowl (your Vision) requires you to accomplish certain milestones along the way. Know those milestones, those nearer-term goals for your organization. To an NFL team, they cannot get to the Super Bowl without winning games, and winning is defined simply as scoring more than your opponent. Define your organization’s milestones.

Know Who to Block

· Make sure everybody understands their individual roles. Lack of clarity for an Offensive Lineman can cause his quarterback to be sacked. Lack of clarity for a customer support person can cause an organization to lose a customer. Be clear with everyone on their individual role.

Huddle Like a Football Team

· Teams huddle to call out the play. When do you get all your individuals (or individual departments) together to discuss how you’re going to work on the next project or initiative? Everybody needs to know how their role will fit into the team picture, and they need to know the roles of others around them. Huddle with co-workers.

Get First Downs on the Way to Scores

· Don’t always through the long-bomb. Winning a game involves about 150 plays. If you keep moving forward on offense 10 yards at a time, you’ll keep progressing toward the goal line. Don’t feel like you have to do it all at once. Have a plan. Work the plan. Celebrate each first down, celebrate more on scores, and celebrate like crazy when you win.

With the right Vision, understanding of near terms goals, clarity of roles, communication, teamwork, and great execution, maybe your last celebration will be your Super Bowl!

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/


Before Getting into Social Media Customer Service, Do This

Posted on November 1, 2011 in Business Advice, World of Customer Service Please leave a comment

Why Social Media Customer Service? Because if you’re not in it, you’ll be left behind…no, that’s not credible. Because everybody wants their customer service through Twitter or Facebook…uh…no they don’t. Because in this day and age, all your customers are constantly in Social Media…well, not really.

In your personal life, I sure hope you don’t do things for the sake of doing them. You don’t quit your job to create a startup just because all your buddies are doing so. You don’t drop out of college because Gates and Jobs did so. You don’t skydive without a parachute because someone told you what “an awesome rush” it is.

When you do something significant in life or in business, do it with a purpose.

Getting into Social Media Customer Service is no different. Companies who are investing in consulting, resources, and technology to get into Social Media Customer Service typically do it for several reasons including (1) To protect their brand, (2) To reduce cost/unit of providing customer service, (3) To be more responsive, (4) To meet their Social Media-savvy customers where they’re located and/or where they’ve purchased, (5) To improve retention and sales.

You have to have a reason to enter Social Media Customer Service, because the people, process, technology, and cultural costs will be expended upfront before the benefits are realized down the road.

One aspect of Social Media Customer Service that everyone should agree on is this – get your current customer service processes, policy, and training in place and effective before you migrate them to Social Media. If your back office support functions are slow and of poor quality, Social Media will just speed up how quickly the customer realizes those shortcomings. If your people are poorly trained, Social Media creates more real-time interactions where that training is less masked by slower Q&A processes. If your policies are unclear, Social Media will facilitate the spread of misinformation more quickly.

Before diving into Social Media Customer Service, get your current customer service house in order.

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/


From Harvard’s Calculator to Your Ears…and Eyes

Posted on May 4, 2011 in Business Advice Please leave a comment

The Harvard Business School promotes its version of the “Customer Lifetime Value Calculator.” This is a method of determining the true potential financial impact of your customer to your business.

There are 5 main pieces to the impact-calculating puzzle:

· Base profit – Transactional profit

· Profit from increased purchases – Profit from multiple transactions

· Profit from price premium – Profit from willingness to pay more per transaction

· Profit from reduced operating costs – Profit from less expenditures to retain than acquire the customer

· Profit from referrals – Profit from less expenditures to get customers via referrals than marketing/advertising to acquire them

So if this is the financial “Why” of customer retention, what is the “How?” The “How” comes from 3 things:

· First, you have to have what we call a Client Relationship Development (CRD) strategy to continually “touch” and develop relationships with customers over time – even when they’re not spending a dime with you.

· Second, you need to have a Client Experience Management (CEM) strategy – where you build a service and sales experience that hits all the key hot buttons.

· Third, you need a Service Culture that creates the people, processes, attitudes, structures, communications, and general alignment of everything the organization is about…toward the customer.

Calculate your customer’s potential lifetime value, and then create the “How” strategies to tap into those dollars.

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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