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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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When Multi-tasking is Overrated in Customer Service – 5/7/13 TOW

Posted on May 7, 2013 in Customer Service Tip of the Week Please leave a comment

I was meeting with a sports business client recently, and they were describing that they have allocated portions of different staff’s time to use in relationship development with season ticket holders. And while it is interesting that they were beginning to devote time to serving existing customers through account representative relationships, it is also interesting to note how they were doing it. They were not devoting staff full-time to relationship management. They were taking about 30 percent of multiple people’s time to develop relationships with their account holders.

It was their perspective that they were managing approximately 4,000 season ticket holders with five employees (a high 800:1 ratio). In fact, since staff only spent about 30% of their time managing those relationships, they were actually managing 4,000 accounts with about 1.5 employees (or an even higher 2,700:1 ratio).

It is very difficult for employees to spend the vast majority of their time doing things other than developing relationships and still be expected to do a great job in relationship management. In other words, it is very difficult for people to spend their time on many different tasks and be expected to be great in any one of those tasks.

As an organization, if you want to be great at customer service or great at relationship management, can you be great if it is a small percentage of a lot of people’s work?

If you want to be great at something as an individual, can you be great if you are doing 15 or 30 often unrelated tasks during the course of the day?

Organizations wanting staff to be generalists need to understand the difficulty in creating great performance.

As an individual, you need to organize your work so that you can spend as much of your time as possible in blocks focused on one or two activities. Continual shifting into/out of different tasks does not lend itself to efficiency and high quality.

In order to be great at one thing, we need to figure out how to allocate our time to focus on that one thing for longer stretches of time.

Multi-tasking minute-to-minute is overrated. Focus your work, allocate your time in blocks, and succeed.


Don’t Wait Until Losses Mount to Tell Fans You Care

Posted on March 6, 2013 in Business Advice, Sports Please leave a comment

It’s even happening to the Boston Red Sox, and the fallout isn’t good.

Season ticket renewals are dropping fast this season (about 10% below last year), and the Red Sox are reacting with a massive amount of phone calls and offers to try to retain or resell lost season ticket holders (STHs). Leadership and a player are joining staff and interns to call STHs to try to get them to renew. In the article Many Red Sox season-ticket holders fleeing now, the writer interviews STHs and notes how the team didn’t contact several of them either prior to cancellation or afterward.

This rings of a situation where the organization wasn’t proactive in developing relationships, anticipating issues, and launching plans to address the expected concerns. With the team not being “likeable” according to some STHs, losses on the field mounting, and the secondary ticket market drying up, there are few things left which a professional sports team can control that impact renewals. But one of those controllable attributes is relationships with the fan base, and it appears the organization was too reactive, too incomplete, and too misguided to be effective.

In a comment posted on the article, one STH noted that he didn’t get a communication after canceling his tickets ($5,000 for 2 season tickets). However, he did get an e-mail sales offer to buy an upgrade to a suite at $28,000 per seat. So – in effect – the team didn’t care enough about the STH to try to retain, but they thought they could upsell the STH anyway? In a word…crazy. But it’s also all-to-typical in professional sports.

Season ticket retention involves relationship-building, and it requires a long-term mindset. You have to be able to gauge renewal likelihood long before the notices go out. And you have to have a plan to ensure you are contacting those most at-risk of non-renewal. In addition, upsells are easier if you have a strong relationship, if you know your STHs better.

So don’t just wait until the losses mount to tell fans you care. Make it a part of every season, every encounter, every survey, and every business-building strategy.

Interested in improving your STH retention and Fan Relations? See more at http://cssamerica.com/csssport.htm


Patients Say “Call Me…Definitely”

Posted on February 28, 2013 in Business Advice, Healthcare Please leave a comment

Improve patient satisfaction by calling the patient after they’ve left. That’s the conclusion of a study referenced in Becker’s Hospital Review. Emergency Department patients noted an average satisfaction rating 8.3% higher if the E.D. physician called or e-mailed the patient after the visit, and the scores were actually higher for the e-mail follow-up!

Many people say that customer service is about the service you provide when the customer is right in front of you, when the transaction is occurring, in that “moment of truth.” But this study shows that you can create your own moments of truth. You can be proactive, reaching out to the customer, and engaging them after the visit or the sale or the encounter.

Remember that customers make their decisions to go back to your business, to call you and place an order, or to renew a contract with your business when they’re at home or work or somewhere other than your business. So by reaching out to the customer, you are impacting their opinion where they make their decision.

Don’t limit your perspective of customer service to focus purely on what to do while the patient’s with you.

Contact the patient after the visit to impact their satisfaction.

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


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