customer retention

Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

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

Making Student Retention a Real Focus

Posted on in Business Advice, Education Please leave a comment

Vincent Tinto, a Syracuse University professor, recently wrote a paper on Taking Student Retention Seriously. In the paper, he laments that most colleges/universities don’t take effective approaches to improving student retention. They too often think of a new program, a new activity, and a new offering to increase retention. Unfortunately, many of these new ideas result in “student experiences [which] are increasingly segmented into smaller and smaller pieces; their relationships with faculty, staff, and each other becoming more narrow and specialized; their learning further partitioned into smaller disconnected segments.”

So what does Tinto recommend? He suggests the need to create these 5 conditions which are supportive of Student Retention:

  • When students are expected to succeed, they are more likely to succeed. Success leads to retention.
  • When students are provided clear and consistent communications about requirements and advising on how to progress toward their goals, they are more likely to succeed.
  • When students receive “academic, social and personal support,” they are more likely to stay.
  • When students are involved “as valued members of the institution,” they are more likely to stay.
  • When students are in “settings that foster learning,” they are more likely to succeed and stay.

Tinto focuses on getting at the root cause of issues before defining the required action plans. But many organizations – when faced with customer or employee (or student) retention issues – often jump from symptom-to-solution. They offer the next great idea du jour…and hope it works.

Try to avoid jumping from symptom-to-solution. If you’re having student/customer/employee retention issues, get to the root cause first.

Find what makes students stick with you.

Check out our Education Industry Services: http://cssamerica.com/cssed.htm


Do Some Root Cause Analysis on Customer Retention Issues

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

Here are comments from a Reuters article on Leap Wireless’ earnings issues:

  • Churn — or customer defection rate — rose to 4.4 percent from 4.2 percent a year earlier
  • Customer retention programs did not work out as well as expected and came at a higher-than-anticipated cost
  • Customer retention in the quarter was also hurt by reduced promotional activity.

Now, let’s do a little root cause analysis. To analyze these points, think “cause and effect.”

The first bullet is an effect – customer churn is up. But what was the cause? The second bullet says that customer retention programs didn’t work. So that was the cause? No, that wasn’t the root cause because the 3rd bullet says that customer retention was hurt by reduced promotional activity.

So reduced promotional activity was the root cause, correct? No, because promotional activity is needed due to something else missing.

So what’s the real root cause? They obviously have more work to do to determine the root cause(s); it’s unclear if they’ve surveyed exited clients. I’m uncertain if they’ve researched demographics and other characteristics of the customers, their usage patterns, their plans to determine key drivers of churn. It’s not clear if they survey clients to identify retention drivers and act on that intelligence.

What is clear is that the company is losing money and losing customers. As with any company in this situation, they need to systematically identify the root cause instead of jumping from symptom (i.e., lower profitability or retention) to solutions (increased promotions).

Do some root cause analysis on customer retention issues.

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


Determine Who is Retainable

Posted on in Business Advice, Government, Sports Please leave a comment

I was reading this article on How to Project Customer Retention for a Subscription Business, and it reminded me of a project we worked on about 10-12 years ago for a local Chamber of Commerce.

Essentially, the Chamber was disappointed in their retention rate, and they wanted to improve it, and they had very aggressive goals. So aggressive were the goals that we started questioning whether the goals were based in reality or whether they were the proverbial BHAG (Big Hairy Audacious Goal) that some executive pulled from thin air. The goal was a BHAG, and once that was determined, we proceeded to get the client focused on what percentage of members are truly retainable.

We’ve used this same approach in helping pro sports teams target a renewal rate, and we created a Retainable Rating system for helping Economic Development organizations prioritize their Touch Point Plans through their Business Retention & Expansion programs. In other words, understanding what percentage of customers/members/businesses are NOT retainable as well as who is more retainable than others helps in prioritization of retention efforts. It helps in work allocation. It helps in goal-setting.

There are 3 core ways to determine retainability (which are best used in conjunction with each other):

– Conduct research with existing customers/members/businesses and ask retention-focused questions.

– Review history in your own databases, comparing characteristics of past customers/members/businesses lost v. those retained and applying that data to existing clients.

– Talk to the employees and account representatives who best know those customers/members/businesses.

Add some realism to your retention goals. Add some prioritization and focus to your strategies. Add some reasonableness to what you expect of staff in managing relationships and retaining business.

Determine who is retainable.

Interested in improving your company’s customer service? See more at: http://www.cssamerica.com/