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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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Don’t Be Afraid to Ask the Tough Questions

Posted on September 8, 2009 in Business Advice, Government Please leave a comment

We have worked with several business retention and expansion organizations (BRE) that support local municipalities and economic development associations over the years.  These BRE groups are charged with trying to retain and grow local jobs.  In order to be successful, these organizations need to have some information in advance of what could happen to local jobs, of what could happen to local facilities, of what could happen to local employers.

So with our BRE clients, we suggest that they conduct surveys, if possible, on an annual basis. These surveys are either online, via the telephone, or via in-person interviews where local business leaders 1-on-1 are providing information. The information they provide to the BRE staff includes their thoughts on the local business climate, trends in their industry, and their current company’s financial performance. But one key set of questions that also needs to be included relates to business retention. In other words, if you are a business retention and expansion organization wanting to be proactive in retaining and growing local jobs, you need to have intelligence that enables you to look into the future.

Every survey, every tool, every instrument that is trying to garner intelligence for BRE organizations needs to make sure it is asking the basic and tough questions that it should:

  • How likely is the business to relocate in the next 12 months?
  • What leadership changes are expected over the next 1 to 2 years?
  • If facilities are leased, will those leases come due in the next 12 months?
  • Are you being recruited right now by other municipalities?
  • What change in the number of jobs are you expecting locally over the next 12 months?

If organizations truly want to live their core mission, they need to be willing to ask the tough questions.

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


What is Your Post-Exit Strategy?

Posted on August 31, 2009 in Business Advice, Sports Please leave a comment

Every year, professional sports teams lose season ticket holders.  These season ticket holders exit the organization because of a myriad of reasons.  With the economy like it has been over the last 18 months in particular, professional sports teams are losing season ticket holders at an alarming rate.  Many pro sports organizations deal with these issues by ramping up their advertising and marketing efforts.  Many others chalk up the losses to a bad economy, but few of these organizations really have a strategy targeted at these former season ticket holders.

These ticketholders have left; so what is your strategy post-exit?

Some of the best sales prospects your organization can have are former customers. You already have a great deal of intelligence on your former customers. You already know their likes and dislikes, their preferences, what’s most important to them, key demographic information, and their purchase history. Well, at least you should know all this information.

The two things you don’t know are two pieces of information that can make you a lot of money very quickly. The first piece of information is the specific reason or reasons why they left. This is where you avoid making broad assumptions about the season ticket holder base, and you look specifically at each one to determine why they left. You would probably be shocked to find out why the individual season ticket holders left even though you might be able to guess broadly about the major reasons why season ticket holders left. By knowing why they left, it helps in future conversations to help get them back.

The second piece of information that’s vital is their likelihood of future interest in your products and services, or as pro sports teams focus, on tickets. You have to know what level of interest they have and in what type of individual game ticket, a mini plan, or some form of full season plan. Without this information, you don’t know enough to have an efficient sales pitch with a former client.

So what is your post-exit strategy?

With our pro sports clients, it includes conducting Exit Interviews in a soft form with the season ticket holders to gather intelligence about these key pieces of information. And then to use the results of that research to both apply to current season ticket holders to best retain them but also — in the hopes of increasing revenue — to make targeted sales pitches at the former season ticket holders.

Your lost season ticket holder is one of your greatest sources of future revenue. Have a strategy for getting them back.

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


With Customer Service in the Education Industry, Perception is Reality

Posted on August 28, 2009 in Business Advice, Education Please leave a comment

Our company has conducted literally thousands of mystery shops in the Education industry, everything from an elementary school to a four year university. And one thing we have noticed consistently is that when it comes to customer service in Education, perception is reality.

When you don’t respond to e-mails in Education, they perceive you’re non-responsive. When customers or parents or students are forced to wait long periods of time without having the wait acknowledged, they perceive that they are not important to you. When the customer has to complete the same information on multiple forms, they feel you’re inefficient. When they leave you a voice mail, and you don’t respond two or three days later, they feel like you don’t care.

Maybe you are organized, maybe you do care, maybe you are responsive, maybe you are organized.  But from the customer’s perspective, you’re not.  And if the customer – whether that be a student or parent or family member or even an internal customer or co-worker – perceives something, then to them it is a reality. And when those people are making decisions about whether to recommend you or not, they are making the decision based on their perception.

When they’re making a decision about whether to talk bad about your organization or you personally in front of others or whether to talk positively, they are making that decision based on their perceptions. When they are recommending you to others or recommending that others go elsewhere and avoid your educational institution, they are basing their recommendation on their perceptions of your organization.  And if they are deciding to attend your school or go elsewhere, if they are deciding to pay tuition or just delay some payments for a while, they are basing these decisions on how they feel about, how they perceive your organization.

For educational institutions, if you want to improve what others perceive about you, you need to be measuring it and taking it seriously.  Because in the decisions people make, it doesn’t matter what you do or what you intended to do as much as it matters what they perceive about you and your organization.

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


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