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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

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

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Retention – They’re Finally Getting It

Posted on December 8, 2009 in Business Advice, Education Please leave a comment

If you would have spoken with 10 administrators 10 years ago in the world of higher education – from community colleges to universities – you could have easily spoken for 2 hours about their priorities without student retention ever being discussed.

My, how times have changed.

It seems that more and more often, retention is discussed whenever goal-setting for enrollment is the topic.  Retention rates are part of the performance dashboards.  Retention strategies are developed with some similar planning focus to marketing strategies.

And why is there all of this focus on retention?  Because these institutional leaders – just like smart businesspeople – understand that retention means dollars.  Retention means less effort in recruitment.  Retention means less hassle in dealing with student complaints and turnover.  Retention means less change to address.  Retention means a faster path to success.

Not all educational institutions get it, however, when it comes to retention.  An organization that truly gets it understands that successful retention strategies require a great deal of research with current students on retention drivers, likelihood to stay, preferences, and satisfaction levels.  Research is required on former students to determine the true loss reasons for controllable exits.  Strategies need to have a component to look at the relationship-building structures and processes which need to be put into place to develop relationships with students and to quickly identify students at-risk of leaving.

Strategies need to be created to address internal cultural issues and priorities that currently run counter to the goal of retention.  And measurement strategies need to be adopted to ensure that issues and solutions are identified early enough to be addressed.

An education-based retention strategy needs to have the concerted effort and focus that balances internal culture with external relationship building, where all the key impact drivers of retention are measured.

Do you have a truly comprehensive retention strategy?

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


Small Errors in Service Recovery

Posted on December 7, 2009 in Business Advice Please leave a comment

 If “Service Recovery” means that we need to “save” situations where the customer is upset, irate, or complaining, then there are right ways and wrong ways to do it. While there is no one rule to deal with Service Recovery situations, many times employees can think that they are doing things the right way, and in fact there are small errors that are causing the recovery to be unsuccessful.

Think of the following actions during Service Recovery and the issues with each:

  • The employee responds to an e-mail from an irate customer by sending an e-mail back.  Whereas this may be very effective at times, particularly when the customer prefers e-mail communications, in a Service Recovery situation you want to talk to someone 2-way, on the phone or face-to-face. Because that ability to see the body language and to hear the tone of voice enables you to deal with the emotion of the situation better. Remember that e-mail does not convey emotion well.
  • The employee responds to the customer that if they have a concern, then the customer is welcome to call back. While this may seem like a positive offer, in effect what the employee’s doing is dumping the responsibility for follow-up back on the customer. Particularly in Service Recovery situations, the employee needs to take ownership over the follow-up, to convey that they care and ensure that the follow-up happens.
  • The employee hears the complaint and gives the appropriate solution, and yet the customer is still upset. This typically happens when the employee is providing an effective solution, but they are ignoring the emotional aspect of the conversation. Most customers want to be understood and to feel like they are cared for at least as much as they are having their question answered during a Service Recovery situation. Employees need to make sure they’re not so focused on the issue and the solution that they totally ignore the emotion that comes with the issue.

When determining the best way to deal with Service Recovery situations, look at the little things that employees can do wrong to determine how to tweak the technique to make sure everything turns out right. 

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


To Be the Best, You Have to Know the Best

Posted on October 23, 2009 in Business Advice, Government Please leave a comment

Mr. Floyd had always been an effective program manager in his local county government. However, as the financial stresses and strains resulting from the poor economy started to hit his area, he was being pushed harder and harder and harder to improve productivity and better manage costs. Even though these performance areas were expected to be addressed in a positive way, the expectation was that customer satisfaction would not deteriorate.

So Mr. Floyd had to look at his metrics, and figure out new ways to do things. He was being forced to look at data he had never been too concerned with before, including call center performance, average handle time, abandoned call rates, and customer wait times. When he looked at this data, the performance looked like it had not gotten much better or worse over time. He felt good about it. That was before his heart-to-heart talk with his boss.

Mr. Floyd’s new boss felt that although these statistics looked good to Mr. Floyd and had not deteriorated over time, his boss’ question was what is the level of performance that should be achieved? In other words, what is the goal? Mr. Floyd determined that continuing the current performance in the future would be a great goal, but his boss disagreed. His boss said that the goal should be based on what the customer wants and expects. In private industry, the customer expects the call be picked up in 60 seconds, or they’ll abandon the call.  In private industry, therefore, the companies expect a 2 to 4% abandon call rate. So regardless of past performance in Mr. Floyd’s department, future performance metrics will be based on customer expectations.

Mr. Floyd made a common error that people in many industries make every year. They focus more on performance trends than on setting goals that drive you towards best practice performance. When you’re setting those performance goals, don’t set them purely based on how you performed historically. Don’t base them on other entities exactly like you — in Mr. Floyd’s case, this would be other County municipal departments which are just like his department. Instead, base your goals on the best.

Maybe he should have step goals that will lead to the best practice level performance, but he needs to know best practice if he wants to continuously improve and — someday — be the best.

Look outside your business, outside your industry to identify what is best. Then start moving in that direction.

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


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