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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

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

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Higher Education – How the Student Must be a Customer

Posted on June 30, 2009 in Education Please leave a comment

The world of higher education is a business.  Leaders may not like to view it that way, but with the tremendous revenue streams they receive, the scope of operations, and the vast size of the campuses, Education truly is an industry with major business and financial considerations.

Many professors have trouble viewing a student as a customer, and, likewise, many others in administrative positions have that same concern.  But if we look at where revenues come from, they come from current or past students to a great extent.  So it is vital to keep your students if you want to keep your revenue – that business impact of the student is what makes them a customer.

Just like many universities, colleges, and community colleges conduct research outside of their organizations, so do those same institutions need to focus on researching themselves.  There are ways to predict which students are most at-risk of dropping out or leaving.  There are ways to anticipate which students are having problems which are precursors to their exit.  There are ways to identify what is driving student retention and growth.

Institutions of higher learning need to take a view of customer service which is research-based, data-driven, internally-focused, and predictive in nature.  If these educational organizations want to succeed long-term, they need to have a student retention and growth strategy which acquires intelligence on the students and leverages its own research capabilities or the research services of outside experts to predict retention.

Educational institutions that understand this need will not have to spend so much energy and time to find high quality new students to replace those they lost.  They won’t have to make the efforts in the admissions process to attract more students and the tuition and other fees that come with them.

Instead, they will form the organizational structures and research processes that will lead them to systematically build relationships with students, identify their most at-risk students, and proactively and effectively take the action they need to retain those students.

Institutions of higher learning need to research inward to continue to effectively grow.


Let Customer Service Crush the Stereotypes

Posted on June 22, 2009 in Government Please leave a comment

Ever since I was a little kid, on TV and the radio and from people talking, I heard stereotypes of “government workers.” The stereotypes were never very positive. They talked about the slow speed with which the employees did their work, the lack of passion and energy with which they communicated, and the low level of responsiveness.

But most of the folks that I and my company work with in government are not anything like those stereotypes.  Yet, it’s still interesting to see what those industry stereotypes have done to the perceptions of employees who work in that industry.  Employees in that industry are stereotyped as being non-responsive, lazy, slow, non-productive.

Those stereotypes come from perceptions that relate to characteristics of customer service. We believe that customer service at the highest level is comprised of two primary things:

  1. The Attitudes, Skills, and Knowledge of employees.
  2. The Processes within which the customers experience the business.

The stereotypes that I refer to relate to judgments and perceptions that residents have of the employee attitudes and processes at municipal governments and other state and federal government agencies. It’s amazing that those perceptions of negativity so often relate to the perceptions of the customer service.

In other words, what many customers perceive or believe about an industry or an individual organization are based on what they perceive of that industry’s or that organization’s customer service.

If you want to change the perception of your organization or your industry in your customer’s eyes, start by improving your customer service.


Keeping the Sports Fan – 1 at a Time

Posted on June 15, 2009 in Sports Please leave a comment

It’s not all about wins and weather.  Organizations in the world of professional sports who truly understand the impact of the fan realize that there are many drivers of attendance and season ticket holder retention beyond how many wins a team has or how the weather is that day (for you baseball and football teams).

Marketing may bring you into a business as a new customer, but after that, the relationship and affinity for the organization often take over – if the business is smart.  It costs a lot of money to execute all those marketing and sales strategies, and the reason why organizations often talk in terms of ROI is that there’s usually a lot of upfront “I”  that you need to get the return on as quickly as possible.  You don’t get that return if the fan only attends 2 games, if the season ticket holder cancels after 1 year, if a losing record for a season means an automatic loss of the customer.

Sports organizations need to – at the start of the new fan relationship – ask why the customer is now a customer…and why they might leave.  Finding those retention drivers is vital to any organization wanting success; even though marketers often think in terms of demographics and client types when marketing to large groups, customer retention experts think of what would keep Joe v. Mary v. Marco v. Terry.

When you think retention, think 1-on-1, develop relationships 1-on-1, serve your clients 1-on-1.  Because if it’s all about wins and weather, then to the staff on the business side of the organization, you have zero control.  But if it’s about the relationship and the retention driver, the communications and the caring, the impact on their business or their personal lives, then you on the business side of the organization have some control.

Keep the sports fan by knowing what you can control in the relationship with that customer – one customer at a time.


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