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Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

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10 Key Customer Retention Evaluation Questions

Posted on January 9, 2014 in Business Advice, World of Customer Service Please leave a comment

Many times when we address key customer retention strategies and customer retention success stories, the crux of what we’re saying is that you have to get to know the customer on more of a personal level. You need to build a relationship and not relegate yourself to viewing a customer as a prospect and selling to them as if you don’t even know them.

But this blog post is different. This time, I want you to envision yourself in a meeting at your business, and the meeting is all about customer retention and growth. Before you can develop a strategy, you have to ask yourself some key questions about your current state:

  1. Do you know why existing customers initially bought?
  2. Do you know why they would not return?
  3. Do you know who your customers view as your competitors?
  4. Do you know what differentiates you from your competitors in your customer’s mind?
  5. Do you know the differences in demographics, purchasing patterns, participation rates of clients who return every year v. those that don’t return?
  6. Do you know what internal operational factors impact those customer retention drivers?
  7. Do you know how you’re performing in those internal operational areas?
  8. Do you stay in contact (proactively) with customers, even when they’re not in your store, on your website, or contacting you directly?
  9. If so, are your proactive communications about you or personalized about them?
  10. In other words, do your proactive communications seek to learn more about them and educate them, or are they primarily pushing your products and services?

Before you embark on the next big strategy, do a self-scan. Find out what you know…or need to know first.

Ask yourself and those in your organization these 10 Key Customer Retention Evaluation Questions.

Did you like this post? Here are other Retention-related posts:


The Cubs Way of Changing a Culture and Improving Revenue Retention

Posted on December 18, 2013 in Business Advice, Sports Please leave a comment

The Chicago Cubs baseball team is doing better on season ticket renewals this year. According to VP of Sales and Partnerships, Colin Faulkner, “The rate of renewal for full-season and “combo” night and weekend game plans is in the mid-80 percent range, up 5 percentage points compared with this point last off-season.” And to what does Faulkner attribute the improvement? “Better customer service.”

They went through a restructuring of their ticket sales department to provide more dedicated resources to retention. There were a couple other points made in the article, but let’s stick with this one – structuring yourself (with dedicated resources) around retention.

You can often tell what’s important to an organization based on how they spend their money and utilize their resources. We also believe that creating a culture that moves you toward a goal requires much more than leaders who give good speeches or incentives to change behaviors. Culture change and the benefits that can result often require change in how a business is organized, how personnel are allocated, and how focused are the responsibilities of those personnel.

Whether you work in the sports industry or not, when you’re looking to hit a home run with a culture change or to dramatically impact some key business outcome, don’t just create a new incentive program or give a great speech. Make a structural change that ensures you have resources dedicated every day to focus on the goals and to execute the strategies to get there.

Ensure you’re structured for success.

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Speed the Transformation of Your Customer’s Experience

Posted on December 17, 2013 in Business Advice, Education Please leave a comment

I’m constantly flummoxed by executives who feel that the only good idea is a new idea, the only means to success is through their own innate creativity. A COO once told me that trying to create simplicity in operations for staff (so they could more consistently deliver a great experience to their customers) wasn’t challenging enough.

The best executives need to realize that there’s a multitude of great examples of customer service cultures and wonderful customer experiences in other businesses, other industries. And there’s no shame in learning from others to speed the transformation of an organization.

In the article City School District taking lesson from Wegmans, the Rochester School District announced that it was going to train staff on many of the same customer service principles and techniques that Wegmans Grocery Stores (with a reputation for great customer service) utilize. This includes quick issue resolution and fostering a WWWD (“What would Wegmans do?”) mindset.

The point is not to say that we all need to look to our local grocer for customer service tips. Rather, in Education or other industries (local government, healthcare, etc.) that are not always known for a great customer experience, sometimes it’s better not to look at industry peers. It’s best to look to those who have the reputation for being the best in a particular aspect of business. Think Zappos for culture, Chick-fil-A for consistent customer service in a transactional environment, or Amazon for personalization in a high tech/high volume world.

Speed the transformation of your customer’s experience by benchmarking with best-in-class performers OUTSIDE your industry.

Did you like this post? Here are other Education-related posts:


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