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View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

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

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Customer Retention for Marketers

Posted on November 26, 2013 in Business Advice, World of Customer Service Please leave a comment

Many marketing articles, blogs, apps, other tech-related devices talk “customer retention” but are really talking their true love – “marketing.” They talk about how “marketing drives higher retention” and how relationship development is really “drip marketing.”

I’m not going to debate retention v. marketing because many people think only about sales and marketing, they don’t think in terms of customer service and developing relationships for the long-term.

So for any marketers out there, here’s some customer retention advice on mindset, strategies, key questions from the marketing perspective:

  • When considering retention, think of your customer as an individual person – not a group. Communicate with them as an individual, not as a market segment. If you’ve ever had a company for whom you’ve been a long-term customer market to you like you’re a prospect, that company abdicated their relationship with you for the ease of pushing products.
  • When developing strategies, focus on the concept of what you need to do to still have this customer in 1-2 years. In other words, what would you need to do – and when would you stage those actions – over the next 1-2 years? Companies who think short-term, often come across as doing things in their best interest, not in terms of what’s best for the customer.
  • When communicating with them, first know how they want you to communicate with them (not how you want to communicate with them). I’ve oftentimes received multiple sales telephone calls and just let the machine pickup, never to return their call. However, if they would have e-mailed me in a personal way, I’ll always respond, even if not interested at that time.
  • Communicate with them in their preferred frequency of communication. Some people will opt-out of e-mail campaigns coming at them 3-5 times per week (especially since they’re typically just sell-related), but they won’t opt-out if it’s once every 1-2 weeks and/or if there’s a mix of sales and more educational communications.
  • View a customer as a supplier of information to you – the information you need to retain and sell them. Don’t think “push” first; think “pull” first – spend more of your research strategy in getting to know them, asking questions and pulling information from them (especially at the start of the relationship) than pushing offers to them.
  • Base your decisions on their personal retention drivers; base your strategies on them as individuals. If you know why one customer will stay with you, address it. We conducted research for a client that noted that first-time customers who are likely to renew annual contracts are actually interested in upsell opportunities, but a high percentage of first-time customers are not likely to renew. You can’t do much with that general information, but since we knew which customers had which inclinations, we could recommend to whom to market and to whom to take a service recovery/retention approach.

If you’re a marketer, customer retention is for you – just know through what lens to look to create your marketing strategies.

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


Smart 1-to-1 of Season Ticket Holder Research

Posted on November 19, 2013 in Business Advice, Sports Please leave a comment

Big data? Let’s start with Smart Data.

Pro sports organizations feel they know their fans well, and then they conduct their own fan surveys and are frustrated by the lack of useful information. The results are usually broad brushstrokes of fans – general ratings and likes/dislikes. However, research done the right way creates a 1-to-1 view of specific Season Ticket Holders (STHs). Consider the following 3 profiles of specific fans (we changed their names below) that came out of a research project we conducted for a pro sports club:

  • Fred Smith will definitely renew for next year. In fact, he’s considering adding seats and is likely to want to upgrade his seats. He’s a STH because he loves basketball and the perks associated with being a STH (particularly ticket exchange and the post-game shoot-arounds), but he’s dissatisfied with the direction of the team. He doesn’t know who to contact if he has ticket issues, and he doesn’t know the name of his account representative. Fred’s married, has a doctorate, and usually attends with a business associate or with his wife.
  • Janie Watson is a brand new STH, in her first season with the club. Janie’s uncertain whether she’ll renew her tickets, and although she loves the events, she doesn’t like her seats. She’s 32 years old, single, and loves the relationship with her account representative. She prefers to be contacted via e-mail, and – even though Janie loves her account representative – what’s most important to her is the game itself, getting in/out of parking quickly, her seat location, and getting ticketing needs/issues resolved quickly.
  • Bob Jefferson is somewhat unlikely to renew. He’s been a STH for 7 years, and he has the tickets for family entertainment. He’s become disillusioned the past few years because the ownership preaches family values, but several players and some of the game day staff don’t convey those values. Bob wants more opportunities for kids to interact with players, and he’s particularly dissatisfied with the relationship with his account representative, the attitudes of Security, and the game entertainment. Bob noted that he’d like to talk with someone about his issues with the team.

What would you be able to do with this information for these 3 STHs? The answer should be obvious. You know who to contact about what; you know what SPECIFICS to discuss with each. You know HOW to contact them, and you know whether you’re in sales mode or service recovery/retention-mode.

When you look to do fan research, begin with the end in mind. Structure STH research to tell you the level of information you need to nurture and grow relationships – on a 1-to-1 basis.

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


Create a Patient-Centered Culture

Posted on November 14, 2013 in Business Advice, Healthcare Please leave a comment

Zappos delivers great customer service, but its leader seems to talk mostly about his corporate culture. Disney is always brought up in seminars we provide for their great customer experience, but so much of what makes it a great experience is the consistently high performance of its “cast members.”

Culture and customer service are intertwined in great companies, and that’s why it’s no surprise that the article NY nurse executives focus on positivity addresses how to drive higher patient satisfaction by creating a patient-centered culture. According to the article, successful healthcare organizations possess a “strong unit and organizational leadership that promote a service culture tied to operations and finance; effective partnerships with patients and families; an engaged and satisfied workforce; and a strong performance improvement focus.”

Note what’s being discussed here…leadership that’s strong…leadership that promotes service…an organization that realizes patient/customer satisfaction is intertwined with operations (processes) and finance (business outcomes). They address partnering with customers, having motivated staff, and continually improving.

I agree with all these points; most cohesive cultures are created and fostered by leaders who have a well-articulated vision, who practice what’s preached, who understand the process impact on patient satisfaction and the patient satisfaction impact on financials.

But some of the “hows” are missing from the article. How do you get an engaged workforce? How do you continually improve? Leadership is the start, but that focus on patient satisfaction has to begin with your hiring process and criteria for staff, what you reward them for doing, and how you hold them accountable. A patient-centered culture requires training and an internal communication plan that is proactively conveying the messages to staff that you want repeated to patients. Patient-centered cultures require smooth information flow from patients and families to staff and leadership, so data-driven improvements can be made real-time when needed and through root-cause analysis when recurring issues occur.

To create a patient-centered culture, get leadership on board, and get the ball rolling through hiring, motivation, accountability, training, communications, process design, and continuous improvement.

Create a great culture with your people to create a great experience for your customer.

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


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