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While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

Pass the Quick Impression Test - 12/30/25


Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, Read more

2025 Holiday Poem - 12/23/25


We hear the word change And that change can be good, But we like things to stay same, And sometimes they should.   The weather can be wet And then dry as a bone. We know things will change, Even if all left alone.   Our customers change. Our co-workers do, too. It seems like our resources Are often too few.   The technology Read more

Make the Long Wait Feel Shorter - 12/16/25


When Greg entered the Tax Office, he was thinking only about two things: (1) How he was going to get the tax value on his home reduced, and (2) Whether the wait would be 1 hour or 2.  He checked in with the navigator who asked a few questions, Read more

When Kindness Means More in Customer Service - 12/9/25


Since a large part of the work we do at CSS includes customer research, we have seen tens of thousands of comments over the years about staff, and it is great to hear the positives that customers, fans, and account holders say about our clients’ team members. One word that Read more

Don’t Create the Second Complaint - 12/2/25


Maria was upset.  Rightfully so.  The product delivery was delayed, she couldn’t get anybody on the phone, and nobody would reply to her e-mails.  So, she went down to the store, and she found a customer service representative. After the initial greeting, the employee listened to Maria’s complaint.  While Maria Read more

Refresh on the Reasons to Appreciate the Customer - 11/25/25


This is a great time of year to give thanks, not just because it’s Thanksgiving week in the United States, but also because – with 2025 coming to a close - it gives us the opportunity to do some reflecting on the recent past. The idea of reflecting on reasons Read more

Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

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Don’t Turn Your Clients Into Prospects

Posted on October 30, 2013 in Business Advice, World of Customer Service Please leave a comment

Many years ago I was consulting with a client in the financial services industry. This credit card provider would send out literally 2-4 million marketing pieces at a time with the hopes of getting a fraction – under 3% – to respond. The client would then initiate a sales process with that 1-3% and hope to close a certain percentage of those. While I was helping them on the operational aspect of one area charged with this process, I couldn’t help to be awed by the waste…and the fact that they were using generic marketing messages on existing customers.

A customer is not a prospect, but this client was treating them like one.

In the world that we prefer to work in today – that of customer service, the patient experience, season ticket holder retention, and account growth – you view retention and growth as 1-on-1. You view it as me (the employee) knowing you (the customer) so personally, so specifically that I know how you prefer that I communicate with you. I know whether you’re thinking of staying or leaving for a competitor. I know whether you’re likely to be a good candidate for cross-sell/upsell, and I know the best way to do that. I know whether it’s okay to ask for a referral. And when you form your opinion of my organization, I know what are those main opinion-drivers.

Being successful in the customer service, client experience, customer retention world requires that you never start thinking of a client as a prospect. Once you do that, you give up the competitive advantage of having a deeper, more personal relationship with that client.

Don’t turn your clients into prospects.

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


Customer Service Wisdom from a Retiree-to-be

Posted on October 3, 2013 in Business Advice, Government Please leave a comment

When you retire, you get reflective. And with reflection, you sometimes come up with nuggets – words of wisdom.

Brenda Fraser is a County employee retiring from 37 years of service, and in the article Face of Hernando County government says customer service, good hires were keys to success, she addresses some of the difficulties in serving customers as a local government employee. Fraser noted that “The hardest part of her job has been ‘communicating to people when it was something that was not positive, communicating that the county really does care. We understand there is a problem. We’re not being cavalier.’ Frazier said she knows, from her view on the inside, that county employees care and work hard. That has made the last few years difficult, she said, as employees have been the subject of public criticism — at a time when many also feared they could lose their jobs because of budget cuts.”

There’s several key points in those words:

  • First, when something’s not positive, you must communicate with the customer about it; also, it pays to be proactive so you can have some control over what’s discussed, where and how.
  • Second, don’t just do a task for a customer and expect them to know you care. Most customers want to be treated as something that’s far more than a cog on your assembly line; therefore, you have to think beyond the task; you have to convey you care about the person for whom you’re doing the task.
  • Third, we need to be empathetic with staff. When constantly preaching about the need for great customer service that they need to deliver to customers, we have to understand that their morale impacts their attitude. Leaders need to take ownership over their role in keeping morale and spirits high since employee feelings will flow to the customers.

When you think about how to deliver great service, remember to be proactive, communicate that you care, and be a spirit-builder with staff.

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

Learn about our CSS Government services at: http://cssamerica.com/cssgovt.htm


Educating Educators on Customer Service

Posted on October 2, 2013 in Business Advice, Education Please leave a comment

Assuming something is rarely a wise course of action. If you’re a manager, you know how to manage. If you’re in a leadership position, you have great leadership attributes. If you serve the public, you are great at customer service.

For anyone who’s known bad managers, bad leaders, or people in government who are poor in customer service, you know why those assumptions are wrong.

The new Superintendent of the San Diego Unified School District understands the need to avoid those assumptions, as well. In the article Will “High-Quality Customer Service” For San Diego Principals Mean High-Quality Schools?, Cindy Marten (the new Superintendent) views her role as one of supporting principals, and part of that support involves viewing principals as customers. Marten notes “We’re providing high-quality customer service for our principals, and the reason why we’re doing that on behalf of the principals is that we expect high quality service for our principals to have with their teachers and with the community members, and you can’t deliver high-quality customer service by yourself — you’re not an island.”

In any business, before you change behaviors, you have to set expectations with staff about what are those desired behaviors. Marten is setting expectations with central office staff that they view and treat the principals and schools as customers – being proactive and responsive to needs. The thinking is two-fold: First, help the central office staff to see that they’re impacting student success by impacting the schools’ success. Second, help principals to realize that the high level of customer service provided to them by the central office should be mirrored by the principals in interactions with the parents and teachers.

The statement “you’re not an island” is one we’ve used a lot in our client conversations. Don’t feel like you have the entire weight of the world on your shoulders when addressing a customer’s needs – tap into others. But also realize that others are impacted by your actions, others are stakeholders in your encounters and decisions; so think about the downstream effects to co-workers and customers of what you do today.

When you want to change a culture to be more customer-focused, start by setting the right expectations of staff in their dealings with each other.

Did you like this post? Here are other K-12 education-related posts:

Learn about our CSS Education services at: http://cssamerica.com/cssed.htm


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