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Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to 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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