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From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

Guiding Principles for Great Customer Service - 11/12/24


It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to Read more

From a Simple Question to an Exceptional Experience - 11/5/24


Phyllis loves her job.  It’s not just because she loves being a customer service representative, not just because she really likes her co-workers, and not just because she enjoys her company.  It’s because she really appreciates her customers, as well. A customer had ordered a register book off the company Read more

Three Lost Customers in One 10/20/15 TOW

Posted on in Customer Service Tip of the Week Please leave a comment


This is a true tale of 3 lost customers – me, myself, and I.

I sat in a drive-thru at the shiny new fast food restaurant – the first time I had ever been there – and the line never moved. It was 2, 4, 8 minutes of waiting. I told myself that if it got to 10, I’d leave; I left. That was 2 years ago, and I’ve driven by it hundreds of times but have never been back.

The local cleaners changed owners, and I kept going – it was highly convenient – but the new owners don’t smile, don’t say hello, don’t say thank you. Their greeting is “Phone Number,” so they can key it into their system. They don’t say another word until you tell them the number of pieces and what you want done with them. When you’re at the register, and they’re waiting on the credit card machine, they don’t say a word – they look around with a stone face. I’m leaving that business, too.

The local cable/internet company came to upgrade my neighbor’s lines, and they cut the lines to my home. When they installed cable, they literally installed the shortest line possible, so there was no way to move the television more than 3 inches and still be hooked to cable. When calling their customer service line to setup appointments, the wait was long and the wait on the technician to come out to the house was longer. I switched internet providers and am waiting on a new TV provider to enter my region so that can be switched as well.

Sorry to be venting, but I’m not just sharing these issues just to vent (although it does feel good!) – I’m sharing these stories to illustrate the types of things that can drive customers away. The company may never realize it either if they don’t ask customers about their experience, don’t try to see the experience through the customer’s eyes, and don’t contact lost customers to ask about exit reasons.

They lose business – revenues drop – and it’s all about the customer experience.

Customer service matters. Time, engagement, caring, responsiveness – they all matter to the bottom line, the P&L, customer churn – whatever term we want to use.

And since customer service matters, ensure you’re tapping into customers so you know truly what they are feeling, why they’re leaving, and why revenues are going up and down.

Learn the lessons of these “three” lost customers.

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Know What You Need to Know for BRE Success

Posted on in Business Advice, Government Please leave a comment

When Economic Development Organizations create their Business Retention & Expansion (BRE) Programs, they often have key goals such as:

  • Having a better understanding of business needs and expectations
  • Better matching community and government resources with specific needs of a given business
  • Improving relationships between the local government and its constituent businesses
  • Identifying companies at-risk of relocating or at-risk of job loss
  • Increasing local business retention and job growth.

These are all very good, very laudable goals. But to achieve goals such as these requires that the BRE professionals have resources, information, and intelligence on their local businesses.

If you want to understand needs, bring resources to bear for a local business, improve a relationship, know who’s at-risk of job loss, and grow the local economy, you need key pieces of information. Here’s a checklist for you to use to ensure you have what you need:

  • BRE Surveys – Understand retention drivers, current business outlook, likelihood to be recruited, perception of your local business environment, and many more characteristics.
  • Interviews from Site Visits – Learn about the local industry’s products/services, personnel needs/issues and recent changes, lease details, local customers and suppliers.
  • Business News ResearchGain information on leadership changes, facility closures/expansions, acquisitions, earnings, corporate strategies.
  • BRE Alerts – Get same day/next day updates on information that addresses imminent impact on a local business.
  • Exit Interviews – Learn the reasons why businesses left, so you can apply lessons learned to those that stayed.
  • Resource Updates – Have ongoing dialogue with local resources that help address business needs/issues so that you’re abreast of changes to programs, personnel, and information.

What else do you need? What do you need to know to best serve your local industries?

Get what you need so you can give what your locals businesses need.

Learn more about keeping up-to-date on your local businesses at http://brebuzz.com/


Do Some Root Cause Analysis on Customer Retention Issues

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

Here are comments from a Reuters article on Leap Wireless’ earnings issues:

  • Churn — or customer defection rate — rose to 4.4 percent from 4.2 percent a year earlier
  • Customer retention programs did not work out as well as expected and came at a higher-than-anticipated cost
  • Customer retention in the quarter was also hurt by reduced promotional activity.

Now, let’s do a little root cause analysis. To analyze these points, think “cause and effect.”

The first bullet is an effect – customer churn is up. But what was the cause? The second bullet says that customer retention programs didn’t work. So that was the cause? No, that wasn’t the root cause because the 3rd bullet says that customer retention was hurt by reduced promotional activity.

So reduced promotional activity was the root cause, correct? No, because promotional activity is needed due to something else missing.

So what’s the real root cause? They obviously have more work to do to determine the root cause(s); it’s unclear if they’ve surveyed exited clients. I’m uncertain if they’ve researched demographics and other characteristics of the customers, their usage patterns, their plans to determine key drivers of churn. It’s not clear if they survey clients to identify retention drivers and act on that intelligence.

What is clear is that the company is losing money and losing customers. As with any company in this situation, they need to systematically identify the root cause instead of jumping from symptom (i.e., lower profitability or retention) to solutions (increased promotions).

Do some root cause analysis on customer retention issues.

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