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Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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Google This…Then Think Differently About Retention

Posted on January 26, 2012 in Business Advice, Government Please leave a comment

Go to Google News and search on “business retention.” When I did this recently, there were 102 items of business news for the last week alone, and they are from close to 100 different locations.

Why is this term becoming so ubiquitous (never used that word in a blog post before…very exciting!)? “Business retention” programs are proliferating, and it’s because communities are realizing the value of a company and its jobs and its fees and its taxes and its construction projects and the salaries it pays. Communities are realizing the value of a customer, and their customer is a business.

When the economy tanks (as it did around 2008 and earlier this century as well), businesses in general start talking a lot more about customer service and customer retention. Whereas it’s sexy to talk about new sales, new clients, and new businesses coming to town, all of that “new” stuff is an addition to what already exists – your current customers.

What we tell our economic development clients is the same thing I’d tell most any other business – don’t limit your retention strategy to “delivering great customer service” or to “having lots of face-to-face meetings with your customers.”

Your strategy needs to be based on data, facts, intelligence – some of which you acquire by asking your customers questions, and some of which you acquire by conducting ongoing research on your clients (via Facebook, Twitter, LinkedIn, Google News, MarketWatch, etc.). Your strategy needs to involve a mix of pre-planned Touch Points that occur throughout the year to pull information from customers via surveys/research/meetings/calls/e-mails or push information of value to them or marketing information for them. But the Touch Points also have to include those (as we say with our healthcare customers) PRN touches – those provided as needed based on that intelligence we just noted.

When you think about how to retain your customers (whether that customer is a business or an individual), you still need to deliver great customer service. But also develop strategies to gather intelligence, and provide strategic Touch Points to develop relationships that grow with your existing customers.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our 2012 Customer Service Trends podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/2012/1/12/stepping-up-service-6-customer-service-trends-for-2012.html

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


Social Customer Service, and Customer Expectations

Posted on January 12, 2012 in Business Advice, World of Customer Service Please leave a comment

In the article 20 minutes is too long for Twitter Customer Service, Michael Pace notes that the “@HyattConcierge Twitter response time goal (service level) is 20 minutes.” He then talks about whether that is the right goal – particularly from the customer’s perspective. Mr. Pace offers several standards based on the type of social media that customers are utilizing – interesting data, so check out the article.

So this begs several questions for your business – whether or not you’re in the Twitter world. What expectations do you have for the timeliness of responsiveness to customers? How do your organization’s expectations match up with the customer’s expectations? How do you find out your customer’s expectations? How do you share your organization’s expectations with your employees? How do you address your processes and systems to help employees meet those expectations? How do you measure expectations vs. reality? Finally, how do you communicate those expectations to customers so their expectations are more realistic?

This is a lot about expectations, but remember that studies have shown that 40% of customer dissatisfaction is because the company didn’t meet customer expectations. Maybe they overpromised, or they just didn’t do the bare minimum of what a customer would expect.

So get with the customer service and marketing leaders at your business, and talk about customer expectations. What is realistic? How do we communicate realism in a positive manner? What needs to be improved? How do we improve? How do we become GREAT?

There’s a lot that businesses try to do every day to improve customer service – but those efforts need to include a clear focus and strategy around setting, meeting, and striving to exceed customer expectations.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


NASCAR Lessons…and Beyond – Engaging Fans with Social Media

Posted on December 8, 2011 in Business Advice, Sports Please leave a comment

Let’s learn a little fan engagement lesson from NASCAR. In the Bleacher Report article NASCAR Drivers, Wives and Twitter: Is NASCAR the Most Active Sport on Twitter?, the writer notes about the relatively extensive level of access that NASCAR fans have to drivers – in everything from pit road access to autograph signings to the use of Twitter.

We’ve done enough research with our pro sports clients to know that a certain percentage of season ticket holders (STHs) have a strong desire for that engagement with or proximity to the athletes. But why do they want it? That’s a question to ask.

You can’t setup too many 1-on-1 dinners with your Dwight Howard and one of your season ticket holders. You can’t setup too many Putt-Putt competition between one of your long-term STHs and your Jason Verlander. You can’t have your Aaron Rodgers sit-in on too many STH book clubs.

So back to the question – why do STHs want access? If you can understand the STH’s goal, maybe there are some alternatives you can suggest.

To many STHs, the “why” is about the experience, it’s about relationship, it’s about feeling like you’re in-the-know or part of something special.

Social media can help with this. It’s not the direct 1-on-1 relationship they might desire, but it’s much more of a direct interaction than a fan reading a journalist’s article or a marketing e-mail from the team. So, use social media to accomplish at least two relationship-building objectives.

First, provide more direct/personal insights from your players and executives. Getting to know these individuals as being more “real” helps to foster relationship-building. That’s why the husband/wife aspect of the NASCAR Twitter approach has such great appeal.

Second, use Social Media to track key STHs, monitoring what is going on in their world, their lives. You can use this to identify ways to be proactive with them, sending them a congratulatory note to strengthen the relationship (if they changed jobs) or asking a question to enhance your STH-intelligence (if they mention they’ve moved) or sharing an offer to increase sales (if they say they have friends coming into town during a time where there’s a home game).

Use Social Media to build STH relationships by letting them into your world and by learning a little more about theirs.

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


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