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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

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

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

Posted on November 11, 2025 in Customer Service Tip of the Week Please leave a comment

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 for them to have a first-time fan or first-time customer strategy for relationship development that is different from their approach with other accounts.

They have an extremely high churn rate with first-time customers, like most businesses do, so there needs to be a clear intent to strategically develop relationships with those customers, learn more about them, and personalize communications and engagement whenever possible.

We had a debrief call recently after one of our major research projects, and one of our client’s staff talked about the fact that they were starting to assign a personal service rep to the new accounts.  This is something we have encouraged for years, and we were happy that they’re doing it, but we wondered why this hadn’t been done after our many prior conversations.

The Reason for the Personal Representative

Why do customers – especially first-time customers – often prefer to have a personal representative?  It’s about ease and simplicity – having one person you know by name and who knows you by name – one point of contact, one to call, to text, to e-mail to address all their needs.  They don’t have to learn your business; they just have to know how to get in touch with Jack, their personal rep.  It could be a question about online account access, optional services, policies, fees, program functions/features, etc.  Regardless of the topic, all they have to do is call Jack.

This approach provides them a feeling of being taken care of – they know someone they can trust to help them.  It’s about their feeling valued – being able to talk to an employee they know, someone who cares about them.

If you want to build true value with your first-time customers, make it easy on them.  Build trust with the customer, convey you care about them.  Give yourself the ability to be responsive by giving them the ability to get to you easily.

Eliminate barriers to the communications that help you build relationships with new customers.

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