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Talk Up Your Teammate - 12/5/23


It happens all the time in business. The salesperson transitions the new customer to their service representative.  The nurse tells the patient about the doctor about to come into the room.  The gatekeeper tells the customer about the supervisor they’re about to transfer the customer to, in order to Read more

Use Silence Wisely - 11/28/23


Silence is golden...until it isn’t. Silence is an excellent tool to use when talking to the customer.  Silence can convey that you’re listening, that you are patient, that you are being kind and are deferring to the other person.  Being silent can convey that you’re intentional about what you say, Read more

Be Grateful for the Good - 11/21/23


There are several different ways you could define gratitude, but I like the simple definition:  Being grateful for the good.  There’s a lot to be upset about, a lot to be frustrated with, there’s a lot to lament about in our customer service roles.  But even in these challenges, Read more

Sport Some Customer Perks - 11/14/23


Of all the industries we work with, the one that talks most about providing perks and benefits to its customers is pro sports.  We’ve worked with NASCAR, MLS, the NBA, and a little bit with the NFL and the NHL. And most of the teams or organizations will provide their Read more

Customer Service Lessons from the E.R. - 11/7/23


Every industry is interesting in its own way, and healthcare is definitely no exception.  We’ve done many different types of studies and projects in the emergency rooms at hospitals, and it’s interesting to look back at some of the results of focus groups we conducted with the E.R. patients. We Read more

I Did This…For You - 10/31/23


Michelle needed to run by the grocery store during her lunch break, and because it’s October in the USA, that means it’s Halloween month!  Fittingly, the grocery store had every shape and size of a pumpkin you can imagine; there was even this small basket of mini pumpkins. They were Read more

Make Deposits with Your Customer - 10/24/23


Carrie has a 50+ hour a week job, and - financially - she does better than many.  She’s in the media, but she doesn’t like everything to be public.  Carrie’s a real person with real issues and real needs and real gifts, as well. One day, her best friend, the Read more

Find Their Future Motivators - 10/17/23


We’ve provided fan experience and customer retention consulting in professional sports for a couple decades now.  One of our professional basketball clients was the Miami Heat.  We were working with them just a year or so after they had acquired superstar Shaquille O’Neal.  When they signed him, ticket sales Read more

How to Exceed the Promise - 10/10/23


It’s the never-ending battle between marketing and customer service.  Marketing makes promises, and customer service has to deal with upset customers when the company doesn’t deliver.  To ensure we deliver on promises, let’s assess promises by looking at some famous quotes over time… Promises may get Friends, but ‘tis Performances Read more

What “One in a Million” Means - 10/3/23


You are One in a Million! That can mean a lot of different things to a lot of different people.  Depending on the tone in which it’s said, the phrase can be a compliment or a criticism.  If there are 8 billion people in the world, that means there might Read more

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From Anaheim Schools to All Our Ears – Purpose and Strategy

Posted on September 11, 2014 in Business Advice, Education Please leave a comment

Blog 9-11-14I’ve been hearing the word “Purpose” a lot lately. It’s being used to address a person or organization’s mission and how that mission is above and beyond the function being performed.

“Purpose” in the world of education has a very clear meaning to Superintendent Michael B. Matsuda of the Anaheim Union High School District. In a recent Orange County Breeze article, the Superintendent welcomed the students and families into the new school year, but he did it in a different way – strategically, yet personally.

When people think about strategy, they think about planning, tactics, timetables, and milestones. But what that strategy should start with is the Vision, Mission, or Goal – in this Superintendent’s case, the strategy starts with a discussion of Purpose. He notes that “we must align all stakeholders under the common goal of graduating our students college and career ready with purpose.” He links those educational purposes then to community purposes: “A quality education for every child will benefit them through job readiness, a better economy, higher property values, and lower crime rates.”

He then gets into tactics, talking about feeder districts and higher education stakeholders. He talks personally about needed actions for staff and parents, and he discusses fiscal matters. He ends by closing the loop on whom the Purpose is for – the students.

The key lesson learned from Anaheim for K-12 schools and other school districts is this: Before launching the next great initiative, before getting too strategic, and DEFINITELY before getting too tactical, do two things. First, be clear on the Purpose and how that Purpose is about the experience of the student and preparing the student for the future. Second, be intentional about identifying all the stakeholders in the process and educating them on how living that Purpose relies on them and – ultimately – impacts them.

Be clear on the Purpose to best align all actions and stakeholders toward a common future.

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


Student Success Starts with Knowing Them

Posted on April 23, 2014 in Business Advice, Education Please leave a comment

Blog 4-23-14Phillips Community College in Arkansas won an award recently for Student Success – increasing its graduation and 4-year college transfer performance.

With the plethora of best practices and concepts, programs and pathways, you might think that the Student Success was driven by these proven strategies…but you’d be incorrect.

According to the article PCCUA recognized for student success, the starting point was understanding the student. Who are they? What is their background? What’s the lens through which they see college life and experience PCCUA? Apparently, many students come from generational poverty, and the faculty and staff do not.

This basic fact gets at a core problem with many organizations in the education industry and other industries as well these days. There are leaders, faculty, or staff that know a product, they know a topic, they know a program. But delivering that knowledge effectively often requires that they know the person to whom they deliver. We can’t assume that all students receive and process information in the same way, that they all want the same learning environment and examples.

Sometimes to best impart knowledge, we have to – first – know the student.

Survey your students. Ask them questions. Learn about their past. Then learn what most effectively guides them to a future of possibilities.

Student Success starts with knowing them.

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


Student Success and Relationship Management

Posted on January 22, 2014 in Business Advice, Education Please leave a comment

Isn’t Student Success, in the end, about getting a degree? If so, then why are some Universities and Community Colleges focused on relationship management? Account representatives are for professional sports organizations. But higher ed? Nah…

Well in the article TTU recommits to student success, Tennessee Tech University is noting the link between Student Success and relationship management. According to TTU’s Retention Services director, “The university is adding as many as a dozen professional advisers this spring. When the class of 2018 attends summer orientation, those advisers will help them register for their first semester and on, throughout their academic careers. One of the keys to retention is that students are going to feel more confident if they build a relationship with someone and have a clear path to their goal early in their college experience. That builds security and it shows that Tech really cares that you succeed here.”

This is about a University that has asked itself what drives Student Retention and Success? Part of the answer was having dedicated resources that are focused on getting to know students and develop relationships over time with those students so that needs are met, issues are addressed, goals are achieved, and progress toward success is made.

Educational organizations cannot create Student Success with a speech or by wishing that it happen. There must be a relationship development process designed that is an integral part of the strategy and includes dedicated resources. Relationship Management strategies in any organization typically include four key phases:

  • Getting to Know the Student – Preferences, retention drivers, satisfaction, involvement levels, etc.
  • Communicating with the Student – Setting up year-round Touch Point Plans to develop and nurture relationships with clients.
  • Retaining the Student – Applying your knowledge of their retention drivers to address what would make them remain and succeed…or leave.
  • Growing with the Student – Identifying and acting on ways to grow your relationship with them and continue it post-graduation.

Create a Student Success strategy that incorporates dedicated resources and relationship management.

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


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