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See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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Physician Clinics, Processes, and Patient Satisfaction…oh my!

Posted on October 4, 2012 in Business Advice, Healthcare Please leave a comment

A recent study noted in American Medical News evaluated multiple aspects of a patient’s experience in a physician’s practice and determined that the three most important aspects of the experience all related to the doctor. The doctor’s knowledge, time spent with the patient, and access to the patient’s medical records were of greatest importance to patients.

However, there are a few points that might not be so obvious. Six of the next seven most important attributes all dealt with process – ease of billing, efficient billing process, time spent in the waiting room, etc. We believe that the 3 drivers of customer satisfaction in any industry are Employee Attitudes/Skills/Knowledge, Service Processes, and the Product/Service itself. So this process impact is not surprising, but it’s important. Key Conclusion: Make it easy and efficient for the customer to do business with you.

But another point in the article is typically as important. Other studies have shown that 40% of customer dissatisfaction is because their expectations weren’t met. This article notes how many patients compare their experience at a clinic to their experience in other industries. So it’s time for physician clinics like most other businesses to look outside themselves to learn. If the Ritz-Carlton makes you feel special, what can a physician clinic learn from them? If a NASCAR pit crew can change four tires and fill a gas tank in 12 seconds, what can a physician clinic learn from them? If Amazon.com can enable a 1-click purchase, what can the clinic learn from them?

It’s not just for healthcare organizations like clinics; this “looking outside yourself” benchmarking approach should be undertaken by local governments, the business operations staff for sports teams, community colleges and other education industry organizations, and retailers alike.

Key Conclusion: Customers come in with expectations about your business based on experiences with other businesses. So look at other businesses to identify improvement opportunities in your own.

Make it easy for the customer to do business with you…and to enjoy the experience, too!

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

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/


Student Retention Solution – The Four Cornerstones of Retention-based Research

Posted on September 26, 2012 in Business Advice, Education 1 Comment

Western Illinois University wants to retain more of its students. Particularly for first year students, a WGEM.com article notes that “More than a third of Western Illinois University’s freshman last year didn’t come back for their sophomore year.” So their answer is that they implemented a new mentoring program – Building Connections. This program taps into faculty and staff to volunteer to mentor incoming Freshmen.

Now whether the program is highly successful or not depends on many things; consider these questions. What’s in it long-term for the “volunteer” staff to fully participate? How well-trained are the staff? Do the students even want a faculty/staff mentor? About what will they be mentored?

But the most important question is “What’s the root cause of the problem?” The article notes that “over half of last year’s Freshman were first generation college students,” but that’s a fact, not necessarily a root cause. I hope that WIU is really digging into research to identify what are the core characteristics of those who do not return v. those who do. The research needs to be based on their historical data, the perceptions of their incoming Freshmen, their current students, and those that left. These are the Four Cornerstones of Retention-based Research.

In other words, I hope they use data to point them toward the right solutions.

When you’re dealing with retention issues, you most likely have a myriad of data on customers who were retained and those who weren’t. Use that as the starting to point to get at the true root cause.

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

Interested in our Education Industry services? See more at http://cssamerica.com/cssed.htm


Making Student Retention a Real Focus

Posted on August 22, 2012 in Business Advice, Education 1 Comment

Vincent Tinto, a Syracuse University professor, recently wrote a paper on Taking Student Retention Seriously. In the paper, he laments that most colleges/universities don’t take effective approaches to improving student retention. They too often think of a new program, a new activity, and a new offering to increase retention. Unfortunately, many of these new ideas result in “student experiences [which] are increasingly segmented into smaller and smaller pieces; their relationships with faculty, staff, and each other becoming more narrow and specialized; their learning further partitioned into smaller disconnected segments.”

So what does Tinto recommend? He suggests the need to create these 5 conditions which are supportive of Student Retention:

  • When students are expected to succeed, they are more likely to succeed. Success leads to retention.
  • When students are provided clear and consistent communications about requirements and advising on how to progress toward their goals, they are more likely to succeed.
  • When students receive “academic, social and personal support,” they are more likely to stay.
  • When students are involved “as valued members of the institution,” they are more likely to stay.
  • When students are in “settings that foster learning,” they are more likely to succeed and stay.

Tinto focuses on getting at the root cause of issues before defining the required action plans. But many organizations – when faced with customer or employee (or student) retention issues – often jump from symptom-to-solution. They offer the next great idea du jour…and hope it works.

Try to avoid jumping from symptom-to-solution. If you’re having student/customer/employee retention issues, get to the root cause first.

Find what makes students stick with you.

Check out our Education Industry Services: http://cssamerica.com/cssed.htm


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