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Create Awareness of Alternatives - 2/4/25


Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The Read more

Listen with Your Eyes - 1/28/25


Out of the corner of his eye, Patrick saw the customer enter the lobby.  The customer was carrying a large shoulder bag with several papers in her hand.  The customer was shuffling the papers and looking down; then she stopped, looked up, and saw the staff navigator sitting at Read more

When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

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

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Don’t Let Local Politicians Drive Customer Service

Posted on February 2, 2012 in Business Advice, Government Please leave a comment

You know it must be bad when local politicians want to draft a resolution that requires that government employees deliver good customer service.

A Maine City Councilor is looking to improve customer service at City Hall by crafting a document that requires that customers “are treated with the utmost courtesy and that all such transactions are handled in a respectful and professional manner.” He’s heard of residents and local business owners not getting prompt, effective service in response to inquiries and in the permitting processes.

While most municipalities have local developers, design professionals, and those who work in the trades who have concerns with permitting and inspection processes, it’s a sad day when politicians feel the need to take up the mantle of customer service champion. Maybe this Councilor truly feels customer service is a major concern, or maybe he is pushing this for some other reason, but the point is that there are ways to improve customer service – and this isn’t at the top of the list.

We’ve worked with local government – in permitting/inspections areas, in particular – for years, and much of what they’ve done to continuously improve customer service focuses on 3 areas:

· Continually Engage the Customer – Have local committees made up of the building community that offer you input into your plans, share feedback on service, and provide support on your initiatives. Augment this with ongoing (at least bi-annual) surveys of the broader constituency.

· Ensure Staff Have the Skills and Mindset They Need – Develop customer service standards – a bare minimum expectation in terms of how staff will engage customers. Provide training on the skills, principles, and philosophies of great customer service. Most permitting/inspections staff are hired because of technical skills, so they need training to ensure they also have great communication and service skills.

· Have a Process Improvement Orientation – So much of what drives satisfaction (or dissatisfaction) with permitting and inspection services relates to processes. How quickly can a permit be issued? How easy is it to submit plans for review? How often to inspectors show up at the scheduled time onsite? Ensure your processes and technology are standardized, efficient, and easy to navigate.

Take the need to improve out of the hands of the politicians. Talk to the customer. Train the staff. Continuously improve your processes and systems.

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/


The Single Biggest Key to Retention and Expansion

Posted on September 7, 2011 in Business Advice, Government, Sports Please leave a comment

You’re the customer. Do you feel that I care about you?

That’s it…that’s the key to retention. Making that person feel that you care about them. There are many ways to do this, but I’m going to go beyond the obvious discussion of eye contact, body language, tone of voice, and the words you use.

This is about strategy. This is about understanding that when the customer makes the decision to go to a competitor, they’re usually driving down the road, they’re doing a search on Google, they’re reaching for the yellow pages (yes, some people still do that), or they’re at their kitchen table. In other words, when they make that decision to leave, they’re often not in front of you.

So this strategy is about relationship building. As an example, I always like to discuss economic development organizations who are trying to keep local employers through their Business Retention & Expansion (BRE) programs. They’re great examples because these organizations have little direct control over the decisions of the local businesses, and those businesses aren’t going into the “BRE Store” 3 times a week, so the BRE professionals must know how to establish relationships with local businesses by going to the local businesses. They must meet with them, or send surveys, or send information of value, or send “marketing/sales/retention-focused” materials, or e-mail and call the business leaders.

This all needs to be part of a 12-month Touch Point Plan – a strategy you efficiently and systematically design and execute each year. Anybody in any business that depends on retention and growth with existing businesses needs a 12-month Touch Point Plan. You have to develop a plan to proactively “Touch” your clients even when they’re not in front of you. You have to take control over keeping the relationship going, keeping yourself top-of-mind, conveying you care.

We’ve taught many executives in professional basketball and professional soccer how to create these plans because their account representatives are having to manage hundreds of relationships and the resulting millions of dollars in lifetime revenue. Likewise, BRE representatives are maintaining relationships with businesses that employ thousands of staff, invest millions of dollars, and provide a significant tax and fee base for the local economy.

How do you create a plan? Well first determine 3 key types of touches:

· Pull – Information you request of them through surveys.

· Value Push – Information you provide that is simply valuable to the recipient and would address their retention drivers.

· Growth Push – Information you provide that would help them to grow their relationship with your organization.

Then build 3-4 of each touch type into a 12-month Touch Point Plan.

The key to retention is simple to identify, but the plan to retain must be created and executed in a strategic manner. So what’s your plan?

Interested in more information about Touch Point Planning? Go to: http://www.cssamerica.com/csstpp.htm

Listen to our latest 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/


Business Retention & Expansion – The Process That Drives Your Top Line

Posted on July 28, 2011 in Business Advice, Government Please leave a comment

In news articles that come out on a daily basis, business retention and expansion successes are touted. Oftentimes, these articles announce an expansion of a plant, consolidating functions from other locations to the local facility, or moving into a larger local facility.

But for all these good things to happen, they don’t simply occur on their own. Most local municipalities today have (or fund) an economic development organization to help drive these successes. Many of these EDOs have a dedicated Business Retention and Expansion program. We work with several BRE organizations and have identified some of what makes for a great BRE program. Review these keys, and apply them to your business:

· BRE organizations need to be great at quick issue resolution. Can you efficiently link your customers with somebody who can resolve them, or how quickly can you resolve issues yourself?

· The best of BRE Programs view their role as relationship-building. They define and execute 12 month Touch Point Plans to continually pull/push information to local business to learn about them, understand their retention drivers, and look for growth and partnering opportunities.

· BRE organizations need a focus on efficiency. Just like most account representatives in business today, BRE representatives have too many clients to truly know all deeply and personally. They have to prioritize communications, touches, and retention efforts for maximum staff time efficiency and maximum retention and growth of jobs

Learn from the Business Retention and Expansion leaders, and use these keys to continually develop client relationships and grow your community and your business.

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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