mystery shop | Customer Service Solutions, Inc. - Page 6

Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

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


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 Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Break Your Customer Service Season into Quarters

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

A quarter is a very interesting thing. A quarter can be a form of money.  A quarter is a time period where public companies report their financials. A quarter is the portion of the pro football schedule where most coaches have divided up their season into four sets of four games each. They do this to best approach a segment of their schedule as well as analyze that segment.

To a business, when it comes to customer retention and growth, a quarter should be equally of interest.

When you are assessing the performance of your business as it relates to customer service, satisfaction, loyalty, and retention-driven growth, you need to also think of your measurements in terms of quarters. Those measures can come in the form of mystery shopping, satisfaction surveys, or focus groups. No matter in what form they come, you need to be evaluating your customer satisfaction at a minimum on a quarterly basis.

Keep in mind that customer satisfaction is driven in any organization by three factors:

  • The Attitudes, Skills, and Knowledge of the employees
  • The Processes within which the customers experience your organization
  • The Products and Services themselves.

So on a quarterly basis, you need to be assessing, analyzing, and addressing these keys to customer satisfaction and loyalty just as you would any other set of key metrics in your business.

Through the different methods of acquiring customer data as referenced previously, and including assessments of internal operational service metrics such as process times, wait times, queue times, first contact resolution, etc., you should have a dashboard of metrics that enables you to quickly see trends in satisfaction, loyalty, and growth.

If you always want to be able to make data-driven decisions that are the best for your company’s future performance, make sure you have hard numbers on such metrics as satisfaction with Attitudes, Processes, and Products.  Make sure you have hard metrics on customer retention rates or attrition rates.  Make sure you have hard metrics on average purchases per customer and frequency of visits.  Make sure you have hard metrics on referral rates from existing customers, and make sure you have hard metrics on the financial impact of each customer to your organization’s bottom line.

You need to manage the biggest component of your top line financials (the customer) at least as well as you manage all those detailed accounts on the expense side of the ledger. Create and utilize customer retention and growth metrics to help guide your company’s planning and performance improvement initiatives.

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


With Customer Service in the Education Industry, Perception is Reality

Posted on in Business Advice, Education Please leave a comment

Our company has conducted literally thousands of mystery shops in the Education industry, everything from an elementary school to a four year university. And one thing we have noticed consistently is that when it comes to customer service in Education, perception is reality.

When you don’t respond to e-mails in Education, they perceive you’re non-responsive. When customers or parents or students are forced to wait long periods of time without having the wait acknowledged, they perceive that they are not important to you. When the customer has to complete the same information on multiple forms, they feel you’re inefficient. When they leave you a voice mail, and you don’t respond two or three days later, they feel like you don’t care.

Maybe you are organized, maybe you do care, maybe you are responsive, maybe you are organized.  But from the customer’s perspective, you’re not.  And if the customer – whether that be a student or parent or family member or even an internal customer or co-worker – perceives something, then to them it is a reality. And when those people are making decisions about whether to recommend you or not, they are making the decision based on their perception.

When they’re making a decision about whether to talk bad about your organization or you personally in front of others or whether to talk positively, they are making that decision based on their perceptions. When they are recommending you to others or recommending that others go elsewhere and avoid your educational institution, they are basing their recommendation on their perceptions of your organization.  And if they are deciding to attend your school or go elsewhere, if they are deciding to pay tuition or just delay some payments for a while, they are basing these decisions on how they feel about, how they perceive your organization.

For educational institutions, if you want to improve what others perceive about you, you need to be measuring it and taking it seriously.  Because in the decisions people make, it doesn’t matter what you do or what you intended to do as much as it matters what they perceive about you and your organization.

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


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