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

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

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

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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