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Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

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G.A.B. – The Survey Guiding Principles – 3/28/23

Posted on March 28, 2023 in Customer Service Tip of the Week Please leave a comment

You’re excited!  The company has okayed your conducting a survey, and you immediately think of a half dozen questions you want to ask every customer.  You document your questions, get input from others, and all of a sudden you have a Word document with 36 questions instead of 6.  Now, what do you do?

Some clients engage us before they get into the particulars of the survey instrument.  Other clients come to us after they’ve already created that 36 question survey.  In either case, before you dive into the details of the survey questions, here are 3 Guiding Principles that could govern your decision-making about the overall design of the survey:

Goal-driven – Make sure that the questions are addressing your overall goals for the research.  The goals should drive what information you seek, which should drive the structure of the survey and the wording of the questions – it shouldn’t be the other way around.  Create the survey instrument around your goals, and when you have that draft put together, make sure each question aligns with what you’re trying to accomplish.

Actionable – For each question, give consideration to what would be done with the information.  Could you act upon the results?  What will the metrics potentially tell you? Are you evaluating attributes against each other, against historical data, against national benchmarks?  And how are you going to act differently based on ratings?  For the open-ended questions, are you going to utilize the common themes to improve operations, change strategies, reward and recognize others?  If the question is not actionable, why would you even ask?

Balanced – Ensure that there is a relatively even mix of questions seeking positives as well as questions seeking opportunities for improvement.  This is something that few of our clients consider.  Some clients are primarily looking for constructive feedback – and the tone of the survey can get the customer thinking too negatively and elicit too many negative stories.  Others are looking just for positives to use to market themselves internally or make themselves look good.  Instead, the survey should be balanced.  Research should help you to identify what is not working well while also helping understand where you can strengthen your strengths.

Let the goals of the survey drive the focus of the questions.  Ensure that the questions are structured to be actionable.  Create an overall balance of identifying what could be better as well as knowing what already is providing a great customer experience.

Design your survey to align to the G.A.B. Guiding Principles.

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Should I Stay or Should I Go? – 2/23/21

Posted on February 23, 2021 in Customer Service Tip of the Week Please leave a comment

Should I stay or should I go?  That’s not just a classic song by The Clash.  It’s also the question customers ask more and more, especially during difficult economic times.

A recent study in the Charlotte Business Journal noted that 50% of North Carolina businesses are concerned with how to maintain their existing customer base.  Even after almost one year of dealing with COVID-19, that concern continues – understandably so.

Customers are the life of any business, so sustainability and growth as an organization depends largely on retention and growth of the customer base.  Since the question I’m highlighting from the Business Journal study focused on existing customers, let’s talk about your current base of clients.

For you to maintain your existing customer base – before developing strategies or launching some major personalized reach-out campaign – let’s pause.  Let’s first determine what information we don’t know, and then let’s ask our existing customers to supply us with the information we need to keep them!

Retention:  Why did our customers begin working with our companies?  What about our products, our services, our people brings them the most value?  Why do they stay with us?  Why would they leave?

Growth:  Are they aware of our array of products and services – especially those that they don’t currently use?  Do they know about new customer processes or technology, policies or perks that could benefit them?  Are they aware of special values, resources, or unique opportunities available to them as existing customers?

Future Plans:  How likely are they to stay with us, to purchase more, to want to upgrade what they get from us?  How likely are they to look elsewhere for our types of services, and who else is competing for their interest or their dollar?

Every day, our customers are asking themselves whether they should stay or go.  Let’s make sure we’re asking them the questions so that we have the answers we need to keep them for the long-term.

Get customers to tell you why they would stay.

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Let Your Goal Determine Your Question – 2/2/21

Posted on February 2, 2021 in Customer Service Tip of the Week Please leave a comment

In the early 2000s, when the economy hit the skids, companies realized that they couldn’t take their customers for granted.  They needed to ramp up customer service.  They needed to listen to the Voice of the Customer.

During the Great Recession in the 2008-10 timeframe, much of the “new marketing strategies” that developed were really a repackaging of customer relationship development and client retention and growth initiatives.

Fast forward to today, and largely due to the Coronavirus pandemic, the economy is taking a hit again.  Companies are trying to determine how to change their customer experience, but they – again – are having to retain the customers they have as they hope to navigate through these waters and be positioned for continued success down the road.

One consistent response to these economic downturns is that companies have refocused on the importance of listening to the customer.

When you listen to the Voice of the Customer, oftentimes that voice is being shared in response to your questions.  These might be questions when you’re dealing with a customer issue, but let’s think a little bit more strategically – consider the customer voice you hear through your research.  You may have questions that you typically ask in a customer survey or in a focus group, but try to avoid the typical.  Instead, let your goal determine your question.

For example, if an organizational goal is to retain customers, ask why they became a customer in the first place, what keeps them with your business, why they would consider leaving.

If your goal is growth with existing customers, ask them about their needs.  If those needs are not being met by your company, ask them how those needs are being addressed.  Inquire about their awareness of your other products and services.

If you want to differentiate your business by having an exceptional customer experience, ask customers how your experience compares to others.  Ask how they would define a “great customer experience.”  Ask them to give you an example of an organization or a situation that provided an exceptional experience.

In times like these, most organizations are holding on to customers as tight as they can, and most discerning customers realize that fact.

When you’re considering tapping into the Voice of the Customer to learn how to strengthen that relationship, discuss organizational goals before you ever discuss what research questions to ask customers.

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