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Narrow Your Focus to Seek Excellence - 4/1/25


You’ve probably heard companies use phrases such as: “We want to go from being good to great.”  Maybe they’ve said: “We strive for perfection, and although we’ll never reach perfection, maybe we can achieve excellence along the way.” These organizations find some kind of a catch phrase or slogan, but Read more

Avoid the Unfriendly Ghost - 3/25/25


Last week we talked about the qualities of “PERKI Customer Service,” essentially what attitudes and actions are characteristics of those who provide great customer service.  This week, let’s take the opposite approach.  What are some of the mistakes that people make?  Maybe these are mistakes of omission or commission; Read more

PERKI Customer Service - 3/18/25


After having worked on hundreds of projects over the years with thousands of thousands of individuals, some things become pretty clear. There are certain traits held by people who are great in customer service.  Look at this list, and do a self-assessment.  Which apply to you? Positive and Patient Do you Read more

It Helps to Downshift - 3/11/25


One of the first tips I heard when I was learning how to drive related to what to do when the brakes fail - downshift.  Shifting into a lower gear can slow down a moving vehicle.  I would explain this in technical terms to you, but considering I’m not Read more

Patience is… - 3/4/25


Patience is a…pain in the neck.  Why is it so hard to be patient?  Those of us who work in customer service know that we constantly have to show patience with our customers.  We’re ready to move to the next step or the solution because we’ve heard this issue Read more

Everybody Doesn’t - 2/25/25


Joey received the compliment, but he was confused.  Paula, his boss, and Joey had their monthly one-on-one meeting, and Paula noted that, although he was new, Joey was already doing a great job!  While there were learning curves on some of the organizational policies and the technology that he Read more

A Simple Phrase to Transform Your Customer Feedback Approach - 2/18/25


I went to a restaurant called Big Ed’s (no relation) in Raleigh, NC recently.  It’s basically country cooking with fantastic breakfast options!  On the menu there was a quote that said: If you enjoyed your meal, tell a friend.  If not, please tell us. That was an excellent statement that embodies Read more

What Phones and Football Have in Common - 2/11/25


Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest Read more

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

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Make Surveys Worth It – 9/29/15 TOW

Posted on September 29, 2015 in Customer Service Tip of the Week Please leave a comment


How many customer surveys has your company conducted since you’ve been working at your current employer? Some of you may answer 1,263 – roughly speaking – and others may answer zero.

The results could be many data points, many responses, many comments and analysis and findings and conclusions…or zero.

To make surveys worth conducting, worth the time, worth the money and the blunt feedback, the results have to be used. But even before that, the results have to be worth using.

Before conducting your next survey, think about these key categories of content.

The first is obvious. Find out what’s important to your customer – about the experience, the product/service, the relationship with your business. Find out their satisfaction with those same attributes so you can see where the biggest gap is between importance and satisfaction.

The second may be less obvious. Gauge your customer’s awareness. Many of the reasons for customer dissatisfaction, apathy, exit, confusion, or a poor experience comes down to this point – they just weren’t aware. They weren’t aware of your product offerings, your facility locations, the website functions, the right number to call or person to contact, how they could request a refund or lodge a complaint. They weren’t aware of a process or a service method; they didn’t know about perks and benefits.

The third content category for your surveys is change. Ask the customer about what is changing in their world, with their preferences, and with their desired experience. Have them to tell you the change so you can anticipate and plan for the changes you’ll need to make in your business to change with your customer. Don’t wait for them to leave in order for you to realize that you didn’t change fast enough.

Make your survey results worth using. Ask the right questions.

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TIME – A Business Retention & Expansion Pro’s Constant Battle

Posted on August 26, 2014 in Business Advice, Government Please leave a comment

Blog 8-26-14You may have heard the saying “Work expands to fill the time allotted.” The idea is that – for many people – if they have 8 hours of work to do and 8 hours to do it, they’ll get it done; however, if they have 5 hours of work to do and 8 hours to do it, it will still take them 8 hours.

Many Business Retention & Expansion (BRE) professionals never have to worry about this situation because there’s usually too much work for the time. There are internal meetings, client visits, research on current clients through surveys and reviewing publications, support for the business recruitment staff, facilitating resolution to issues with the local government permitting issues, and on…and on…and on.

Where time is the issue for BRE professionals, here are four key questions to ask:

  • What activities are being performed that provide no value to the client? Find, eliminate, or reduce the time spent on these meetings, reports, and other tasks.
  • Where is time spent on research that could be outsourced to others? Don’t spend hours culling through newspapers or web alerts just to learn a little nugget that you can use with a client (have others do it for you).
  • Which are the key clients most at-risk of job loss or with the most opportunity for job gains? Knowing this can help you to allocate more time to those with more opportunity/risk.
  • In what situations are you doing something manual that could be automated? It’s the handwritten survey v. the web-based survey. It’s the handwritten notes that you rekey later. It’s the hardcopy documentation and manual files that build and build and build only to be purged every 3 years in a fit of frustration.

When you’re frustrated that you can’t get everything done, consider stopping what you can, outsourcing where you can, spending more time with those with the most opportunity/risk, and automating whenever possible.

Find more time to do what you do best.

Did you like this post? Check out otherBRE-relatedposts athttp://brebuzz.com/bre-blog-posts


What You Must Know to Keep Your Customers

Posted on December 19, 2012 in Business Advice, World of Customer Service Please leave a comment

Bad economies make companies truly focus on good customer service and the importance of customer retention. And when businesses try to retain more customers, they often fall prey to the desire to create a new benefit, institute a new loyalty program, or launch a new customer retention effort which is – in reality – just marketing gone bad.

So instead of suggesting you create some costly initiative, let’s start with creating a common understanding of the knowledge you need to have to best keep your customers:

  • Know why they would leave, and address it. This means, what do they expect from the experience? From the quality of the product or service? From your level of customer service?
  • Know who you want to keep most – and why (typically because of profitability or longer-term impact) – and target more of your efforts on these customers. No company has infinite resources with which to use the most personalized and labor/cost-intensive methods of keeping customers. So you have to know with whom you make the personal visit (high cost touch), and with whom you send the personalized e-mail (low cost touch).
  • Know who’s most at-risk of leaving, and create strategies to keep them. Target, target, target. Don’t spend the same time and energy and money keeping everyone, if you know a certain percentage of customers are almost certainly going to stay with you. And how will you know? Simply ask them, and also look at historical data to identify common characteristics of former customers.
  • Know how to become vital to their day-to-day lives or success. If they can’t efficiently get their job done without your software or research, if they can’t get their need met well without your product, if you are the supplier of something that’s imperative to their daily personal or professional lives, you have significant leverage in retention.
  • Know how to make it easy to become your customer…and more difficult to leave. Is the customer’s signup with your organization a piece of cake? Can a first time customer navigate your organization and your processes/policies as easy as a long-term customer? If so, you’re golden. On the back end of the relationship, you don’t want to make it impossible to leave (then you’re dealing with ethical concerns), but if the customer needs to replace what you provide, and that effort or time (in addition to the effort and time and cost of going to your competitor) are high, they may not make the move.

Know what you need to know to keep your customers.

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/


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