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When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

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

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Smart 1-to-1 of Season Ticket Holder Research

Posted on November 19, 2013 in Business Advice, Sports Please leave a comment

Big data? Let’s start with Smart Data.

Pro sports organizations feel they know their fans well, and then they conduct their own fan surveys and are frustrated by the lack of useful information. The results are usually broad brushstrokes of fans – general ratings and likes/dislikes. However, research done the right way creates a 1-to-1 view of specific Season Ticket Holders (STHs). Consider the following 3 profiles of specific fans (we changed their names below) that came out of a research project we conducted for a pro sports club:

  • Fred Smith will definitely renew for next year. In fact, he’s considering adding seats and is likely to want to upgrade his seats. He’s a STH because he loves basketball and the perks associated with being a STH (particularly ticket exchange and the post-game shoot-arounds), but he’s dissatisfied with the direction of the team. He doesn’t know who to contact if he has ticket issues, and he doesn’t know the name of his account representative. Fred’s married, has a doctorate, and usually attends with a business associate or with his wife.
  • Janie Watson is a brand new STH, in her first season with the club. Janie’s uncertain whether she’ll renew her tickets, and although she loves the events, she doesn’t like her seats. She’s 32 years old, single, and loves the relationship with her account representative. She prefers to be contacted via e-mail, and – even though Janie loves her account representative – what’s most important to her is the game itself, getting in/out of parking quickly, her seat location, and getting ticketing needs/issues resolved quickly.
  • Bob Jefferson is somewhat unlikely to renew. He’s been a STH for 7 years, and he has the tickets for family entertainment. He’s become disillusioned the past few years because the ownership preaches family values, but several players and some of the game day staff don’t convey those values. Bob wants more opportunities for kids to interact with players, and he’s particularly dissatisfied with the relationship with his account representative, the attitudes of Security, and the game entertainment. Bob noted that he’d like to talk with someone about his issues with the team.

What would you be able to do with this information for these 3 STHs? The answer should be obvious. You know who to contact about what; you know what SPECIFICS to discuss with each. You know HOW to contact them, and you know whether you’re in sales mode or service recovery/retention-mode.

When you look to do fan research, begin with the end in mind. Structure STH research to tell you the level of information you need to nurture and grow relationships – on a 1-to-1 basis.

Did you like this post? Here are other Sports-related posts:


Don’t Turn Your Clients Into Prospects

Posted on October 30, 2013 in Business Advice, World of Customer Service Please leave a comment

Many years ago I was consulting with a client in the financial services industry. This credit card provider would send out literally 2-4 million marketing pieces at a time with the hopes of getting a fraction – under 3% – to respond. The client would then initiate a sales process with that 1-3% and hope to close a certain percentage of those. While I was helping them on the operational aspect of one area charged with this process, I couldn’t help to be awed by the waste…and the fact that they were using generic marketing messages on existing customers.

A customer is not a prospect, but this client was treating them like one.

In the world that we prefer to work in today – that of customer service, the patient experience, season ticket holder retention, and account growth – you view retention and growth as 1-on-1. You view it as me (the employee) knowing you (the customer) so personally, so specifically that I know how you prefer that I communicate with you. I know whether you’re thinking of staying or leaving for a competitor. I know whether you’re likely to be a good candidate for cross-sell/upsell, and I know the best way to do that. I know whether it’s okay to ask for a referral. And when you form your opinion of my organization, I know what are those main opinion-drivers.

Being successful in the customer service, client experience, customer retention world requires that you never start thinking of a client as a prospect. Once you do that, you give up the competitive advantage of having a deeper, more personal relationship with that client.

Don’t turn your clients into prospects.

Did you like this post? Here are other Retention-related posts:


Coach for Student Success

Posted on October 24, 2013 in Business Advice, Education Please leave a comment

Vince Lombardi was the coach of the Green Bay Packers, but would his style really work well in an Education setting? Apparently it did – along with being a great football coach, he also was a successful teacher of Latin, algebra, physics and chemistry. In other words, teaching and coaching can be very similar.

And in the University and Community College arenas these days, teaching doesn’t just apply to the classroom. Much of what students need to be taught involves everything that surrounds the classroom. It’s the financial aid, general time management, navigating school processes and policies, dealing with school-specific tech applications, or navigating a campus.

To address the need to teach about these aspects of the Student Experience, some colleges are investing in Success Coaches. In the article “Success coaches” prodding college students to graduate, examples from Wallace State Community College and the University of Toledo are highlighted. Essentially, the coaches’ responsibilities can involve many tasks including:

  • Monitoring student accounts to ensure students are staying on-time and on-track with registering, attending, and completing classes.
  • Communicating with faculty about issues or red-flags, then taking action.
  • Being almost like an account representative for a pro sports team’s season ticket holders, being the main point of contact for the student.

Of particular benefit to First Generation Students, these coaches have a 1-to-1 perspective of their relationship with the students, working to keep tabs on, develop relationships with, and help to navigate their student experience.

Think of all the information that your organization has available on your customers or your students. Then ask, who is that dedicated resource charged with looking at and acting on that information to ensure student retention, a great student experience, and long-term success?

Find a coach to help guide the student to success.

Did you like this post? Here are other Student Success-related posts:


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