retention | Customer Service Solutions, Inc. - Page 17

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

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Retention-Driving Data (Know Your Numbers…and Your Customers)

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

Here’s a quick article on using data analytics for client retention (Analytics Boost Customer Retention for Ohio Mutual). Although I like the article because of its obvious retention-focus, some of the key nuggets relate to the metrics that Ohio Mutual utilizes including:

  • Retention/renewal rates (historically 87%)
  • Profitability of the renewal business (15%-20% higher than the profitability of new customers)
  • Identifying premium increase opportunities (upwards of $175 annually for some clients).

Does your organization have similar metrics? If not, just take a minute to think of how your strategies and decisions would be different if you knew retention rates, profitability of renewal v. new customers, and specific dollar increase opportunities with existing clients.

If you can’t afford a SAS solution, we’ve worked with many organizations on analyzing retention rates, at-risk profiling, retention and growth strategies, client exit interviews, etc. without using some high-end system. It’s not about the system. It’s about you, your customer, and the methodology to uncover retention opportunities and act on them.

Know your numbers to better target and achieve retention and growth with current customers.

For more information, check out: http://cssamerica.com/cssstrategy.htm


Student Success – Align to Achieve

Posted on in Business Advice, Education Please leave a comment

It’s a core management belief – if you want to change the behaviors of employees, you need to reward and recognize those desired behaviors, because some people are motivated by the carrot, by the incentive.

Benedictine University is applying that philosophy to its customers – namely, its students. In the article Benedictine University Announces Student Success Award, one the approaches that Benedictine is taking to improve Student Success is highlighted. The University has enacted a program for “students in good standing (a GPA of 3.0 or higher) who are on track to complete their online degree within a designated period of time.” Essentially, if they meet the criteria, the University may offer awards that defray from $1,000-$10,000 of their remaining tuition.

If you read many of the studies and best practices about Student Success, particularly in community colleges, the vast majority are internally focused on programmatic, orientation-based, or advising-related initiatives. But if we view Student Success as a partnership between the college and the student, community colleges also need to look about how they can affect student behaviors, how they can motivate the students to Succeed, how they can align student “incentives” with organizational goals.

When you’re planning your Student Success strategy, ask yourself “How can I motivate the students to succeed?”

Learn about our CSS Education services at: http://cssamerica.com/cssed.htm

Interested in improving your educational organization’s customer/student satisfaction? See our other blog posts at: http://serviceadvice.cssamerica.com/category/education/


Fan Equity – The Latest Study…Clear as Mud

Posted on in Business Advice, Sports Please leave a comment

Emory University recently published results of their “NFL Fan Equity” study. In the study, they evaluate and rank the 32 teams’ fan bases. You may wonder how your team ranks, but prior to getting too involved and passionate about the results (the study has been hammered by fans since its publication), let’s first define what the study addresses.

It ranks teams by their fan’s “equity”…okay…what does that mean? It means loyalty…but teams that are ranked in the middle of the pack continually sell-out. It means revenue in relation to wins…so that means that teams that win a lot can’t have the highest rank.

The problem here is definition – in any research, you’re going to get push back if the reader doesn’t like the results, particularly if you can’t clearly define the basis for the conclusions. If we were to do a study based on loyalty, we could look at season ticket holder renewal rates, or we could look at waiting list for season tickets, or we could simply ask fans (which this study doesn’t do) about their relative fan affinity.

So what in the world is “equity” – usually that either deals with equality/fairness or financial equity such as the amount of stock an individual owns. I assume they’re speaking of the latter, but it’s not clear when they toss in words like “loyalty” and “fan support.”

When you embark on any research project, keep two things in mind. First, know your goal. What are you trying to learn? What are you trying to accomplish with the results? How are you going to clearly communicate findings, conclusions, and recommendations?

Second, ask the customer. Don’t make evaluations of the customer (especially about their affinity, loyalty, renewal likelihood, growth opportunities, etc.) without asking them.

When you look to research your fan base, begin with the end in mind…and ask the customer directly.

Interested in improving your organization’s fan retention and revenue? See our other blog posts at: http://serviceadvice.cssamerica.com/category/sports/

Learn about our CSS Sports services at: http://cssamerica.com/csssport.htm