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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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Create a Custom Retention Toolkit

Posted on April 20, 2011 in Business Advice, Sports Please leave a comment

In the article Marketing starts with customer service, the author promotes the concept of identifying the 20% of your customers that drive the majority of your business. Then market to them and provide them with stellar service. The idea is to have a targeted marketing approach for your top existing customers just as you would to a target demographic (using more typical marketing parlance).

Later in the article, the different marketing strategies are referred to as retention tools…hmmm…interesting.

It’s interesting because many of us think about customer service as responding to requests, as resolving issues, as anticipating customer needs. But from a retention standpoint, what collateral (or to use the author’s term), what tools do employees at your company have available to them to keep and grow business with existing customers?

Remember from our other blog posts that retention is different from marketing in that retention needs to be more personalized – more 1-to-1 based on the customer’s true renewal drivers. But once you know those drivers for your key client types, you may find consistencies such that a high percentage of customers will stick with you for a few key reasons.

In pro sports, the teams often offer many benefits to customers, but we’ve surveyed enough season ticket holders (STHs) to know that those benefits are rarely the reason why the STH renews are not. So don’t come up with a laundry list of benefits; again, be targeted.

If the retention driver is “being in the know” with your company’s latest product offerings or events or initiatives, possibly have an “Insider” newsletter that only the best customers receive before the general public – it could include a personalized letter from the CEO. If the driver is quick turnaround on special orders, ensure you have a fast-track process for urgent orders available to key customers. If the driver is the relationship with the organization’s people, make sure the employees share their names, ask about the customer, give unsolicited tips on the use of the products or meeting other customer needs.

Identify reasons why your key customer types would stay or go, and then create your own retention toolkit.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


Follow the Lead of Others in Retention and Growth

Posted on April 18, 2011 in Business Advice Please leave a comment

Here are a few recent key paragraphs in business articles:

“My three focuses are employee satisfaction, customer satisfaction and economic success.”

“Hallmarks of the quarter included significant loan and deposit growth, evidence of the success that sales and customer retention initiatives are having.”

“Financial services executives searching for creative and inexpensive customer retention programs…”

Clients can “benefit from…increased revenue through improved customer retention.”

The product “enables managers to improve customer retention and profitability.”

The theme? The tie between customer retention and financial performance. Some of these organizations are creating structures to support customer retention like a “Retention Team” that identifies high-priority at-risk clients and works to retain them. Other organizations are launching incentives with staff and customers alike that promote retention. Still other organizations are implementing what CSS calls a “Customer Relationship Development” strategy to learn customer retention drivers and retain/grow the customer base.

What all these organizations know is that there needs to be a focus and structure around customer retention. When you ask most organizations what they do to retain customers, they point to having a good experience during the sale or having a call center to handle complaints, but both of these are reactive and transactional.

What is your organization doing that is more proactive and relationship-oriented? Do you have a criteria for identifying at-risk clients or customer types? Do you have a proactive method of communicating with customers even when a transaction is not occurring? Is that method personalized and direct? And what is the organization doing to create the supporting staffing structures and incentive plans that promote an organizational alignment tying Mission, Vision, and Financial Performance to Customer Retention efforts?

Challenge your organization and its leadership to make the changes necessary to succeed in retention and growth.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


Who is Your Retention Director?

Posted on November 2, 2010 in Business Advice, Education Please leave a comment

Lamar University was just nominated for an award by the State of Texas. In the article titled “Mentoring program selected as finalist for Texas Higher Education Award” (http://www.lamar.edu/newsevents/news/207_8985.htm), Lamar’s African-American Male Professional Connections Mentoring Program is in the running for the prestigious award.

There are two especially interesting points in the article. First, the person interviewed from Lamar references how the sense of community on-campus (while the individual is a student) helps to lead to long-term involvement of alums post-graduation. So that sense of community is a huge driver of retention.

Second – and equally as compelling – is a point only referenced once in the article but which is key to any successful retention program. The individual from Lamar who was interviewed is the “Interim Associate Provost for Student Retention.” That’s right, his title puts him in charge of retention.

Think about all the initiatives that organizations have underway to improve the customer experience, or to retain students, to renew season ticket holders, or to enhance customer service. The ultimate goal of each is client retention and growth. But who is truly accountable in your organization for client retention and growth? Is it a committee, a team, a group…anybody?

By having someone with the title, an accountability structure is put in place, priorities are set, resources are dedicated, time is allotted. In other words, this University must be serious.

Make sure your organization is serious about retention. Make sure you have a designated team or person who is your Mr. or Ms. Retention.

Interested in improving your company’s customer service? See more information at: http://www.cssamerica.com/

Check out our new customer service book at http://www.amigreatat.com/


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