retention | Customer Service Solutions, Inc. - Page 7

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

Reach Out More for COVID-19 Customer Retention

Posted on in Business Advice Please leave a comment

Ever since the Coronavirus pandemic became a reality for individuals, their communities, and their countries, it became clear that people were going to be hurting…that lives were going to be changing…that the realities of the past were going to be very different from the current and near-term future realities.

When Our Customers Can’t…

Oftentimes when individuals are going through change or they’re hurting, they have a limited reservoir to pull from for others.  Our customers have less energy or resources or money or time to give, so energy and resources and money and time are part of what they need.

When customers can’t give enough, it’s frustrating for them to be asked to give more.  So, from a customer service and retention perspective, or even a marketing perspective, move to view today through the eyes of your customer even more.

They don’t want the sales pitches as often.  They don’t want the target marketing as frequently.  But that doesn’t mean you can’t have touch points with customers.  That doesn’t mean you cannot reach out to customers.

In fact, we think you should reach out to them even a little bit more because your customers have needs beyond your product or your service.  They have more personal needs for their health or their well-being or their experience of enjoying life simply as a human being.

…What We Can

Consider reaching out to customers a little bit more, but – much more importantly – reach out to them a little bit differently.  Understand their world – their issues, needs, and goals – and determine what you could provide to them to help address those issues, needs, and goals.

For example, is there some information they don’t have access to that you could provide?  Are there some complex issues that you could address for them with simplicity?  Is there information or knowledge that is difficult to acquire, and you can create a 1-pager or a graphic or a simple link that they could click on to easily get the information they need?

Is there something they need in the near-term that you can provide in the near-term?  Keep in mind that customer retention is based on the business premise that we want to maximize lifetime value of each client to our organization.  So, these short-term and highly customer-focused touch points are being done to maintain and deepen the relationship for the long-term.

In other words, to maximize customer retention, you need to have a long-term focus.

The trees that live longest generally can weather the storms better if they have deeper roots.  Plant the seeds of customer retention today by reaching out a little bit more with a lot of extra value in the information you provide to your customers.


Increase Research for Improved Customer Relations During COVID-19

Posted on in Business Advice Please leave a comment

What makes a relationship? Many actions can make or break a relationship, but all solid relationships require at least two things: Communication and Caring. And customer relationships are no different in this respect.

No Communication = No Connection

If we don’t have some frequency of dialogue with the customer, then we not only are not top-of-mind, but we’re not even “bottom-of-mind.” We are not in the mind. They don’t think of us, they don’t consider us because the relationship has gone stale.

Now caring is in the eye of the beholder. How one person defines whether they are cared for by the other may differ from individual to individual. But if we put things in the context of the customer relationship, there are some more consistent realities. Communicating with the customer just to sell isn’t relationship-building. A lack of communication isn’t relationship-building.

What Caring for the Customer Requires

Caring requires that people feel like they’re viewed as an individual – that we value them. It requires that we usually listen more than talk. It means that we try to understand their issues, needs, and goals, and – if they want more than the listening ear – we address those issues, needs, and goals.

So much of what I just described suggests that we can – and MUST – improve customer relations through research, and CSS is conducting a great deal of research in this COVID-19 environment because our clients understand this truth.

Customer research done correctly involves a company asking a customer a question. It involves the company seeking information from the customer, ultimately for the customer. Sometimes, well-designed research instruments convey caring for the customer and valuing of the customer just by how the tools are worded and what questions are asked.

Design with the Customer in Mind

What do you need to know about the customer to help them? What do you need to learn about them to best serve them? How do you identify their priorities, their issues, their concerns, their perceptions, their preferences? And how do you construct these questions in such a way that you convey that you care? We’re talking about research, and we’re not necessarily saying it’s purely web-based surveys. This can include one-on-one interviews, phone follow-up from account representatives, or check-in calls from staff. This could include informal e-mail requests, or it could include facilitated ZOOM focus groups.

Whatever it is, do enough of it to know enough about as many of your customers as possible to help them. If you professionally design with the conveying that you care in mind, you will improve customer relations.


A Hair-Cut Above…and Below – 2/11/20

Posted on in Customer Service Tip of the Week Please leave a comment

After going to the same barber for more than a decade, I decided to leave.  The customer experience went down, and the price went up.  For my last several visits, I was the one who was driving the conversations – when I could get a word in edgewise between my barber’s preferred banter with his co-workers.  The cuts were becoming less consistent, and his price kept inching up; the last price increase was just for his customers – they weren’t changing the posted pricing or the pricing of the other hair stylists, so that was equally confusing and troubling.

So it’s the 21st Century, right?  Therefore, I decided to try one of the more modern shops where you sign-in online.  Four times I went to the new shop, I had 4 different stylists with 4 different approaches to how to cut the hair.  The experience (other than signing in the same way, going to the same facility, and paying the same way) was different each time.  Each stylist had their own style of engagement (or lack of engagement), and the inconsistency in quality and connection was too much.  I decided to leave.

Enter Shop #3.  On my first visit, they asked me questions about my style preferences and about me in general; they took some notes, described the process of working with them, and did what they said they’d do.  The stylist had a great attitude, and overall it was a good experience.

I went back a second time; the notes from the first cut were there – the stylist confirmed the information, and I had an equally good experience and a very similar approach to the cut.

There are several little nuggets to mine from this story.  Here are just a few…

Don’t drop the quality and hike the price.  Inconsistency leads to customer loss.  The process can be the same, but the experience can be totally different.  Make the customer feel more important than your co-worker.  Don’t make your customer drive the conversation.  If the customer tells you something, don’t make them repeat it next time – just confirm whether the circumstances are the same.

Make sure your customer experience is consistently a cut-above!

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