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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

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

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

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Sport Some Customer Perks – 11/14/23

Posted on November 14, 2023 in Customer Service Tip of the Week Please leave a comment

Of all the industries we work with, the one that talks most about providing perks and benefits to its customers is pro sports.  We’ve worked with NASCAR, MLS, the NBA, and a little bit with the NFL and the NHL.

And most of the teams or organizations will provide their season ticket holders, their account holders with perks. They’re doing this to help the fans feel special but also to engender some loyalty.  Loyalty leads to retention and growth, and, therefore, the strategy is to provide perks to help drive long-term revenue.

If your organization is in healthcare or local government, if you’re in finance, education, manufacturing, retail, or some other key industry, there are still lessons to be learned from these sports perks.  Here are some examples.

Sports clubs offer dedicated client service representatives to their account holders. Your organization could have a dedicated account rep for your customers, as well.  Why tell the customer to call the toll-free number when they could call Janie instead?

Teams provide online account management for dedicated fans. Your organization could have a web portal (or sections of your website) dedicated only to your key customers.  Premium access for your premium people!

Clubs have phone numbers for certain categories of account holders, prioritizing those calls.  Could your company fast-track some process for your key clients?

Sports organizations allow free access to forward tickets to families and friends.  You could provide free access to online webinars or other resources that may be valuable to your customers.

The clubs will offer single game tickets to season ticket holders before releasing them to the general public.  When your organization launches a new service at your facility, you could provide an open house or first access to your longer-term clients.

Clubs offer complimentary tickets for some away games. Your organization could partner with local businesses to provide complimentary products to the customers.

Teams provide invitations to exclusive events.  You could set aside a certain number of seats to grand openings or holiday events just for some key customers.

Perks and benefits can be useful tools in building loyalty and relationships.  Use these examples from sports, and determine how to best apply them to your business to deepen relationships, retention, and revenue.

Sport Some Customer Perks.

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Find Their Future Motivators – 10/17/23

Posted on October 17, 2023 in Customer Service Tip of the Week Please leave a comment

We’ve provided fan experience and customer retention consulting in professional sports for a couple decades now.  One of our professional basketball clients was the Miami Heat.  We were working with them just a year or so after they had acquired superstar Shaquille O’Neal.  When they signed him, ticket sales went through the roof. That often happens in pro sports – where the superstar will immediately drive higher revenue and attendance.

One of the recommendations we made to the team was to make sure they were honing in on those people who bought season tickets right after O’Neal was signed, developing relationships with them, and trying to uncover what else would motivate them to stay.  The main point I was making was that O’Neal was not going to be on the team forever, and you don’t want what motivated the season ticket holders to buy tickets (his presence on the team) to be the only reason that they stay as season ticket holders.

You don’t want them to leave immediately after he leaves.

That’s the case with many of our customers.  What motivated them to initially engage our business may not be what motivates them to stay, and oftentimes it shouldn’t be what motivates them to stay.  If a discount or a 1-time feature or benefit is the initial hook, that motivation is fleeting, and we don’t want the customer to flee when that motivation is gone.

One of the key drivers of retention is obviously what brought the customer to your business, but uncover other reasons for them being there.  Ensure that you find out what’s most important to the customer about their engagement with your business, because those reasons, as well, are retention drivers.

Even beyond the reason you acquire their business, make sure you uncover the other reasons why customers stay with you.

Find Their Future Motivators.

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Why a Home Run Swing Whiffs – 4/18/23

Posted on April 18, 2023 in Customer Service Tip of the Week Please leave a comment

ACME Tree Service showed up at Nancy’s house to provide an estimate for trimming some trees.  The sales consultant looked at the trees and their proximity to the house, and he quickly wrote up a bid.  Heavy trimming on 9 trees.  Heavy price tag.  It was a quick conversation resulting in sticker shock for Nancy.

AAA Trees showed up a little later, and their sales consultant looked at the same situation and the same trees. They asked several questions about the customer’s needs and concerns, their goals and what timing was preferred.  The estimate addressed some precision-trimming on 4 trees, focusing on key limbs that had the greatest needs or issues. The estimate was lower, the conversation was a little longer, but AAA Trees got the business.

As it’s been said, it’s better to have a little bit of something than a whole lot of nothing.  AAA got something out of the meeting.  Nancy got a plan for exactly what she wanted and needed.

ACME went for the home run, and they whiffed – swing and a miss!

AAA went for a Win-Win.  They wanted to find out precisely what the customer wanted/needed, and they provided a plan to address that need.  In customer service, there are lessons to be learned…

Sometimes it’s better to spend a little extra time with your customer, asking enough questions so you can give a more precise answer.  Your solution could be a better fit for the customer’s needs.

Customers are often more satisfied if you paint a picture of precisely what needs to be done and how the action addresses needs.

Finally, you can save yourself time and effort on the backend, if you spend a little more time truly getting to know the customer on the front-end.

Avoid always swinging for the fences.  A few questions and a little patience can lead to frequent singles and doubles.

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