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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

When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

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Why Your Customers Would Leave – 5/30/17

Posted on May 30, 2017 in Customer Service Tip of the Week Please leave a comment


We’ve written several TOWs over the years on Client Relationship Development, Touch Point Planning, and Retention & Growth strategies, and all – in some way, shape, or form – address Retention Drivers. We’ve offered many examples of Retention Drivers for particular industries like Sports, but let’s discuss how you determine the specific Retention Drivers for your business.

Why do customers stay with your company…and why would they leave?

Here are several questions to consider in order to uncover your customers’ unique retention drivers:

  • Why did they buy from your business in the first place, and is that part of the reason why they would buy again?
  • What aspects of their experience in working with your business have a significant impact on their decision to buy again?
  • What is it about the brand or reputation of your company that resonates most with them – and makes them want to be affiliated with you as a customer?
  • How much do they value having strong customer service and account relationships with your organization and your people?
  • How do they define “value,” and how important is value in their decision to return?
  • What is the most important factor in determining their willingness to return, and how do they perceive that your organization performs in that factor versus competitors?

Note that most of these questions focus on what’s MOST IMPORTANT to them and what actually drives decision-making. Keep in mind that many people will say that Price or Convenience or Customer Service or Speed of Delivery is important to them, but what actually causes them to choose Company A v. B?

Also note that these questions force us not to make assumptions. For example, don’t assume that the reason they bought first is why they continue to buy. Don’t assume that how you define your company’s competitive advantage matches how your customer perceives your business v. competitors.

Ask yourselves these questions (better yet, ask your customers), and learn their unique Retention Drivers.

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Share a Story of Success – 4/18/17

Posted on April 18, 2017 in Customer Service Tip of the Week Please leave a comment


Rebecca was continuing through the cycle of life, and she was at the stage as a mom where her teenager was looking at colleges. Have you ever been with a teenager on a college tour? Rebecca had not, but after going on 3-4 with her child, there was one aspect that was especially interesting.

After a 20-30 minute slide presentation from an Admissions counselor at the college, the prospective students and their families were broken up into groups for a tour of campus.

Rebecca noticed that the groups she and her teenager were in (like the other groups) were led by current students. These students were typically managing 12-20 high schoolers and their parents, navigating throughout the campus – in and out of buildings – and talking the whole time. These tour guides seemed exceptionally knowledgeable, answered questions comfortably, were high-energy, and had the amazing ability to walk backwards for 60 minutes straight while describing the campus…without falling down – AMAZING!

While these college students were amazing in their tour guide capabilities, they also had one other subtle positive characteristic. Rebecca noticed that she began envisioning the guides as the students that her child would attend college with, be friends with, and be surrounded by during her college years. These were students that she and her child could relate to, and that made the comfort with as well as the confidence in the college grow.

So how does this relate to customer service?

Oftentimes our customers are like the uncertain parent or the indecisive high schooler – there’s not great confidence or comfort. Maybe there’s a little anxiety or uncertainty.

We often respond to that uncertainty by describing next steps or focusing on providing the soothing tone of voice – these are all good things. But here’s the lesson from the college tours.

Also address those emotions of uncertainty, lack of comfort, and anxiety by painting a picture for the customer of other customers similar to them who had success.

“I was working with another new client last week on a similar issue, and this is what we did to resolve things.”

“We’ve had other patients who were dealing with a similar concern, and our doctors and nurses were great at diagnosing the true issue so that we were able to help them feel better.”

“One of our other season ticket holders last year made a similar request, and we were able to find an option that worked for them, so I’m confident we’ll be able to help you.”

Use these examples to see how to paint that picture for customers that puts them in a place where a vision of their success is more clear.

To build the customer’s confidence, share a story of success about a similar customer.

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Visualize Your Way to Success – 3/21/17

Posted on March 21, 2017 in Customer Service Tip of the Week Please leave a comment


Brandon was having a bad day. Well – technically it was not THAT bad. After all, the worst day spent golfing is better than the best day spent working, or so goes the old saying.

But Brandon could not hit anything well. His shots from the tee were okay, but whenever he put a short iron in his hand, he’d hit it fat. For those of you who aren’t golfers, that means that he would take a swing, and the ball would go only a few yards because he would dig a large chunk of earth out in the process – a half-foot long, 2 inch deep divot would go flying through the air.

It was late in the round, and on #15 Brandon hit his best drive of the day. He was only 100 yards from the hole – a chance for a birdie! Well, that’s what a normal person would visualize. But Brandon saw the small pond just in front of the green. So he took his wedge out of the bag for the short shot, got an extra ball out of his bag, and walked over to his ball to hit.

He got out the extra ball because all he could think about was hitting another fat shot, and he visualized the shot landing in the water. So – of course – he visualized having to hit another shot with the second ball.

What happened? Brandon hit a fat shot; the ball plunked right into the water; Brandon dropped the second ball, and he put the next shot right on the green.

With his first shot, Brandon had visualized failure, and failure ensued.

Many times in the world of customer service, we’re reacting and responding – we don’t know what we’re about to deal with, and it’s hard to have time to visualize. But often, we DO have time to visualize. We do have time to see how we want the conversation to flow, how we want the tone to be, how we want it to end positively.

In life, and golf, and customer service – we can visualize success or visualize failure – and whatever we visualize has a greater chance of happening.

Choose to visualize success.

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