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Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

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

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Determine Who is Retainable

Posted on August 8, 2012 in Business Advice, Government, Sports Please leave a comment

I was reading this article on How to Project Customer Retention for a Subscription Business, and it reminded me of a project we worked on about 10-12 years ago for a local Chamber of Commerce.

Essentially, the Chamber was disappointed in their retention rate, and they wanted to improve it, and they had very aggressive goals. So aggressive were the goals that we started questioning whether the goals were based in reality or whether they were the proverbial BHAG (Big Hairy Audacious Goal) that some executive pulled from thin air. The goal was a BHAG, and once that was determined, we proceeded to get the client focused on what percentage of members are truly retainable.

We’ve used this same approach in helping pro sports teams target a renewal rate, and we created a Retainable Rating system for helping Economic Development organizations prioritize their Touch Point Plans through their Business Retention & Expansion programs. In other words, understanding what percentage of customers/members/businesses are NOT retainable as well as who is more retainable than others helps in prioritization of retention efforts. It helps in work allocation. It helps in goal-setting.

There are 3 core ways to determine retainability (which are best used in conjunction with each other):

– Conduct research with existing customers/members/businesses and ask retention-focused questions.

– Review history in your own databases, comparing characteristics of past customers/members/businesses lost v. those retained and applying that data to existing clients.

– Talk to the employees and account representatives who best know those customers/members/businesses.

Add some realism to your retention goals. Add some prioritization and focus to your strategies. Add some reasonableness to what you expect of staff in managing relationships and retaining business.

Determine who is retainable.

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


Of Napoleon and University Retention…

Posted on April 25, 2012 in Business Advice, Education Please leave a comment

Apparently Napoleon and today’s higher education system have something in common…really.

According to Associate Provost for Curriculum Gregory Heileman from the University of New Mexico in the article ASUNM talks retention rates, “Student retention and graduation rates are similar to Napoleon’s march from Paris to Moscow in 1812. It started out with 400,000 soldiers but ended with only 10,000 soldiers.”

The point is – many students come in, but comparatively few graduate. Based on enrollment data from 2005-11, only 45% of students who had first enrolled in 2005 had graduated by 2011.

To resolve this, UNM plans to modify courses that have high failure rates to enable all students to “choose the pace of the course.” This teeters on the brink of lowering standards (or at least expectations) to make sure people keep moving through the system, but UNM assures that they “won’t let you move forward without knowing a concept.”

What else is interesting in the article is that the #1 cause of student loss if the cost of the education, but the main tactic being employed to address this is offering more extended pay plans.

It seems like UNM has decided not to focus on ways to build value but is instead trying to remove the near-term causes of pain (i.e., failing a class or having a higher short-term tuition payment). While these might concepts work to a point, they primarily support the philosophy of making things easier for the student as opposed to making the experience better or facilitating the student’s academic growth.

So let’s broaden this topic to ask a key question – What would you do if your customers were leaving because of an issue with a product or because of the product’s cost?

Would you look to build value or just extend payment terms? Would you look to make the experience better for the customer or remove their hassles? These are tough questions because a university which understands its role fully realizes it needs to grow the person (their willingness to take on challenges, be responsible, and hold themselves accountable) as it helps to build the student’s knowledge and abilities. Most other businesses aren’t trying to effect core changes in the makeup of their customers – such as making them more responsible or accountable.

So this is the approach that UNM is taking. What do you think of it?

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

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


The Higher Ed Student Retention Strategy – The Upfront Approach

Posted on March 22, 2012 in Business Advice, Education Please leave a comment

If more students stay for four years, then more will graduate. Hmmm. It’s so simple…it’s brilliant!!

But there’s one problem – how do you get students to stay?

In the article Better student retention will help graduation rate, it’s noted how Oklahoma University’s President, David Boren, is trying to increase its graduation rate by increasing year-to-year retention of students – particularly from the Freshman to Sophomore year when the greatest loss occurs.

While this is a smart strategy, the meat of any strategy is based on understanding the true root causes of student loss. So here are four items to determine if you want to get at the causes of student loss and the strategies for retention:

  • Determine if you’re accepting the right students for your college/university. Review characteristics (financial, demographic and otherwise) of past students who have graduated and note differences from those who did not graduate. Make sure you’re accepting those with profiles that tend toward graduation.
  • Determine students’ technical/educational preparedness for success. Understand the cognitive/educational/learning skills vital for success so that a plan can be developed upfront to address any barriers to success.
  • Determine students’ personal/social preparedness for success. Learn about the social “baseline” of incoming students to ensure that – where a plan or resources are needed – students are helped to assimilate into the college culture.
  • Determine students’ expectations of the experience. Ask what they expect, manage unrealistic expectations upfront, and create plans that enable students to have the best chance of getting those expectations met.

Gauge each student’s likelihood for success, so that their time and yours are well-spent on their collegiate journey.

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


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