toolkit | Customer Service Solutions, Inc.

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

Create a Custom Retention Toolkit

Posted on 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/

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