toolkit | Customer Service Solutions, Inc.

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to 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.

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