toolkit | Customer Service Solutions, Inc.

Be Proactive without being Pushy - 9/20/22


Delivering great customer service isn’t just about responding and reacting.  It’s also about being proactive.  Developing relationships involves reaching out first, not just extending our hand when somebody reaches out to us. But it’s all too clear that those of us who are in service roles prefer those roles to Read more

Be Kind to Yourself When the Customer Isn’t - 9/13/22


I was having a debrief call with one of my clients recently, and this was regarding a survey of employees who work events.  One of the survey questions asked employees for advice on how to improve the customer experience.  When the employees shared their input on the guest experience, Read more

Being the Emphatic Employee - 9/6/22


Empathy is the key quality of somebody who’s great at customer service.  We talk about it often - what it is, how to convey it, what it looks like, and how it makes the customer feel. But along with knowing how to be empathetic, we also need to know how Read more

The Good, the Really Good, and the Ugly of Customer Service - 8/30/22


Here are three helpful customer service stories.  They may not be from your specific industry, but it’s always good to learn from others. The Good… Paula submitted a ticket to the I.T. vendor.  Below the signature line in the reply she received was the following:  Please share your comments or needs Read more

A Great 2-Minute E-mail - 8/23/22


I know.  You probably get e-mails all the time from customers griping about some aspect of your organization or their experience.  You’ve got too much to do and too little time to do it.  I could not begin to tell you how many times I’ve been told by staff Read more

When They Want to Talk to Your Boss - 8/16/22


“I want to talk to your supervisor.” That’s their opening salvo.  Before you can hardly finish your greeting, the customer is asking for your boss.  This is done by a customer who has tried to get an issue resolved, and it hasn’t worked, so they want to go to somebody Read more

When Passive Voice is a Good Thing - 8/9/22


It’s all your fault, Mr. Customer! We may want to shout it from the rooftops, but other than venting and absolving ourselves of guilt, this wouldn’t help much in the grand scheme of things. We have a customer sitting in front of us or on the phone, and maybe they are Read more

They’re Stressed, So You Can… - 8/2/22


Wow!  That customer looks stressed!  Maybe it’s their body language or their expressions; they could be fidgety or talking really fast. In the past, when we offered guidance in these situations, we focused on how to navigate the conversation step-by-step - what points to cover and what points to avoid. But Read more

Find the Hidden Compliment - 7/26/22


The fact is, they ARE complaining:  The room is too cold.  The wait is too long.  They wish the parking spaces were bigger.  The new app doesn’t have a mapping function.  They cannot pay with their phone.  The website is unclear. In these types of complaints, the ones that are Read more

When You Know More Than They Do - 7/19/22


It was 95 degrees outside.  That’s not too bad when you’re inside and enjoying the air conditioning; but when Rachel’s A/C went out, in came Rachel’s worry.  Luckily, she knew the company to call, and a technician from Acme HVAC (fake name, real company) came out the next morning. Rachel 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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