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1. Check with customer that all needs have been met
2. Ask tough questions about your customer’s challenges
3. Demonstrate active listening skills by asking appropriate questions, playing back your understanding and providing relevant information in response
Company Name Action Alert May 7, 2014
Joe Smith is a customer who sees an opportunity to improve understanding of his needs
Contact Joe Smith to thank him for hisfeedback and discuss improvement area
Opportunity Details How strongly do you agree or disagree that your representative demonstrates understanding and respect for you as a customer?
Suggested Actions
Identifies areas of the relationship where there
is opportunity for improvement
Presents best practices for addressing
opportunity areas
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