The six steps

Six steps to turn a dissatisfied customer in to a satisfied customer
Step 1: Listen

  • Listen to the customer - don’t get defensive, argue or deny anything
  • Write down all key points
  • Clarify key points by asking questions at the end of the customer’s statements
  • Try to understand why the customer is upset and control your own behaviour by not fighting back.
  • If a customer’s tirade goes on too long, ask ‘may I summarise what I understand to be the problem, then we can try to sort it out, ok?

Step 2: Empathise

  • Thank the customer for giving you an opportunity to put things right
  • Express empathy with the customer’s situation
  • Say something like "that must have been frustrating for you"
  • "I can understand why you're angry"
  • Reassure the customer that something will be done
  • Apologise for the problem
  • This all calms the customer down

Step 3: Gather information

  • Ask questions to understand the problem from the customer’s position
  • Allow the customer to calm down, they may revise their information. Some people exaggerate when they are upset
  • Get as much information as possible

Step 4: Involve the customer
Find out what the customer wants:

  • Sometimes this may be obvious, sometimes not
  • Ask the customer what they want to happen
  • Confirm your understanding of what they want
  • Explain what you can do and take action right away If you cant, follow our advice for referring complaints

Step 5: Action plan

  • Discuss alternatives and explain benefits and drawbacks
  • Agree on a course of action. Be specific
  • Make sure the customer knows who will do what and when
  • Make sure the customer knows what they have to do
  • Take action immediately and keep your promises

Step 6: Follow up

    Follow up the complaint if you can
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