The six-step call

UNDERSTAND

Ask one question at a time. Start with the buyer's present process. Then find the cost, delay, risk, or frustration inside it. Use the buyer's words when you confirm what you heard.

The standard

What this step must do

Ask one question at a time. Start with the buyer's present process. Then find the cost, delay, risk, or frustration inside it. Use the buyer's words when you confirm what you heard.

What good sounds like

Clear, useful language

“What happens now when a customer calls while everyone is on a job?”

“You said the return call often waits until evening. What does that delay change for the customer?”

What bad sounds like

Language to stop and retry

“You miss calls and lose jobs because nobody answers, right?”

“How do calls, estimates, scheduling, follow-up, and payments work?”

Buyer drill

Practise with Adam and Eve

Eve first says that the current process works fine. Ask one question at a time until you can state the process and its effect in her words.

No real customer is ever contacted during practice.

Reflection

Use evidence from the drill

Which question found a fact that you did not have at the start? Quote the answer without adding your own conclusion.

The learning circle

Begin · Evaluate · Learn · Practice · Certify · Perform · Improve · Lead