12 Most Effective Questions for Customers
It’s a tough thing to go looking for feedback. You have to dig in, ask your ego to go out to lunch, and be prepared to find out hard truths about your business and (Gasp!) yourself.
Questions are great, but it’s easy to ask questions that lead the witness. “Are you satisfied” is a lame customer question. What does it tell you if they are? What if they aren’t? What action can you take with that information?
So I’ve come up with my 12 Most Effective Questions for Customers and Clients (that lead to action):
1. If a client raves: Great job! Ask: “What specific items or actions pleased you the most?”
I was once blown away by the answer of “I love the way you communicate about the big picture.” This was not what I had focused on or even thought worked. I thought it was all about the details, but this answer enlightened me in ways I was able to build on and expand for future projects.
2. If a customer seems “satisfied” but not enthused, ask: “What should we add to our service or products?”
Many times, we humans don’t know what we want. Asking “what would make you satisfied?” really leads to a lot of “um” and “I don’t know” replies. What should we add forces us to think about what’s missing.
3. If a client threatens to walk away, but you think it’s a threat, ask: “What should change today to keep you as a loyal customer?”
Do not ask “What can we do to keep you?” It’s generic. We’ve heard it before. Asking what should change today empowers the customer to tell you exactly what’s on his or her mind. I once heard the real frustration was with billing. This is easily solved, plus we did change it THAT DAY. That is powerful.
4. If a customer has left you for a competitor, follow up a few weeks or months later and ask: “How is it going? Can you share what’s working better?”
Your goal here is not about THIS sale. Don’t make it about winning them back. Make it about learning for the future.
5. If a new customer raves about your first project or comes back to your store to rave about the first interaction or product, ask: “Can you think of others who I should talk to? We build our business on referrals.”
In the beginning, when the relationship still has that new relationship smell, is the BEST time to ask for referrals. Invite customers into the process.
6. If a customer happily pays their bills, interacts just as they should, and overall seems pleasantly loyal, ask: “Can I invite you to be on our customer advisory board?”
The best customers are often the ones who are easy to ignore. They are not the squeaky wheels or the biggest cheerleaders, but they support your business every day. Ask them to participate in an ongoing conversation about your business for the reward of getting more of what they love. (There are lots of ways to do this – with or without more incentives – that depend on the type of business, etc.) Help them feel important and needed.
7. If you’re testing a web site, don’t ask: “What would you think when you get to this page?” Ask: “How would you pay a bill?”
Honestly, it’s still not perfect. My beef with usability testing in general is how it takes a totally amorphous process and tries to make it linear. We are messy online. We have 57 tabs open and hop between tasks and email and phone calls. We don’t read huge explanations. And bottom line is that your customers don’t care about your company’s online presence. They care about what your service or product does for them. Make it easy.
8. If your client expresses frustration with how things are going, ask: “What would make it easier? Name anything.”
Help your client remove the limitations and consider ways to help you help them. Often, we sit in frustration because we assume things can’t change. We assume that’s how it works. If we lift those restrictions on our thinking, we can see how things COULD be, which is liberating and empowering.
9. Reward your best employees. Ask customers: “Who serves you best here?”
If there is a stand-out relationship that helps your customers stay loyal, this is a great way to find out. Bonus tip: If the customer answers with just a name and no more information, that means this person is best of the “just ok.” If the answer includes sincere superlatives, details about WHY this person is great, or requests for you to “hire another” like him or her, that tells you this person is a great asset. Study what your star offers to customers and replicate as much as you can. Don’t forget to reward your star for a job well done!
10. At any point, ask specific questions about process. Ask: “What can we do to improve the billing process?” or “What should we do to make signing up easier?”
Specific questions help us think in a focused way. These questions will lead to a lot of information you won’t be able to gather with “what can we do to improve?”
11. If you have a storefront or a front desk, ask: “How were you greeted today? Were you offered help/water/instructions?”
As I’ve mentioned before, the reception we get as business owners is typically different than what our employees and customers get. Ask about it and see what sort of response you get. “She was great” or “Toni helped me pick out something” is very different than “it was fine.” Read between the lines.
12. Finally, ask this one early, often and repeatedly: “Are you getting everything you need from me?”
Give your clients, customers (and as a bonus, your employees) the room to say when things are not perfect. Not only that, but it allows you to say “I’m sorry” or “Thank you for telling me” in a way that’s not too late.
I like to say “Question Everything & Everyone!” It’s a way to get the truth when you may not know what truth you need to hear. People, in general, are nice. We like to please others and don’t always want to share honest feedback. Look for as many ways as you can to open that door. You’ll learn amazing things as long as you keep listening!
What questions have you used that provided the most thoughtful responses? I’d love to hear.
Featured image courtesy of Miss Chien licensed via creative commons.
This was a wonderful piece. I love, love, love the specific verbiage. Many of my students work retail or in some sort of customer service role. They can become superstars of their positions by using these phrases. I'm going to share this right now and also share in my Comm classes. Ellen Bremen, M.A. @chattyprof http://chattyprof.blogspot.com
chattyprof thank you, Ellen! Here's to future superstars!
i love this jeannie and love you! GREAT info thanks! sending to all my BO friends and managers! xo
JessicaNorthey Love you back, Jessica!
#9 - Life Lesson Jeannie - reward those that are best serving your customers. No better way to know that than to ask them right?
Well done as usual :)
danielnewmanUV Thanks, Dan. It's a lesson most of us running things need to hear again and again. It's easy to get sucked into the daily to-do's and lose sight of it. :)
Fantastic questions. Working at Livefyre has changed my entire attitude towards customer service -- I wish I'd known some of these things at my high school job! I know I would be pleasantly surprised if someone asked me these questions upfront -- just another sign I should use them more often. Thanks!
annedreshfield Great point about using these questions as a way to surprise and delight - which in turn creates loyalty. Thank you for chiming in. I have watched Livefyre respond directly to questions or comments - there is definitely a culture of authentic service there. Well done!
jeanniecw Thanks Jeannie, that means a lot! We try. :)
Like your #8
A lot of great questions and for us it has to be building (and managing) expectations up front before anything starts. You have to be very clear and precise on the exact deliverables. Even though not every single consequence can be predicted but we believe we can get to most (important issues) before any work is started. As you have pointed out, you try to paint a picture of what the outcome will look like and get the client to visualize it. Educate them up front (as much as possible).
Those tough "future" questions would not be happening and instead of being defensive you can say remember we talked about this in the project diagnostic part? Being more proactive.
Classic example from the money management world.
They talk about risk tolerance with clients. What risk are you comfortable taking in the market? They are shown some models and numbers, client picks one. 1 year later when the market tanks 30% (and so does clients money) the financial advisor has to be in a defensive position coming up with things like: its the market, its a long term game and you have to patient and we can wait it out. The problem should have been addressed up front. Well how would you feel if you lose 30% of your money would have been a great question back 1 year ago? Response: Not very good. Well maybe we should talk more about this to see exactly at what point would make you feel comfortable? Paint the picture, write it on a piece of paper. There are several options.
Great post!
wadvisor Thanks, Amir, you bring up an excellent point. One that makes me think of ANOTHER post. Thanks for bringing your insights here! Stay tuned!
jeanniecw I have a bunch of these in my head :)
Jeannie
I love your questions. Funny thing is as many times we read and say to ourselves, well DUH...the big question is "when was the last time we actually ASKED them?"
I just talked to prospect about this last week. Gonna give him this blog post so he can have his own list to play with now.
prosperitygal Thank, Michele! This is like a muscle we forget to use. It's right there - we just have to do it! Please circle back with what happened with the prospect!









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