It’s easy to get impatient with these customers because they’re taking up more of your time than normal. It’s easy to get frustrated because they’re firing question after question at you, and you have TONS of other work to do, so many other customers to serve.
What’s going on?
You’re dealing with the Process Customer. They want details. They want realistic expectations. They want the treasure map to their desired pot of gold.
To deal with these customers most effectively, consider them to be like a Treasure Hunter. They want the map. They want the clues. They want to know the potential pitfalls to avoid and the clearest path to take. It’s all about getting to the treasure, and they don’t want you to tell them just the next step. They want the map – with all its clues and paths and steps detailed.
Handle them this way. Tell them your understanding of their goal. Note the next steps, who will do what and by when. Give them a (process) map or a checklist of ALL the steps. Then confirm they understand the plan before you wrap up the conversation.
With these Treasure Hunters, you also have to be conscientious about telling them when steps have been accomplished, when action has occurred, when roadblocks have been encountered and overcome – in other words, be proactive with status updates.
So why are we handling these Treasure Hunters in this manner? Because the more you build their expectations with clarity and the more you build their comfort, then the more you’ll build their confidence.
And the more clear, comfortable, and confident they are, the less they’ll be contacting you and your co-workers repeatedly for updates, with questions, and with concerns.
When encountering a Process Customer, treat them like a Treasure Hunter.