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Keep a great example for the next colleague
Find a useful moment and share it in the team’s learning collection.
See how it’s done.
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- Open Conversations
A good customer moment can help the next colleague. Open Conversations to save the exchange where Alex finds out what the pricing concern really means.
- Find the customer call
Find the customer call with the pricing discussion. The useful moment is Alex checking the concern before offering an answer. Open the conversation.
- Hear the concern being clarified
Alex asks whether the concern is price or unpredictable cost. Anna says she needs to know what to budget for. Create a snippet from the speaker timeline.
- Keep the question and answer
Keep the question and the answer together. Set the start just before Alex asks the question. Set the end after Anna explains that she needs predictable monthly costs.
- Name the skill and save
Give the snippet a title that explains the skill: clarify the concern before answering. Add a short description, then save the snippet for learning.
- Find the snippet in Academy
The snippet is saved, with the customer’s answer included. Open Academy to find the example and share it with the colleague who can use it.
- Review the saved example
Here is the saved thirty-four-second example. Its title and description explain what to listen for. Share the snippet so Elin can practise the same approach.
- Share with a colleague
Choose Elin as the colleague to share this example with. Share it so she can hear the original exchange before her next customer conversation.
- Turn a good moment into a useful habit
Elin has a short example and a useful habit to practise: clarify the concern before offering a solution. One good conversation can now help improve the next one.
Read the walkthrough
Illustrative product walkthrough using example conversations.
- A good customer moment can help the next colleague. Open Conversations to save the exchange where Alex finds out what the pricing concern really means.
- Find the customer call with the pricing discussion. The useful moment is Alex checking the concern before offering an answer. Open the conversation.
- Alex asks whether the concern is price or unpredictable cost. Anna says she needs to know what to budget for. Create a snippet from the speaker timeline.
- Keep the question and the answer together. Set the start just before Alex asks the question. Set the end after Anna explains that she needs predictable monthly costs.
- Give the snippet a title that explains the skill: clarify the concern before answering. Add a short description, then save the snippet for learning.
- The snippet is saved, with the customer’s answer included. Open Academy to find the example and share it with the colleague who can use it.
- Here is the saved thirty-four-second example. Its title and description explain what to listen for. Share the snippet so Elin can practise the same approach.
- Choose Elin as the colleague to share this example with. Share it so she can hear the original exchange before her next customer conversation.
- Elin has a short example and a useful habit to practise: clarify the concern before offering a solution. One good conversation can now help improve the next one.
When to use it
Someone handled a difficult conversation well and others could learn from it.
Start with
- A conversation shared for learning
How to do it
Open a conversation available for team learning.
Find the useful moment and check its surrounding context.
Save the snippet in Academy and share it with the appropriate team.
Find the moment in this call where the colleague clarifies the customer’s concern. Suggest a short snippet title and describe the skill it demonstrates.
Try it with your team’s conversations.
See the sources, the output and the steps that make this useful for your team.