Lesson 2-5

The Next Step or Status: Request Further Information

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If you have any doubts, ask for more information.

If you are not clear about the problem, ask for more information. Don't guess.

The customer's key words will indicate a problem. Ask yourself, "Is there one clear problem here, or could there be more than one?" If there could be more than one problem, ask for more information for five reasons:

  1. It lets the customer know you're working on the problem.

  2. It ensures you're on the right track so the customer doesn't become frustrated when you suggest solutions to the wrong problem.

  3. It uses your time wisely. You don't want to spend time on the wrong problem and don't want to explain solutions to two or three problems hoping you hit the right one.

  4. It engages the customer in the process. Let the customer know why you need the information and what you are looking for. The customer learns about the process and how to solve the problem.

  5. It may result in the customer discovering what the real problem is so you don't have to work on it at all.

 

Check your understanding if you're not sure you know what the customer's problem is.

Problem find before you problem solve. Make sure that you have a clear conception of the problem before suggesting solutions. Having no solutions is not the greatest obstacle to successful problem solving. The greatest obstacles are having a solution to the wrong problem and settling on a standard solution too quickly.

Before you work to identify the real problem, make sure you understand the customer's conception of the problem. Otherwise, you may set about gathering information about the wrong problem. The customer may not understand what the real problem is, but you must have a focus to help you identify the real problem. That focus begins at the customer's description.

If you are not sure you understand the customer's problem, try using paraphrasing and restatement to make sure you are focusing on the real problem. Understanding how to paraphrase and restate when you are speaking with someone will help you understand how to paraphrase and restate in your e-mails.

Paraphrasing

Paraphrasing means saying the same thing the person has just said in another way. It sometimes shows miscommunications because it demonstrates the receiver's interpretation of the communication.

Example:

Person One says, "I gave them the order early Wednesday so it would be finished for the meeting on Friday."

Person Two paraphrases: "OK, you took the masters of the report to the copier early Wednesday morning and told them you needed it by Friday for the meeting."

Person One corrects: "No, I just called in the order at about 11:00 a.m. on Wednesday and told them we needed it as soon as possible. I thought you were going to send over the masters."

Restatement

Restatement is similar to paraphrasing, but the person restating a message simply says it again using the same or similar words. It may still lead to miscommunication because it uses the first speaker's words and doesn't show the listener's understanding.

Example:

Person One says, "I gave them the order early Wednesday so it would be finished for the meeting on Friday."

Person Two restates: "OK, you gave the copier the order early Wednesday, right."

Person One corrects, "Well, maybe it was late morning, but it was Wednesday morning."

Using paraphrasing and restatement helps the speaker and listener check out their understanding. It keeps the two on the same page as they talk about important issues.

You can't have that kind of a dialogue with the customer in your e-mails, but you do need to do the same kind of check to be sure you and the customer are talking about the same issues.

 

Ask for concrete information.

After you restate or paraphrase the problem as you believe the customer has suggested it, request the information you need to solve it. In your request, be specific. Ask for sensory data. "What did you do? What did you see? What message did the computer show to you?"

Don't ask open-ended or vague questions. Don't ask, "Could you give me more information?" without specific guidance.

NO: "Could you give me some more information about . . ." "What exactly is the problem?" "What is it that you need?"

Instead, write concrete questions asking for specific information:

YES: "Write the exact words you saw on the computer screen when the system stopped. They probably begin with 'An error occurred . . .'"

"You are missing one of the cables. On the instruction sheet is a list of the three types of cables included with the kit: cables A, B, and C. Which cable is missing?"

 

List the information you need.

Separate out the information you need into a clear list with numbers. Begin with a statement of the list, follow with a detailed explanation, and end with the format in which you would like the information:

 

To solve this problem, I need three things: the date on which you ordered the PC camera, the model number for the PC camera, and the amount on the check you sent for the PC camera.

1. The date on which you ordered the PC camera. You might look at your letter or the date on the check to remind you. We need the specific day on which you sent the letter with your check for the PC camera.

2. The model number for the PC camera. In the catalog, just after the name of the PC camera, is a five-digit code beginning with W. That is the model number. We want to make sure we're getting the right PC camera to you. Write the number of the PC camera you want.

3. The amount on the check you sent. We need the exact amount on the check so we can make sure you're credited for it when the check arrives.

Thanks for the information. Write an e-mail directly to me with this list and the information following each item:

1. Your name:

2. The date of your order:

3. The model number of the PC camera you want:

4. The amount of your check:

 

Don't be afraid to be redundant. You must be so clear you cannot be misunderstood.

 

Anticipate wrong responses.

Think about the customer's understanding and possible responses. How might the customer become confused? You will skip an e-mail if you can anticipate the problems and address them in this e-mail:

"When you enter the height of your building, the system may tell you that the height and width don't match. That is just a precaution to make sure you are entering the correct figures to make a proportional building. Ignore it if you're sure the figures are correct."

 

Put contact information in your e-mail.

Put your e-mail address in the message. Don't rely on the customer to know how to use the "Reply" function to send an e-mail back to you.

 

End the request cordially.

End the request with your thanks and commitment to solving the problem. Avoid "Thanking you in advance" or other such stilted language. If you wouldn't say it, don't write it!

If you ask for more information, track the customer to make sure you're not leaving him or her in limbo.

 

Organize with slots.

Every customer response should have the same structure. Online chats and other electronic communication should have the same format presented here for e-mails. You may have to abbreviate some parts of it for online support. Starting with the structure allows you to focus on solving the problem rather than deciding what goes next in your response. As you learn these responses, they will become second nature.

"Slots" are used as a format for structuring your e-mails so you can focus on their content rather than organization. A technical support e-mail has several slots into which you place information. We'll use slots in this lesson to show how you can request more information.

Request for More Information

If the e-mail requests more information, it will contain these slots:

  1. Subject line with a clear, encouraging statement of the content
  2. Cordial greeting
  3. Empathy with frustration or inconvenience if present
  4. Statement of the problem(s)
  5. Request for more information
  6. Conclusion

 

Example Request for More Information

This is an example of the slots in an e-mail requesting more information. Notice that the writer has skipped blank lines between parts of the e-mail to make it clearer.

 

To:

Frank Landers

Cc:

 

Bcc:

 

Subject:

More information to help us solve the problem
Hello Frank. I am Fay Morgan, customer service representative with Tridentpoint Software. We received your description of the problem and are anxious to take care of it for you as quickly as possible.

You wrote this description of the problem:

"When I start the program, it doesn't run. It just sits there."

That could be due to several things. To help me isolate which problem it is, please answer these questions:

1. What error messages appear on your screen? Or does nothing happen?

2. What version of the software are you using? The version number will be on the software manual or the box the software came in.

If you need help with these questions, e-mail me. Send your responses to fay.morgan@tridentpoint.com

We'll work at solving the problem as quickly as possible when you e-mail the answers to these two questions.

Fay Morgan
Customer Service Representative

 

Exercise: Requesting more information

This is the e-mail you received. You need more information from the customer. In the box below the e-mail, write the first lines of your response to the customer. Analyze the customer's e-mail. There are three different types of Targomat Geomorphic Plotters that have been manufactured over the past four years. If the customer's was used, that will make a difference. Write the first lines of your responses below:

 

Electrical Instruments,

I need to install an updated driver for my plotter. It can't read the global positioning data. I have a Targomat Geomorphic Plotter that is around three years old. Please send it to my home in Clairton, Pennsylvania, at 304 North Fifth Street.

Thanks.

Tina Blakemore

Type your response in this box.

 

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