| 1 | establish rapport and identify customer concerns | 1.1 | greet their customer sincerely and invite a full and open response |
| 1.2 | use planned or spontaneous lines to indicate to their customer that they empathise with their initial enquiry |
| 1.3 | invite more detailed explanation from their customer |
| 1.4 | listen closely to their customer’s responses to strengthen their understanding of customer concerns |
| 1.5 | use both open and closed questions to make appropriate connection with their customer and open the door to more detailed investigation |
| 1.6 | identify and note their customer’s feelings and mood in relation to the information they are seeking |
| 2 | seek detailed information from customers using questioning techniques | 2.1 | follow a planned trail of questions to explore in detail customer concerns they have already identified |
| 2.2 | hold a spontaneous conversation with their customer to explore in detail customer concerns they have already identified |
| 2.3 | explain to their customer why they need the information they are asking for |
| 2.4 | use probing and searching questions that draw on comments or words used by their customer |
| 2.5 | thank their customer for the information in a way that encourages further open responses |
| 2.6 | use pre-planned routing and trigger questions that lead their customer to respond in new areas |
| 2.7 | follow organisational procedures to record customer responses to inform future actions |
| 3 | understand how to use questioning techniques when delivering customer service | 3.1 | explain why establishing rapport makes it easier to draw information from customers |
| 3.2 | describe ways to greet customers that immediately build rapport |
| 3.3 | explain reasons for using planned question patterns to draw out particular information |
| 3.4 | explain reasons for using spontaneous conversation to draw out particular information |
| 3.5 | explain the importance of active listening when seeking detailed information from customers |
| 3.6 | identify the differences between and uses of closed and open questions |
| 3.7 | describe the importance of explaining to customers why information is needed |
| 3.8 | explain why particular trigger questions are effective in gaining specific information |