Time: 30 Minutes
STEP 1: Identify a contact person for the team’s main customers or clients.
STEP 2: Contact the customer/client and share how you’d like your team to understand the impact they create for them. Give the customer/client the Customer Recognition Sheet. Ask the customer/client to fill out the sheet and identify the following:
- On a day-to-day, week-to-week basis, what does the team do for the client?
- What impact do these actions create?
- Is there something we do as a team that is distinctive to us?
- Is there anything we do that other companies who provide the same service don’t provide?
You can either give the sheet to the customer/client in person, fax it, send it in the mail, or use it as a discussion guide during a phone call.
STEP 3: After receiving the “Team Recognition”, thank the customer/client for his or her feedback.
STEP 4: In a team meeting, share the results with your team.
Thank you for your willingness to provide feedback to our team members. We greatly appreciate your time and insight.
- On a day-to-day, week-to-week basis, what actions does the team do for you?
- What impact do these actions create?
- How does the team help you be successful?
- Is there something we do as a team that is distinctive to us?
- Is there anything we do that other companies who provide the same service don’t do?
- What additional feedback do you have for the team?