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The right answer matters. How the customer feels along the way matters, too.
A customer can get their question answered and still leave the conversation feeling overlooked. The Customer Connection Gut Check helps you listen for the moments that build trust—and spot where a call starts to feel transactional.
Use this four-page worksheet to review a customer conversation from greeting through next steps. Six simple ratings guide you through listening and rapport, ownership, issue resolution, and opportunities to offer relevant help. Reflection prompts help you turn what you hear into one practical coaching change.
What’s inside
A 1–4 rating scale for six customer connection questions
Space to capture where the conversation felt personal or transactional
Prompts to identify a coaching opportunity
A total score to help you track progress across reviews
Perfect for business owners, team leaders, and anyone who wants customer conversations to feel more thoughtful, useful, and human.
Ready to hear the bigger picture? Hello Posie’s Call Experience Review takes a deeper look at real calls and turns recurring patterns into practical recommendations for your team.
The right answer matters. How the customer feels along the way matters, too.
A customer can get their question answered and still leave the conversation feeling overlooked. The Customer Connection Gut Check helps you listen for the moments that build trust—and spot where a call starts to feel transactional.
Use this four-page worksheet to review a customer conversation from greeting through next steps. Six simple ratings guide you through listening and rapport, ownership, issue resolution, and opportunities to offer relevant help. Reflection prompts help you turn what you hear into one practical coaching change.
What’s inside
A 1–4 rating scale for six customer connection questions
Space to capture where the conversation felt personal or transactional
Prompts to identify a coaching opportunity
A total score to help you track progress across reviews
Perfect for business owners, team leaders, and anyone who wants customer conversations to feel more thoughtful, useful, and human.
Ready to hear the bigger picture? Hello Posie’s Call Experience Review takes a deeper look at real calls and turns recurring patterns into practical recommendations for your team.