How Happy Checks and Follow-up Calls Help Ensure Customer Satisfaction


Greg Dooley
VP of Customer Success
August 13, 2019
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As online reviews prove every day, doing a good job isn’t enough. And providing your customers with a world-class experience does not end when you leave the job site. There are steps your team should take after the work is done to ensure a homeowner is pleased. 

Two important methods for ensuring customer satisfaction are happy check calls and follow-up calls. Both lead you down the path to more business, referrals and revenue.

Happy Checks

We all know the old adage “no news is good news.” And in this business, it's natural to assume that if a customer isn't calling you, everything is fine. Unfortunately, another equally plausible explanation is that the customer is unhappy — and is calling someone else. 

Never assume anything when it comes to a homeowner’s feelings. Instead, make a “happy check” call.

Happy checks should take place the day the job was completed, but after you have confirmation the technician has left the home. It’s crucial the call gets made right after your staff has been on-site so the customer gives you their most accurate (and hopefully candid) feedback about the experience. 

Why is a happy check so important? Quite simply, it shows that you care — about the job you performed, about the customer’s opinion and about the future relationship you are building. Happy checks, then, put a customer on the path to referrals and, eventually, service agreements. It also might lead to a positive online review.

Follow-up Calls

While many companies perform a happy check to follow up with a customer for work that has just been completed, far fewer take the time and energy to reach out to customers once they consider the job closed. A quick phone call placed two weeks after the work is complete — asking how things are working out — can do wonders. This is true even if the call only goes into someone's voicemail. 

Being the one who starts the conversation demonstrates that you value the customer. It also gives you insight into the whole experience a customer had, not just with the work. For example, a customer who was happy with their interaction with the tech might not have been happy with how they were invoiced. 

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A follow-up call also gives the customer an opportunity to ask questions about the product you installed or the service performed that they didn’t think of during the job visit.

When it comes to following up on a job, communication is key. And calling the homeowners before they have to call you shows you really care. That’s what’s most important. Sure, things can go wrong. But proving that the customer’s satisfaction matters to you goes a long way toward growing your business. 

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