To Happy Call or Not…That is the Question

First, we must define what “Happy Calls” are. They are calls made to your Customers right after you’ve been there to do service or install work.

Here are my general thoughts about doing Happy Calls:

  1. These calls don’t tend to get you the testimonials you should be  seeking. Testimonials are critical to any effective sales and marketing programs. So, it takes great skill and training on how to get this information over the phone and then type it up and either email it or send it out via snail mail and hope that the potential testimonial and feedback actually comes back. Be aware if you can’t really use what they say over the phone for a testimonial, Happy Calls becomes just another step in the process. Plus, if you call right after the work is done, the Customers aren’t necessarily ready to testify how great your work is or how much they love you.
  2. They are done by too many companies in a misguided attempt to verify what is and isn’t being done in the field by their Techs. But, the only true ways to know what is and isn’t happening is to either ride-along and observe for yourself or to create a mystery shopping program. Happy Calls are never a replacement for these two vital programs.
  3. These calls tend to catch a working couple who is trying to leave after you’re done with the work at an inopportune time so it’s more of an intrusion than a welcomed call.
  4. If you can’t or won’t do it each and every time [especially in you busy season] with each and every customer it’s actually worse to do it at all because you trained them that you care but not always.

Another way to go is to have either your Techs or Sales People use a Customer Satisfaction Survey with room for the Customer to fill in their comments. Hopefully, their written comments are favorable since they’re the only things of value in your future sales and marketing efforts once you gained permission to use them and this should be right on the form itself. Also when you’re there, you can capture a picture of a happy smiling Customer which makes the testimonial come to life and moves it way up the power meter for what we want and desire.

Do you believe your Techs will go through the Customer Satisfaction Survey process with each and every customer every call they run? Maybe…Maybe not.

It’s true that if a Tech senses that the Customer is not totally happy with them and/or the work they’ve done they’re likely to give them low marks and bad feedback and that’s good reason to just skip doing this. And if you were them, you’d do the same.

A way around this is to make it a habit to either email [Customer’s email addresses are a must these days] or snail mail them after every call your company does. It makes it easy to have your Customers give you their feedback on their schedule and not yours. If it’s good comments [and I hope it is], you’ll want to arrange permission to stop back and check things over so you have a chance to convince them to also let you take a picture to go with their testimonial.

Pictures ramp up the effectiveness of any testimonial you’ll ever get because your potential customers more easily identify with your existing happy customers when they see people they can identify with.

Knowing what you know now, you still think you can avoid the pitfalls and shortcomings of Happy Calls. Here’s a basic Happy Call Process that you can customize

Happy Call Questions and Procedure

CSR:    “Hi it’s Al from Appleseed Plumbing, Heating and Cooling and I’m just calling to ask a few questions about the work we just did. Is now a good time to spend 5 minutes tops on the phone?”

If they say “no”, just say thanks and encourage them to fill out the Customer Satisfaction Survey you will be sending them.
If they say “yes”, choose 3 to 5 questions from the list below or customize it to better fit what you do and what you want to verify.

Remember, it’s their comments that mean the most. Then, continue on with:

  1. Was your phone call handled in an efficient and courteous manner?
  2. Did our Technician arrive on time?
  3. Did our Technician wear shoe covers?
  4. Was the Technician courteous and professional?
  5. Was the job done in a timely and professional manner?
  6. Overall were you pleased with the service [or installation] work performed?
  7. Would you use our company again?




The funny thing about surveying your customers whether it’s through Happy Calls or Customer Satisfaction Surveys they tend to give you higher marks than you would have thought possible. And if they’re not as good as you’d like you can begin to formulate how to improve the level of service and value you’re providing your Customers today. Either way you will be better off for having surveyed them.

Al Levi teaches contractors how to run their businesses with less stress and more success with operating manuals. To get control of your business and grow the right way, get his Build Your Operating Manuals Online Program at today.

Also, check out Al’s latest business adventure, Zoom Franchise Company, at’s a living example of the power of manuals and more in action.

More Ways to Become a 7-Power Contractor

The 7-Power Contractor book lays out 7 simple business powers to help you run your business with Less Stress and More Success. And now, it's available in paperback, ebook, and audiobook.

The Build Your Operating Manuals (BYOM) Program provides you with 90% completed manual templates plus step-by-step instructions on how to edit them, roll them out, and train with them.

Get Your Life Back: 7 Secrets of Super Effective Time Management will show you where you time is really going throughout the day so you can begin to get some of it back immediately.

The 7-Power Contractor Radio is a podcast series hosted by Al Levi in which he shares insights on how to better run your business. Listen wherever you are, even if you're stuck in the truck or office.

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