IntermediateSITUATIONAL
In your role guiding clients through product or service usage, what steps do you take before, during, and after a call or chat to make sure the customer fully understands how to use the feature or service on their own?
Custom Role
General

Sample Answer

Before a call, I always do a quick 3–5 minute prep: review the account, past tickets, and product usage so I know what they’ve tried and which features they actually use. I’ll open any relevant help-center articles or sandbox environments so I can share my screen or links quickly. During the call, I aim for “teach, then have them drive.” I’ll demonstrate once, then have the customer share their screen and walk through the exact workflow while I stay quiet unless they get stuck. I pause often to ask them to explain back what they’re doing in their own words, which is a great comprehension check. Afterward, I send a short recap within 15 minutes: step-by-step instructions, relevant screenshots, and links to 1–2 focused help docs. I tag the interaction with a specific topic so we can track common questions. This approach consistently kept my “follow-up needed” rate under 10% on how-to calls.

Keywords

Pre-call prep using account history and usage dataInteractive, customer-driven walkthroughs during the callPost-call recap with tailored steps and resourcesTracking topics to monitor repeat questions and understanding
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