We need to replace our picture window, so I’m told.

My wife, Thelma, is an Architectural Designer. Whatever she says goes when it comes to house repairs and needs. My opinion, while sometimes solicited so I don’t feel left out, isn’t really relevant, and that’s fine with me. So, when my wife started getting quotes, I didn’t even answer the phone.

On one call, I couldn’t help overhearing one side of the conversation, and wish I’d heard what the window guy said exactly. It went something like this:

Window Guy: I understand you’re looking for new windows from the form you filled out at the Home Show last week.

Thelma: Actually only one, in our dining area.

Window Guy: Well we’d like to come out and quote it for you.

Thelma: Ok – when? We want to do it soon.

Window Guy: We’d need to find a time when your husband will be there too.

Thelma (not missing how that sounded): I actually make the decisions on this. I do architectural design, and do this a lot. We don’t need him there.

Window Guy: It’s our policy to have both homeowners present. We can’t do it without him too.

Thelma (with a raised brow and just a hint of sarcasm) : Ok – thank you. I guess we won’t use your windows then.

Who would have thought Window Guy or his script would provide a teaching moment? What Trust Principles were ignored, and what was the result?

From the book Trust-Based Selling, the four principles that drive Trust-based Selling are:

1. A focus on the customer for the customer’s sake, not just the

seller’s sake.

Let’s see. Window Guy has the person on the phone who requested the quote, who’s experienced in the field, and who has clearly identified herself as both the technical and the economic buyer. His script–if that’s what it was–focused on whose needs?

2. A style of selling that is consistently collaborative.

Thelma was pretty clear that she was ready to collaborate. So the customer collaborates, but Window Guy can’t get out of his own way and off his own agenda.

3. A perspective centered on the medium to long term.

She’s an Architectural Designer, and probably helps clients decide about windows. I bet if she were a happy customer if she’d be a great referral source–for Window Guy! But on the other hand, if she’s unhappy, would she ever refer Window Guy? Or would she perhaps even suggest others if the name came up?

4. A habit of being transparent in all your dealings with the customer.

Thelma was transparent. She said exactly why I didn’t need to be there. Window Guy? He never shared why it was relevant for me to be present. Maybe they have experience with customers that evidenced a need to answer both homeowners questions at the same time. But he didn’t share that, or any other reason, and even if there was a reason, it should have been one that complied with Trust Principle #1 above. But he never got there, because he wasn’t listening, or there was no place in his script to allow for a dialog.

The result? First, Window Guy didn’t get to bid because I won’t be there. Second, we don’t have to deal with that company.

Maybe in Window Guy’s world that’s a win-win. Not in mine.