What To Say To Get Referrals: Spotlight Clarifies

Think of a real conversation where you refined your understanding of what truly mattered to the client.

Share:

  1. The surface goal they originally asked for.
  2. What they said that let you know there was more.
  3. What changed about your understanding when their Commander’s Intent became vivid to you.

Each client experience is unique.  

Jay Hassell

Response from Jay Hassell

from the Sugarloaf Team

. The Surface Goal

The customer called asking for an "immediate quote on a 50-gallon tank water heater replacement." They were focused entirely on the model, the warranty length, and how quickly I could get a technician there to swap the units.

2. The "Tell" 

While discussing scheduling, I mentioned a minor delay because of a parts delivery. They didn't just get annoyed; they sounded panicked. They said:

"I don't care if it's the premium model or the basic one anymore. My daughter’s wedding rehearsal dinner is at our house in 48 hours, and I have fourteen out-of-town relatives arriving tonight. I can't have them all showering with buckets of boiled water."

3. The Refined Understanding

Once the Commander’s Intent became vivid, the "mission" changed from installing a specific appliance to ensuring 14 people could bathe simultaneously by sunset.

The Original Understanding: The customer wants the best ROI on a new appliance.

The Vivid Intent: The customer needs to avoid a social catastrophe and host their family with dignity.

What changed?

I stopped trying to sell the "perfect" long-term unit and shifted to a "Total Hot Water Recovery" plan. I prioritized the tech who lived closest to the warehouse rather than the one with the most experience in tankless conversions. We skipped the lengthy diagnostic upsells and focused on a "minimum viable solution" that could be installed and heating by 5:00 PM.

By understanding that hospitality mattered more than hardware, I was able to deliver the one thing they actually needed: peace of mind for the wedding weekend.