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§§ Table of Contents − − − − − − − − −
Ultimate Guide to Difficult
Conversations
1. Introduction 2. When you don’t know the answer 3. When you have to transfer a customer to someone else 4. When a customer requests a feature or product 5. When a customer asks you for a favor that you cannot do 6. When there’s something wrong with the delivered product 7. When you close the conversation 8. When a customer is angry 9. When a customer is unwilling to pay 10. When a crisis occurs 11. When you have a frequently complaining customer 12. When customers complain on social media 13. When you have legal issues 14. When you have to deliver bad news 15. When you have an abusive customer 16. When customers cross boundaries 17. When the customer speaks a different language 18. When a customer asks a vague question 19. When customers ask when something is going to be available 20. When you or your fellow agents made a mistake 21. When a customer wants to speak with a manager 22. When you can’t resolve the issue right away 23. When you need to let a customer know that it was their mistake 24. When a customer reaches you by mistake 25. When a customer asks how your product is different from others 26. When a customer is worried about how secure your service is 27. When a customer says that they forgot their password 28. When you want to point a customer to your documentation 29. When a customer violated your terms of service 30. When a customer is not tech-savvy 31. When a customer is right, but your policy is not 32. When a customer sounds like a bigot 33. You’ve got this!
27.

When a customer says
that they forgot their password

At one of the companies that I worked for, the absolutely worst-case scenario was if someone emailed in about forgetting their email and had also never saved their back-ups codes for two-factor authentication (2FA) and had since changed their phone number or method for two-factor authentication. We had a workaround that would sometimes work to get them some of their content back but, for the most part, it was lost and gone to their access. Somehow we had to find a delicate way to tell them that both conveyed that we understood how painful it was, but that they needed to save those backup codes in the future.

It was easily one of the more difficult emails that we had to write.

Most customers responding asked for us to bend the rules a bit or let them into their account temporarily, so in our tactic, we focused on why 2FA was valuable and how implementing it was meant to be an act of security. We then went on to explain how letting someone into their account without the information needed by 2FA would be doing exactly the opposite of what they had set it in place to do. We also worked hard to let the customer know that we understood how painful this was, and didn’t want them to feel high-and-dry — that’s when we introduced the workaround that would at least help them get some of their content back.

This is a fairly complex situation like most password reset emails are, but if you are lucky and just get an email from someone who has forgotten their password and needs to reset it, you can either reset it for them or teach them to reset it themselves. An example of what the latter email might look like is:

Hi there,

Thanks so much for emailing about this — that’s a great question!

You can reset your password by heading to [insert instructions for where they need to go and what they need to do to reset their password here]. Once you do that, you should see a confirmation notice in your email that it’s worked.

Let me know if you run into any trouble, but otherwise, have a great rest of your day.

Thanks!