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Tips On Influencing Your Team Through Change

Dear Crucial Skills,

We’ve hired young people who seem extremely reluctant to talk with customers/partners on the phone or in person. They will text and email, but mostly avoid all verbal or in-person conversation. We work in agriculture; our customers are farmers and their employees. And while they have started using text and email in recent years, we’ve seen a lot of misunderstandings. Words are just a small part of the conversation! How can I encourage these young workers to accept and make phone calls, and to visit our business clients in person?


Dear Mismatch,

It’s always easiest to set expectations before they are violated. Given that you’ve already permitted a norm to evolve for remote contact, it will take some time and patience to reset the norm. Here are a few suggestions that will help.

Test Your Assumption

First, make sure your belief that in-person communication is superior is based on valid evidence and not self-serving anecdotes. If you grew up “back in the day” when slapping backs and shaking hands is how business was done, there’s a possibility you’re seeing what you’re looking for. Do customers truly prefer in-person contact? And, if so, is it many of them, or just a handful? Have you interviewed a reasonable sample to see if it is a majority?

One of the best ways to both gather this data and begin persuading your team of the need to change is to involve some of them in the data gathering. Choose a few opinion leaders from amongst the younger employee population to design and execute on the study. Ask them not just to gather objective data, but also to bring back a few stories you can share with the group.

Share the Why

The best way to persuade people of the need to change is with stories that humanize the “why.” Consider the difference between saying “Sixty-three percent of our customers say they prefer quarterly in-person visits over phone calls” and “In March, Terrence Gooding lost three weeks of his planting season because we failed to get him the resources he needed. If we had been on site and walked the farm with him, we would have caught the need before it became a problem.” Emotion is the root of motivation. If you want to help those who are uncomfortable with change feel motivated to sacrifice their comfort, you’ll need to give them a potent why for doing so. Telling stories is the best way to do that.

Work on Ability, Not Just Motivation

In our book Influencer: The New Science of Leading Change, we make the point that effective influencers deal with ability barriers first, motivation second. They assume that people often fail to comply or perform because they lack the skills, knowledge, support or tools to do what’s asked. Your job is to “make it easier” to do what’s asked.

For example, do your team members know how to engage in small talk? Do they know how to walk a farm? Do they know how to conduct an initial get-to-know you meeting in person? The phone is safer because it’s shorter. Being in person is far more demanding. But beyond personal skills, you might look at other ability barriers—like schedule. With added travel time, are teammates supporting too many customers? Do they have personal transportation? Make it easier to do the right thing, and more people will do the right thing.

Delay the Pain

If you’re serious about change, at some point the new behavior will need to turn from a request into an expectation. It’s always best to allow people time to absorb the change before imposing it. Share the why. Make it easier. Engage opinion leaders in demonstrating the superiority of the new approach. Persuade, persuade, persuade. Then require.

The best way to turn the invitation into an expectation is to announce the change far in advance. Future pain is easier to accept than present pain. My barber wanted to raise her prices but was terrified of offending long-loyal customers. I suggested she announce the price increase three months in advance, then conduct a countdown so her customers would see it coming a long way off. In the end, no one complained. If you decide this change is of strategic importance, you might let the team know, for example, that “Regular, in-person contact with customers will be required at least once a quarter beginning in Q1.”

I hope this is helpful to you and anyone trying to raise their game in a way that reflects a measured approach to influence rather than a heavy-handed edict.


You can learn more insights and skills like this in Crucial Influence

7 thoughts on “Tips On Influencing Your Team Through Change”

  1. Aimee Sikes

    Wow — this is the best advice/response I have ever read on this site. And ALL advice/response messages are helpful and insightful. Thanks!

  2. Anita Blatz

    That is some great advice and suggestions. It’s very applicable and practical for the workplace. Thanks

  3. Andrea Jessop

    This is a fabulous response! Thank you for such a great example of expressing respect for a difference, rather than judging a perceived lack of willingness or desire. You’ve inspired me to order your book, just to hear more. I hear so much derision from one generation to another, which accomplishes nothing. Confidence breeds motivation, so I love the approach of addressing ability barriers first. Thank you!!

  4. Jony Khoe

    Love the sequencing of what to look out for. Assumption needs to be factual ; expectation best put thru with a ‘why’ story ; equip before expectation ; persuade to ensure buy-in for a longer run … so the question is what if time is not on our side? How do we push the to-do thru swiftly and gracefully …

    1. Sarah Renz

      If you have to implement a major change with a short lead time, you owe your employees an honest explanation. Is the short notice due to outside circumstances beyond your control, or is it due to poor planning/communication on your company’s part? If the latter, what will you do to ensure that the future changes are rolled out with sufficient time for staff to adjust and retrain? Most people understand that “stuff” happens and can forgive once or twice, but if this is happening on a regular basis, your change management process needs to be improved.

  5. Gerhard Jordan

    Please let me add some personal experience: when I was starting my career as a relatively shy person I was VERY reluctant to pickup the phone and talk to business partners – mainly due to the lack of my own experince with customer communication. Thus, I focused on eMail since I could read and correct my wording before I sent it out.
    Then I learned that there is a tremendous enhancement in customer experience when asking your customer a week later whether your feedback was appropriate and helpful or whether the customer had different expectations. At that time, my manager had asked me to rather pickup the phone in order to check in with a certain customer because clarifying expectations would be way easier in talking than by eMail. So I called in – and was overwhelmed by the customer´s feedback. It was something like “well, you really care about my problem because after a week you still think about it. Great, thanks much!”
    I had not expected such positive feedback at all. That experience however triggered me to pickup the phone more often – just to clarify and eventually also set expectations. I had learned that a phone call can be a Win-Win for both parties: customers understand that I care about their expectations, and I can receive some positive nudges.
    That said, I do very much support your suggestion “work on the ability”.

  6. Tips on Influencing Your Team Through Change

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