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Customer Service for Dummies

Karen Leland and Keith Bailey are the authors of Customer Service for Dummies, as well as The Service Advangage customer service training program. Learn more about The Service Advantage live training or the computer-based training.

The Service Advangage
Free Article


Creating Effective
Customer Service Training

By Karen Leland and Keith Bailey

Ask executives from any company that has achieved consistent improvements in customer service and they will tell you that they could not have done it without putting in place a comprehensive and well-executed customer service training program. We recommend that when creating your customer service training program that you consider the following:

Provide Customer Service Training to Everyone

A big mistake that many companies make is training only a small percentage of their staff, usually those who work directly with the customers, such as the customer service department. Doing so is ineffective and dangerous because it promotes the message that customer service is the specific responsibility of a limited group of people.

Service needs to be a way of life for everyone in your company. As soon as you try to confine it to a single department, it’s dead. By providing customer service training to all levels, from your part-time help to the president, you promote the important message that service is everyone’s business.

Customer Service Training Isn’t One Thing

A comprehensive customer service training program includes different types of workshops on a variety of subjects. The types of training you decide to provide depends on the feedback you receive from your staff and customers. Of the many types of programs you could offer, three core types of customer service training impact the quality of service your company delivers. They are:
  1. Awareness building: This training serves as a basic introduction to customer service and should involve everyone in your company from the top down. It is usually a few hours to half a day in length.
  2. Customer service skills: This type of training is aimed specifically at staff whose jobs involve frequent contact with customers either external or internal, either over the telephone, face-to-face or by email. It should be more in-depth than the awareness building program and focus on the specific skills needed to provide customers with excellent service. It is usually one to two days in length.
  3. Service management: All the executives and managers in your company should attend training that teaches three things: Improving your managers’ awareness and ability to be a role model for service excellence; enhancing your managers’ skills and understanding of how to empower and coach staff in providing the best possible service and rewarding staff for customer service excellence. It is usually two to four days in length.

Preparation Equals Success

Short notice and an obvious lack of preparation undermines the importance of customer service training and creates the attitude that the training is an interruption of the staff person’s real job. You can prepare your staff for training in the following ways:

Send a memo regarding the customer service training

Send each person a memo at least two weeks before he or she is scheduled to attend that explains at least the date, time, purpose, location and dress code for your customer service training program.

Help your staff set training goals

A week or so before your staff goes to the training, sit down with them and discuss what they want to achieve. Doing so helps them clarify their goals for the training program and provides the basis for a follow-up conversation.


Don’t use training as a punishment

Training should never be seen as a vehicle to “fix” a broken employee. This tactic is demeaning to the staff and can create a difficult situation for the trainer. The only effective context for sending an employee to training is a positive one of skills improvement and job enhancement.

Emphasize the importance of follow up

Immediately follow up any customer service training program by meeting with staff members who have just completed the course. During the meetings ask your employees for their feedback on the training. Include the following questions:
  • How did they like the training program?
  • What did they learn?
  • Did they achieve their objectives?
  • What would they like to see in future training programs?
  • How can you support them in practicing what they learned?

By following up and reinforcing the lessons taught in the customer service training program, you reap the greatest rewards for the time, money, and energy you put into training your staff.

 


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