customer service lesson 1: introduction to customer service worksheetcustomer service lesson 1: introduction to customer service worksheet
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That way, they can use each exercise when it becomes applicable during their workday. -how you get along with internal customers It also helps customers feel heard if they're dealing with a frustrating or time-sensitive issue. It is the Reps won't remember everything from training; getting out there and doing it is what helps retention and build competency. Methods of increasing mental activity and reducing stress : -Visualisation The lesson is also broken into six parts: The anticipatory set is how youll introduce students to the concepts of customer service. Worksheets are Lesson one introduction to customer service, Trust leaders guide, Customer service, Customer service in health care, Soft skills module 13 customer service standards, The 5 values of great, Customer service, Customer service what is it. There are a few types of presentations you can use to conduct training. Tingstrom handled their finances. These are letters written from the perspective of the customer and addressed to the customer service employee. We're committed to your privacy. Explain how a firm's corporate governance structure can help avoid agency problems. Customer service teams are often very busy, and you may not have time to host a formal training. You'll begin by creating a handful of scenarios with each one involving a different customer issue. -Constantly validating its assumptions and beliefs to ensure that the right things are being measured and that they are being measured correctly. - customer-friendly attitude Take action to prevent the stressor from recurring or from happening in the first place. Other tests include the Myers-Briggs Type Indicator (MBTI) and the Predictive Index Assessment (PI). Soft Skills Module 13 Customer Service Standards Some people become paralysed by trying to achieve perfection. What information is necessary to use this approach? In an unfamiliar situation, a familiar process may be enough to help new reps spread their wings and own their role. - Failing to be responsive - manage time When providing quality customer service, the key to making the puzzle come together is " ". 0000004230 00000 n
One or more lesson plans are currently not available. Overall, this combination of lecture and video will help put customer service concepts into a real-world context for students to better understand. See pricing, Marketing automation software. This lesson teaches expressions for first-time introductions. Step 1: Remain Calm Yourself When a customer begins to vent their frustration it is important to remain calm yourself. Problems with In-Person Customer Service teaches students common problems that may occur when working face-to-face with a customer. 0000001780 00000 n
It covers the key areas of Customer Service, Customer Expectations and Customer Satisfaction. . teaches students the basics of customer service and how it impacts both businesses and consumers. This helps strengthen their understanding of the concept so they can apply it in their day-to-day. August 26, 2021. Entertaining and motivating original stories to help move your visions forward. It includes everything you need to run the lesson from start to finish, plus additional information to expand upon your students learning. For the third activity, students discover behavioral patterns and their own primary behavioral pattern. Personal failings that can reduce or eliminate customer service : - Distracting behavior This part of the lesson helps students creatively apply the concepts theyve learned in a more concrete way. Forged Drawers' Signatures. A daily dose of irreverent and informative takes on business & tech news, Turn marketing strategies into step-by-step processes designed for success, Explore what it takes to be a creative business owner or side-hustler, Listen to the world's most downloaded B2B sales podcast, Get productivity tips and business hacks to design your dream career, Free ebooks, tools, and templates to help you grow, Learn the latest business trends from leading experts with HubSpot Academy, All of HubSpot's marketing, sales CRM, customer service, CMS, and operations software on one platform. In addition, if you want to implement these lesson ideas, youll need to create supplemental materials to go along with them. In this approach, the speaker briefly discusses a topic then opens the floor for the audience to ask questions. xb```b``Yd\eb@ !V(x@/=djX k/P%s )P>m;CiWMHRR;N6lcC@]
%fG\ *Realize that in most situations the customer is likely angry at the situation and not you. Every day employees should be reminded in some way about your company's core values and how they contribute to that culture. Customer Service 5. Microlearning can be used to cover specific training areas much faster than you could with an hour-long training covering several different topics. The support rep is essentially telling the customer that no, they can't offer them a discount. - not letting the customer "save face" These quizzes are automatically scored and can either serve as a non-graded formative assessment or a graded summative assessment. Real calls can give you insight into real expectations, and input from team members can provide a unique perspective to help reps constantly improve. There's only one rule: No saying 'no.' Plan to accomplish a personal goal via 5 written steps. Lesson Plan. With this method, management or team leads gather employees together for a meeting then discuss a service topic in-depth. Lesson Plans4. In that section, youll find 10 lessons to teach customer service: Introduction to Customer Service teaches students the basics of customer service and how it impacts both businesses and consumers. If your company sells a physical product instead of software or services, it can be helpful for employees to see how the product works, inside and out. Through listening and role play, students learn how to introduce themselves to a colleague or business associate and make appropriate small talk. This exercise will teach support reps how they can still be helpful if they don't give a customer the answer they want to hear. signifies our reactions to situations in the workplace that pose demands, constraints or opportunities. So, instead, talk to your employees about where your servers are located and how your software is powered. Wh,(#>' But when customers are upset or frustrated, answering their requests with a flat-out 'no' might serve to aggravate them and won't move the conversation forward. 3104 uses. -Written communication, including online correspondence. To make your training effective, you much engage your reps. Delegating to the employees the authority to make decisions and take action within their scope of work, without needing prior approval. One employee pretends to be a customer, then presents a service case for another to troubleshoot. 0p@@J*.PZBA:V1e*ay TK#fZ @lX, `a`ee`ki`7J0QO049p+$GXP*x[ These are activities that are performed after a call so reps can quickly bounce back and work with another customer. This is an extremely useful customer support skill that makes sure you and your customers are on the same page. (2) $11.00. That is, by simply watching for a moment. 0000004937 00000 n
The topic doesn't matter it can be work-related, or it can be a presentation about their recent vacation photos, or an organization they volunteer with. Name a time when you got good or bad customer service. Here students learn an introduction to customer service and the various related terminology and vocabulary. 0000001116 00000 n
What do you already know about customer service? Then one at a time, each group will act out a scenario of either good or bad customer service. Demonstrating Effective Customer Service Skills from Scott Yamahata, Scott Yamahata is a business education teacher who shares resources on, One of Scotts resources is a lesson called. 2. Worksheets are Customer service, 50 activities for achieving excellent customer service, Lesson one introduction to customer service, Customer service, Customer service training manual, Golden rules of customer service, Customer service skills you need, Soft skills module 13 customer service standards. HubSpot uses the information you provide to us to contact you about our relevant content, products, and services. Eliminate the stressor if possible - Finding opportunities Showing top 8 worksheets in the category - Customer Service. Introduction to Customer Service Lesson 2 Worksheet The Importance of Customer Service 1. Who They can get a feel for real-life scenarios they'll encounter before they're immersed in them. Any great customer service rep knows their products like the back of their hand. PowerPoints are a proven format for customer service training; however, if you are going to take this route, be sure to avoid some of the common pitfalls outlined in this video. 50 Activities for Achieving Excellent Customer Service 3. Having casual conversations about your company's customer service standards absolutely counts as training and it's a simple way to keep this critical goal at the core of your processes and daily activities. - Employers understand and have tolerance when employee's make mistakes. (Exceptionally poor). - The organization that is supporting the delivery of the service. priorities. What does communicating effectively include? Unit 3: Workplace Regulations, Safety Sanitation Lesson Plan: End of Course Project Options - Hotel Management 5@ In this section, youll divide students into groups of four and hand out index cards to each group. Successful companies don't wait for a problem to happen, they anticipate it and prepare their teams accordingly. Then, youll show an included video called Day in the Life of a Guest Services Manager to show real-life examples of customer service scenarios. Identify main customer service/retail sales responsibilities and jobs. Just to confirm, you're not seeing any other unusual payments, correct? - When they are listened to. But the nuts and bolts of how you actually do that can be easier said than done. What is the economic rationale for the sales comparison approach? Identify a characteristic of good customer service not listed in the lesson. Learn about its importance to business, customer loyalty, and how to deal with customers. Unit 2: Retail Terminology & Practices10. Be customer service oriented Lesson Plan. Managers should listen for their ability to succinctly and clearly explain complicated topics and to make sure they know how to use and explain every facet of the product, its website or app, and its features. This lesson was written specifically to the AQA BUSS2 unit of work but I imagine it can be used by others. But getting to know your customers goes beyond the idea of knowing their name. Students will also learn ways to overcome those potential problems. Many contact centres start the day with a quick team meeting, but why not take this to the next stage with a daily "buzz briefing" - which can be done virtually. No matter how well your team works together, it's important to conduct sensitivity training regularly. Brain Break 1. df=^/4\? You c. Them d. None of the above . Suggested Grade Levels: 9th to 12th Grade - Adult CUSTOMER SERVICE INTRODUCTION LESSON PLAN Materials: Customer experience is common, so nearly everyone has a conception of what "good" customer service looks like. to be determined by learner. - use a time management system. - minimizing "should-haves" 2. hbspt.cta._relativeUrls=true;hbspt.cta.load(128824, '884a5d64-a82a-4c84-a0f0-3ec388fa03ed', {"useNewLoader":"true","region":"na1"}); 312 East Walnut St. Suite 200Lancaster, PA 17602, "With AES I have more freedom to spend time with students who need assistance.". Through listening and role play, the students learn useful expressions for making complaints, apologizing and taking action. What is customer service? If these options aren't best for you, check out more presentation styles here. . The lesson wraps up with students completing a written report based on a scenario where a number of customer complaints were filed at a luxury hotel. All Rights Reserved. 0000006110 00000 n
All of us encounter customer service when we go to the store, call a company on the phone, or visit a business's web site. Enter your search below and hit enter or click the search icon. June 01, 2022, Published:
(We do it here at HubSpot.) tf%h1BMy},sa\].KBq~`|-Ht:]*.inmo[Pv. For five years, Brooks did not look at any statements concerning her accounts. However, social media is still relatively new to customer service, and not all of your reps may be as experienced with using these platforms for professional needs as opposed to personal updates. Social media is a key component of a robust omnichannel support solution. One of the best ways to build empathy is by taking on the perspective of the customer. As your team becomes acclimated to the processes and procedures for serving customers, they'll need to maintain your company's service standards. Objective: Students will understand what customer service is and how it impacts business and consumers. Instruct students to fill out the second question on the worksheet from Money Instructor: Consider a school or workplace. 0000002277 00000 n
State whether each of the following is an indicator of a companys liquidity, solvency, or profitability. The module test includes information found across all lessons in the module and is automatically graded through the digital system. Repair anchors might look something like this: Once each list is built, hang them up where reps can easily see them. 3 elements of a customer service oriented organizational environment. Major elements in dealing with customers effectively. Who is most likely to suffer the loss for the checks paid with Brooks's forged signature? -Channeling your energies positively. Learners complete the 'Describing Customer Service' Worksheet. 0000005732 00000 n
Next, break the group into smaller teams to discuss the scenario. Every rep is going to have a bad call, and it's important to not carry their negative emotions into the next one. Use this lesson to prepare your ADVANCED students to speak on the phone with customers!This lesson includes:-A warm up to begin the conversation about phone calls- Vocabulary introduction and practice- Fix the Customer Service issue: students talk about how they would resolve an issue- Customer service expressions- Customer service Role Play (CUT Periodically, teams should gather to listen to a recorded call with a customer and talk about what went well, and what can be improved. Team members should be put into pairs and take turns role-playing the customer and the support reps. "Customers" should make big, bold requests that support reps can't say 'no' to but instead, have to figure out a solution-oriented response. Why? A company with empowered employees is more : True empowerment within an organization means : -Employers and supervisors allow latitude in an employee's activity and decision making without first needing to obtain approval. Along with the lessons on money skills, they have a section on the website dedicated to career, work, and business lessons -- including lessons on customer service! These interactions may include online transactions, comments on social . Dealing with Customer Complaints teaches students effective strategies for handling complaints both in a proactive and reactive manner. CHOOSE THE CORRECT WORD. Your students will answer two questions on the provided graphic organizer: After students have written their answers, its time to switch gears and discuss your students answers. Ingrid Vaughan Business Writer . The only drawback is the recommended age level. - Fighting for the last word Students will observe the scene and offer constructive criticism of how the server could have provided better customer service. For example, when using the game for customer service training the team is asked to quote to the customer how many 'deliveries' they can make in the time . 0000002632 00000 n
As a manager, you can review your knowledge base or product playbooks to create trivia-style questions that reps can answer individually or on teams. -Physical fitness 1. 3062 uses. On a regular basis, support teams should take turns giving presentations during a group lunch. Section 1 Introduction to Customer Service Aims of the section At the end of this section candidates should be able to: Describe customer service. They will need to offer constructive criticism while following the principles of good customer service to help the employee do better next time. Scenario discussions make for an interactive ice breaker, especially if you're training a large group. *Click on Open button to open and print to worksheet. identify good and bad customer service characteristics based on real-life customer experiences. The customer is the person who pays everyone's salary and who decides whether a business is going to succeed or fail. 0000014254 00000 n
Try another search, and we'll give it our best shot. This two-part lesson is the perfect way to introduce customer service skills in any class. Getty It's a sensitive time, and customer service has never been needed more. The friendly competition and gamification of the training session can help reps confirm what they already know and retain what they don't so that after the game is over, they can apply their product knowledge when offering solutions to customer issues. When you're not able to solve a problem for your customer, give yourself positive affirmations like I did my best, and I'm proud of that.. That means we need to focus on the positives, not the nega- Description In this lesson, students will understand the importance of quality customer service by determining ways to provide service that anticipates customers' needs, and creates a successful business in the Hospitality and Tourism Industry. Good introduction to the topic of customer service on the phone plus listening practice. 2 Introduction to Customer Service OUR CUSTOMERS "There is only one boss, and whether a person shines shoes for a living or heads up the biggest corporation in the world, the boss remains the same. Question 14 30 seconds Q. Those outside an organization who buy goods and services from an organization. This isn't specific to customer support, but it's a good idea for new reps to take a personality test to learn how they work and communicate best with others. 1. customer service 2. Lesson One: Introduction to Customer Service 4. Finally, students participate in another customer service simulation that involves cultural diversity and handling tense situations. Customer experience simulation is essentially the reverse of role-playing. Some of the worksheets displayed are Lesson one introduction to customer service, Trust leaders guide, Customer service, Customer service in health care, Soft skills module 13 customer service standards, The 5 values of great, Customer service, Customer service what is it. Service we experience that exceeds our expectations (Exceptionally good) or falls below them. 0000002897 00000 n
Choose from 6 ways of using the game for different learning outcomes. Thats where this free Customer Service Skills lesson plan comes in! Youve read about four in-depth customer service curriculum resources and each one is a great option depending on the needs of your classroom. That means that sitting new employees down in front of a training video will not be enough for maximum retention and, even worse, could result in a snooze fest. They've seen your product and company grow with its customer base and have been present for all the speed bumps and roadblocks along the way. Now resume the video, pause at 3:19, then pose the following: Explain the purpose of a call center. This not only provides the audience with an actionable plan but also demonstrates how someone on their team surmounted customer service roadblocks. 0000134687 00000 n
If you prefer to use a different scenario, you can apply the same principles to get students thinking about the basic concepts of customer service. Write 5 personal goals and 4 personal dreams. There's an interesting case to be made that being a good customer begets great customer service. startxref
The benefit of this exercise is that reps can see the roadblocks they troubleshoot from the perspective of the user. Free and premium plans, Sales CRM software. Free and premium plans, Customer service software. This makes it only fair that your team should know what they're up against. six main elements to provide good customer service 1. Hln mZ53jeBTU,/sykN|G9Ct Define the mission and big picture as well as their role within it. - Trying new ways of doing things In addition, youll find a quiz at the end of each unit to measure what students learn throughout the lessons. Have your team call your competitor's customer service line, and if possible, purchase one of its products or free trials. For more information, check out our, 30 Amazing Customer Service Training Ideas, Exercises & Topics, Join 64,500+ Customer-Facing Professionals, Pop up for FREE CUSTOMER SUPPORT TRAINING TEMPLATE, Download Now: Free Service Training Template, customer-centric companies are 60% more profitable, 49% of consumers say they'll unfollow a business, Discuss contingency plans for potential shutdowns, active listening and communication techniques. And, that's important too, because it can often be hard to measure the value that customer service reps bring to a business. The lesson has four main objectives for students: The lesson plan includes step-by-step directions for you to follow, along with instructional materials, related resources, and teaching strategies. : students will understand what customer service and the various related terminology and.. Within it ways to build empathy is by taking on the perspective of concept! In-Depth customer service they will need to maintain your company 's service Standards Some people become by. Build competency school or workplace, support teams should Take turns giving presentations a...: explain the purpose of a robust omnichannel support solution pretends to made... Customer Expectations and customer Satisfaction principles of good customer service & # ;... Provide good customer service to help the employee do better next time to ask questions internal customers it helps! 'S customer service 1, students participate in another customer service & # x27 ; a... That makes sure you and your customers goes beyond the idea of knowing their name lesson plans are not... Go along with internal customers it also helps customers feel heard if they 're up against you... This lesson was written specifically to the AQA BUSS2 unit of work but I imagine it can used. In the lesson briefly discusses a topic then opens the floor for the third,. Strategies for handling complaints both in a proactive and reactive manner measured and they... Briefly discusses a topic then opens the floor for the checks paid with Brooks 's forged signature pose demands constraints. - the organization that is supporting the delivery of the following: explain the purpose a. Loss for the third activity, students learn how to deal with customers, constraints or opportunities Skills module customer... Written from the perspective of the customer and addressed to the AQA BUSS2 unit of but! Overcome those potential problems out there and doing it is important to conduct sensitivity training regularly basics customer... From Money Instructor: Consider a school or workplace as well as their role troubleshoot from the of! Styles here prepare their teams accordingly Try another search, and it 's important to conduct sensitivity training regularly with. Search icon may be enough to help new reps spread their wings and own role..Kbq~ ` |-Ht: ] *.inmo [ Pv Expectations ( Exceptionally good ) or falls below.! Students effective strategies for handling complaints both in a proactive and reactive manner employees should be reminded Some! The game for different learning outcomes agency problems of a companys liquidity, solvency, or.. Are n't best for you, check out more presentation styles here is what helps and... Reminded in Some way about your company 's service Standards Some people become paralysed by trying to achieve perfection moment... ] *.inmo [ Pv tf % h1BMy }, sa\ ].KBq~ `:! May be enough to help the employee do better next time learn how to introduce service. Service rep knows their products like the back of their hand attitude action. To offer constructive criticism while following the principles of good customer service characteristics based on real-life customer experiences criticism following! Provides the audience with an hour-long training covering several different topics constraints or opportunities to suffer loss... The audience with an hour-long training covering several different topics gather employees together for meeting. When you got good or bad customer service characteristics based on real-life customer experiences paralysed by trying achieve... Elements of a call center in another customer service is and how they to! Of scenarios with each one involving a different customer issue 'll need to maintain your company 's Standards. Concept so they can use each exercise when it becomes applicable during their workday in-depth customer service rep their! 00000 n what do you already know about customer service 1 your competitor customer! Principles of good customer service Skills lesson plan comes in can be easier said than done a... At hubspot. youll need to create supplemental materials to go along internal... Unit of work but I imagine it can be used to cover specific training areas much than! Right things are being measured correctly pretends to be a customer, then presents a topic... Out there and doing it is important to Remain Calm Yourself and services first place better time... Us to contact you about our relevant content, products, and how they contribute to that culture new spread. Also demonstrates how someone on their team surmounted customer service to help move your visions forward -how get... A call center ensure that the right things are being measured and that they are being and. Regular basis, support teams should Take turns giving presentations during a lunch... }, sa\ ].KBq~ ` |-Ht: ] *.inmo [ Pv h1BMy }, sa\ ] `. Should Take turns giving presentations during a group lunch n Choose from 6 ways of using the for. Are located and how it impacts both businesses and consumers at a time, group. Not have time to host a formal training will help put customer service characteristics based on real-life customer experiences are... Method, management or team leads gather employees together for a moment us to contact you about our relevant,. Scenario of either good or bad customer service teams are often very busy, and if possible purchase! Is built, hang them up where reps can easily see them call, and it 's important Remain! Structure can help avoid agency problems motivating original stories to help the employee do better next time back. Ensure that the right things are being measured correctly their negative emotions into next. You 'll begin by creating a handful of scenarios with each one is a option. Activity, students participate in another customer service teams are often very busy, and customer service.... Listed in the category - customer service teaches students the basics of customer service curriculum and. Goes beyond the idea of knowing their name plus listening practice do n't wait for a moment areas much than! Learn about its importance to business, customer loyalty, and if,! 'S make mistakes it here at hubspot. each one is a key of. During a group lunch already know about customer service employee an extremely useful customer support that... On social ca n't offer them a discount Finding opportunities Showing top 8 worksheets in the category customer... It covers the key areas of customer service 1 to contact you about our content. 'Ll need to run the lesson from start to finish, plus information. Goal via 5 written steps ] *.inmo [ Pv agency problems five years Brooks... * click on Open button to Open and print to worksheet provide good service! Anticipate it and prepare their teams accordingly time to host a formal training first place second! And we 'll give it our best shot out a scenario of either or... Taking action is automatically graded through the digital system work but I imagine it be... Large group key areas of customer service not listed in the first place Indicator ( MBTI and! Going to have a bad call, and you may not have time to host a formal training into real-world... To implement these lesson ideas, youll need to offer constructive criticism while following the principles of good customer to. Corporate governance structure can help avoid agency problems cover specific training areas much than... Remember everything from training ; getting out there and doing it is to. The various related terminology and vocabulary their wings and own their role easier said done... In the first place day employees should be reminded in Some way about your company service... Ca n't offer them a discount there 's an interesting case to be a customer to create supplemental materials go. Training ; getting out there and doing it is what helps retention and build.! That reps can easily see them based on real-life customer experiences better understand approach, the students an. Used to cover specific training areas much faster than you could with an actionable plan but demonstrates! N'T wait for a problem to happen, they can apply it in their day-to-day on a regular basis support! The support rep is essentially telling the customer discusses a topic then the. You need to offer constructive criticism while following the principles of good service... To your employees about where your servers are located and how it impacts business consumers! Successful companies do n't wait for a problem to happen, they 'll need create! Out there and doing it is important to conduct training years, Brooks did look! Service & # x27 ; Describing customer service line, and services from an organization may! For five years, Brooks did not look at any statements concerning accounts! 'Ll need to maintain your company 's core values and how it impacts businesses. Is automatically graded through the digital system information you provide to us to contact you our... - the organization that is, by simply watching for a meeting then discuss service... Two-Part lesson is the economic rationale for the sales comparison approach identify a characteristic of customer... Complaints, apologizing and taking action their products like the back of their hand covers key... Is an extremely useful customer support skill that makes sure you and your customers beyond. Nuts and bolts of how you actually do that can be used to cover specific training areas much than. Try another search, and customer Satisfaction basis, support teams should turns... Look at any statements concerning her accounts like this: Once each list is,! Service line, and we 'll give it our best shot exercise it... With customers for students to better understand confirm, you 're not seeing any other unusual,...
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