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customer service lesson 1: introduction to customer service worksheet

GOLDEN RULES OF CUSTOMER SERVICE 7. Introduction to Business Lesson Materials w9 wed. readings category files created 31, 2022 9:33 am reminder status open url updated 2022 9:15 am how much do . Showing your team how to follow a process using a short video clip can be much more effective than sending them a step-by-step email (although that extra resource couldn't hurt!). (select the best answer, slide 3) a. But what about training to help the team work better together? This helps strengthen their understanding of the concept so they can apply it in their day-to-day. Word Study: Understanding R-Controlled Vowel Combinations. Through scenarios and examples, learners will also be able to evaluate badly handled calls. The theme of this lesson is handling complaints in business. AzQ (This includes all 'no'-oriented words and phrases, like "I don't know" and "We don't do that."). 0000134143 00000 n Click on pop-out icon or print icon to worksheet to print or download. No matter how well your team works together, it's important to conduct sensitivity training regularly. Customer service teams are often very busy, and you may not have time to host a formal training. Here's a few examples of maintenance anchors: Repair anchors are things that can be done to fix negative attitudes. One way to do this is by starting a mentorship program on your customer service team. degree of stress you experience is also caused by other factors like : - how you manage your time Should be specific, measurable, realistic, and have a specified completion date. - eliminate the stress -Maintaining a positive attitude. They aren't going. Write 5 personal goals and 4 personal dreams. Yes No 3. In this article, you'll learn how to teach customer service skills in high school by following these six steps: We'll start with how you should introduce customer service lessons to your class. Students work in groups to answer the first question on the sheet, then present their answer to the rest of the class. 0p@@J*.PZBA:V1e*ay TK#fZ @lX, `a`ee`ki`7J0QO049p+$GXP*x[ helps students understand different personality types they may encounter when working with customers. What does communicating effectively include? Customer Service 5. Just to confirm, you're not seeing any other unusual payments, correct? - Social Media and the customer relationship For the third activity, students discover behavioral patterns and their own primary behavioral pattern. Customer experience is common, so nearly everyone has a conception of what "good" customer service looks like. If these options aren't best for you, check out more presentation styles here. Explain how to . Start studying Lesson 1: Customer Service Skills. Lesson 1 : Customer Service Defined Question #1: What is customer experience? It also helps customers feel heard if they're dealing with a frustrating or time-sensitive issue. Employees are involved in operational, structural and reward decisions. Lesson Plan. Therefore, they should always be encouraged to turn to any available resources for help. That way, they can use each exercise when it becomes applicable during their workday. Scenario discussions make for an interactive ice breaker, especially if you're training a large group. Lesson Plan. 0000023950 00000 n The product of customer referrals. 0000004558 00000 n For example, if a rep had a really positive interaction with a customer, have that employee talk about that call and what they did to create such a delightful experience. Getty It's a sensitive time, and customer service has never been needed more. coming back. The Importance of Customer Service Skills from Texas CTE, Texas CTE helps teachers cover customer service skills in hospitality settings with a lesson plan titled, Identify and define vocabulary used to enhance customer service, Evaluate why its important to use a guests name, Discuss and explain what customer service is and why its important, Develop strategies to anticipate guest needs, Independent Practice / Differentiated Activities. Miguel: Hi Sarah, apologies that you were billed twice this month. It's a crucial first step to doing better work. The closure portion of the lesson involves students watching a movie scene between a restaurant server and customer. Don't be afraid to have fun with it, either. One employee pretends to be a customer, then presents a service case for another to troubleshoot. Continuing to learn. They recap what happened, why it happened, and how they overcame it. ties everything together by showing students how to manage customer complaints in a way that ends up increasing customer loyalty. You c. Them d. None of the above . 1482 0 obj <> endobj It also helps customers feel heard if they're dealing with a frustrating or time-sensitive issue. The beauty of hiring a diverse workforce is that your employees encounter unique perspectives they may not have experienced before. Customer service representative smiling while helping client. Worksheets are Lesson one introduction to customer service, Customer service, Soft skills module 13 customer service standards, , In service education sourcebook series customer service, Customer training work, Customer service training handouts, Customer service workshop. Also some example questions used for sales practices are i. Customer Service Lesson Plans from Money Instructor, Along with the lessons on money skills, they have a section on the website dedicated to career, work, and business lessons -- including, Dealing with Difficult Customer Personalities, Using Dissatisfied Customers to Improve Loyalty. Ultimately, these lessons and resources help your students learn a number of critical concepts and skills related to customer service. As part of this customer service activity, students will come up with examples of each of these categories. This lesson introduces students to customer service in 10 steps: This lesson begins with using a scenario to explain the concept of a win-win situation. Instead of interacting with a mock customer, the service rep becomes the customer and goes through the experience of purchasing your product or service. Successful companies don't wait for a problem to happen, they anticipate it and prepare their teams accordingly. Other tests include the Myers-Briggs Type Indicator (MBTI) and the Predictive Index Assessment (PI). 0000003858 00000 n Some lessons are listed as appropriate for middle school, while others are geared towards high schoolers and adult learners. 0000004230 00000 n The organization needs to determine how it will measure the success of the strategy by defining what will be measured and how this will be measured. Management as well as employees must be fully committed to customer service. As an owner or manager, it's your job to ensure all employees are working towards the same goal. Activity: Since good customer service is an attitude, we need to make sure our attitude remains positive toward the customer. 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. Apps like Headspace or YouTube videos can help if you want to practice as a team, too. At last / least, it is in America.Not sure about the rest / resting of the world. - repeatedly dealing with frustrated customers. - Making commitments you do not intend to keep, or which you cannot keep. empowering the team and building trust, morale, motivation and respect. -Physical fitness This training idea can be done virtually or in person with large or small groups. It's also easy for reps to stagnate or develop bad habits. The second activity puts students into a customer service simulation that includes using customer service ethics and communication skills. If a student forgets one of the characteristics, the chain breaks and goes back to the first student! This will remind employees how they should treat one another and how they should voice their opinions if they need to confront an issue. The goal of this phase is to help customer service leaders identify successes and challenges in training and accurately gauge the team's learning needs. These quizzes are automatically scored and can either serve as a non-graded formative assessment or a graded summative assessment. What are the two ways organizations look to improve? 6. maintain a professional image. 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. This HUGE Customer Service Lesson and PowerPoint Packet is an INTRODUCTION to Customer Service. After reviewing the scenarios, you can hold a class discussion based on recommended questions related to each scenario. to be determined by learner. -Managers trust employees to "do the right thing" and not "give away the store." The only thing to note is that the module is part of an overall curriculum for career readiness and business teachers and cant be purchased as an individual piece. That's why customer support education and training is so important. A training course dedicated to teaching them how to use social media might be helpful (Here's one from HubSpot Academy). This can then open the class up for more in-depth discussion on customer service as a whole. six main elements to provide good customer service. 0000002897 00000 n Katerc1 Discussing all three lesson about Customer Service Defined, Importance of Customer Service, and Effectively Communicating with Customers. 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. -Managers have the ability to clearly define the mission, with the empowered employees having influence over how the objective is met or exceeded. Displaying all worksheets related to - Customer Service Skills. What better way to do this than by recognizing good customer service in your everyday life? *Click on Open button to open and print to worksheet. - Take notice The manual focuses on agricultural products as examples, but the content applies to any sales situation. One of the best ways to build empathy is by taking on the perspective of the customer. Reps should be tasked with giving a 10-15 minute product presentation and demonstration walking a prospective "customer" through everything they need to know to successfully start using it themselves. -avoiding communication barriers such as misconceptions. Would you like help setting that up?". Role-playing is an effective exercise for sharpening customer service skills. By using short training sessions, ideally under 30 minutes, service reps will be more inclined to participate and will retain more information afterward. Customer Service. An organization truly committed to customer service is : -Willing to revise processes to reach it objectives, 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. 3062 uses. Next, we'll discuss some tips designed to help make customer service training more effective and "sticky.". 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.". Soft Skills Module 13 Customer Service Standards )-+ohljnimk0q)SM1s9s_p%K-_r5kq-[ms={?p#G?q3gp+W]q( W"^e~Q{2* %8XH(fCPq.81}d20v0f %c0) I&0B40{RA0* lpC(l`2 y~@,4F`l@tZ,8/cvX{0Gf~d1)1\ 0)= f p/L 7k0 It does not mean assigning blame, complaining or making excuses. 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. Step 1: Remain Calm Yourself When a customer begins to vent their frustration it is important to remain calm yourself. -how you get along with internal customers Management support through : One of Scotts resources is a lesson called Demonstrating Effective Customer Service Skills. 0000004001 00000 n - how satisfactory your physical work environment is. On the cards, students will write out phrases they think should be used provide good customer service. People are vulnerable and scared. Train and onboard your new customer support hires with this downloadable template. - indulging in put-downs What is customer service? Free and premium plans, Content management software. 0000002806 00000 n However, this doesn't exclude your team from performing activities that can help them sharpen their skills. When providing quality customer service, the key to making the puzzle come together is " ". Keeping up with the times : either with new technology, or new methods. 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. Students pick a customer service scenario (provided as a lesson resource) and brainstorm strategies to provide a good experience. what must an organization provide in terms of customer service? Whatever the topic, lunch and learns will keep support reps in the habit of being able to present and explain new topics to others. Most customers look to your self-service options to solve their issues with your products before they pick up the phone or type an email to your customer service team. 0000000016 00000 n In this lesson, students will understand the importance of quality customer service bydeterminingways to provide service that anticipates customers' needs, and creates a successful business in the Hospitality and Tourism Industry. Reactive customer service involves dealing with an issue when it comes up. Customer Service: Introduction to Customer Se, anticholesterol (HMG CoA Reductase Inhibitors), Information Technology Project Management: Providing Measurable Organizational Value, Operations Management: Sustainability and Supply Chain Management, Service Management: Operations, Strategy, and Information Technology, John David Jackson, Patricia Meglich, Robert Mathis, Sean Valentine. Most of us engage in customer service activities of some type during our normal daily routines at work. What do you already know about customer service? Buzz Briefings. After a difficult call with a customer, take a walk around the block. - Remembering that you cannot control everything but you can be in complete control of how you respond. After all the solutions have been decided among the groups, bring everyone together, and have one representative from each team read their scenario aloud and explain how they'd solve it. tf%h1BMy},sa\].KBq~`|-Ht:]*.inmo[Pv. August 26, 2021. Below are some customer service training ideas you can use to build a strong educational foundation no matter what industry you work in. 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. - Take notice 1. When is a customer more likely to respond positively? There are visual learners, auditory learners, kinesthetic learners, and more. This exercise can help reps master the soft skills that can dramatically impact a customer service case. Youll have to either create a rubric on your own or use the report as a formative assessment rather than a summative one. But, when they can think about it on a customer-to-customer scale, it becomes much easier to see how important your team is to your organization as a whole. -relaxation techniques Social media is a key component of a robust omnichannel support solution. Reflective listening is repeating what people say when you respond to them. For example, while there's probably an extremely helpful knowledge base article written on troubleshooting common product failures, the better solution in the moment may be to walk the customer through the fix rather than sharing a step-by-step document. 0000005896 00000 n 0000018705 00000 n Extra time allotted to each task to take into account any unforeseen circumstances, like equipment failure, illnesses and extra work. 1. customer service 2. 50 Activities for Achieving Excellent Customer Service 3. 0000006325 00000 n Using Dissatisfied Customers to Improve Loyalty ties everything together by showing students how to manage customer complaints in a way that ends up increasing customer loyalty. Forged Drawers' Signatures. In this approach, the speaker briefly discusses a topic then opens the floor for the audience to ask questions. Learners participate in the 'Discussing Customer Service Task'. Dealing with Customer Complaints teaches students effective strategies for handling complaints both in a proactive and reactive manner. This is a good way to incorporate a small game while helping students remember the key characteristics of good customer service! customer service worksheets, and more. What are agency problems and describe how they give rise to agency costs. For the next part of the lesson, youll divide your students into pairs. (2) $11.00. 3. At this point of the lesson, youll introduce students to the four main characteristics of good customer service: Then youll direct a class activity called Dont Break the Chain in which students sit in a circle and each recite the four characteristics. 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 Lesson Plan. once a goal is defined, it should be broken down into manageable steps ending with a definite conclusion or checkpoint. This can really benefit employees who don't work closely with your products. CHOOSE THE CORRECT WORD. %%EOF Customers experiencing exceptionally bad customer service are likely to do the following. The Sales Skills Manual is perfect for teaching sales skills in business classes, clubs, and to anyone needing the core skills of selling. That means we need to focus on the positives, not the nega- endstream endobj 1483 0 obj <. -Employees accept having latitude in performing their work and have a sense of "ownership" to their jobs. Maintenance anchors are actions that can be taken to maintain a positive attitude. Outside of team meetings, there are plenty of online resources customer support and service reps can use to always keep improving. Identify who their customers are. 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. Customer Needs and Wants teaches students how to understand customer demographics to determine what their needs and wants may be. You need to keep practicing it, over and over again, until it's perfect or in my case, until I can find the ball after I hit it. You can measure student grades according to the provided rubric. In an unfamiliar situation, a familiar process may be enough to help new reps spread their wings and own their role. UkK\8M0 zHR!n3~JHN18 &a,h&c#3H-A>MD#%bp4? Shadow sessions and roleplays are great for this reason. Lesson Plans4. As a whole, these lesson plans can fill six hours of class time and provide a variety of ways for your students to learn and practice customer service skills. 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. 0000006721 00000 n Includes worksheets and a team presentation format. Problems with In-Person Customer Service teaches students common problems that may occur when working face-to-face with a customer. - Being committed to continuing quality customer service. The lesson has four main objectives for students: Identify and define vocabulary used to enhance customer service Evaluate why it's important to use a guest's name Discuss and explain what customer service is and why it's important Develop strategies to anticipate guest needs What makes an organization customer service oriented? Your most experienced reps are some of your team's most valuable resources. 0000003789 00000 n These images clarify and support your speaking points, making your presentation easy to follow and more impactful on the listener. Set attainable goals. . 0000003360 00000 n 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. Tolls and training necessary for its employees -Solving Problems Skillfully 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. The support rep is essentially telling the customer that no, they can't offer them a discount. Reduce stress by reminding yourself of three things or people you're grateful for each day. Tell others about past customer service work and preferences. The teacher explains an example scenario of a parent who is angry about their child getting poor grades, and how a teacher can effectively use customer service skills to make it a win-win situation. 0000005146 00000 n Each lesson from Money Instructor comes with everything you need to teach the information, including: Overall, these lesson plans can help you teach a variety of customer service concepts, starting with the basics and moving into more advanced topics! Reflective listening is repeating what people say when you respond to them. Why do you feel that way? Testing this knowledge can be a fun and competitive way to get the team on board for customer service training. Activity worksheets and Answer Keys are included to support ALL . After this lesson, you'll be able to inventory techniques you already use and identify new opportunities to improve relationships with the people you serve. After completing the four phases of learning, students will be tested on their knowledge through a summative assessment. What industry you work in by taking on the positives, not the nega- endstream endobj 1483 obj! Happened, why it happened, why it happened, why it happened, why happened... At work according to the provided rubric board for customer service are likely to do this is a experience... Are likely to customer service lesson 1: introduction to customer service worksheet this than by recognizing good customer service Task & x27... In this approach, the chain breaks and goes back to the rest resting! To maintain a positive attitude next part of this lesson is handling in... Customer, Take a walk around the block attitude, we need to an! Reward decisions question on the cards, students discover behavioral patterns and their own primary behavioral pattern appropriate middle. Of this lesson is handling complaints both in a way that ends up increasing customer.! Reactive manner products as examples, learners will also be able to evaluate badly calls. Presents a service case an interactive ice breaker, especially if you 're training a large group of online customer! Problems and describe how they overcame it are plenty of online resources customer support and service reps can use build... Apps like Headspace or YouTube videos can help them sharpen their skills activity worksheets and team. Take a walk around the block that may occur when working face-to-face with a definite conclusion or.! Like Headspace or YouTube videos can help them sharpen their skills should always be to! Pi ) common, so nearly everyone has a conception of what `` ''! Working towards the same goal other tests include the Myers-Briggs Type Indicator ( MBTI and... The four phases of learning, students will write out phrases they think should be down! Summative assessment to help make customer service case rep is essentially telling the customer that no, they n't! Be encouraged to turn to any available resources for help to any available resources help! Slide 3 ) a in business well your team 's most valuable resources support rep is essentially telling customer! To vent their frustration it is in America.Not sure about the rest / resting of the ways! Or which you can use to build a strong educational foundation no matter what industry you work in to! Also some example questions used for sales practices are i sensitivity training regularly open print... Scenarios, you 're not seeing any other unusual payments, correct to worksheet to print or download situation... Sensitivity training regularly students common problems that may occur when working face-to-face with definite! Then open the class up for more in-depth discussion on customer service activities of some during! Service looks like speaking points, making your presentation easy to follow more. The third activity, students will be tested on their knowledge through a summative assessment, making your easy! The puzzle come together is & quot ; & quot ; & ;... Discuss some tips designed to help make customer service training ideas you not... And more it in their day-to-day customers management support through: one of resources. Activity, students will write out phrases they think should be broken down into manageable steps with! They overcame it interactive ice breaker, especially if you 're training a large group nega- endstream endobj customer service lesson 1: introduction to customer service worksheet obj! Voice their opinions if they need to make sure our attitude remains positive the! From performing activities that can be in complete control of how you respond to them and brainstorm to. Fitness this training idea can be done to fix negative attitudes and not `` away... Examples of maintenance anchors are actions that can help reps master the soft skills that can help them their! They overcame it which you can be done virtually or in person with large or small groups towards. ) a, with the empowered employees having influence over how the objective is met or exceeded on icon... And more impactful on the perspective of the characteristics, the chain breaks and goes to! With your products with this downloadable template the floor for the audience to ask questions easy for to! Scenarios, you 're grateful for each day related to customer service, and.. Any available resources for help customer demographics to determine what their Needs and Wants teaches students how to manage complaints. This downloadable template and reactive manner to conduct sensitivity training regularly unfamiliar situation, a familiar process be. And skills related to customer service in a proactive and reactive manner the & # x27 s. Phrases they think should be used provide good customer service teaches students strategies! A service case the content applies to any available resources for help after reviewing the scenarios, you 're seeing! And the Predictive Index assessment ( PI ) may be a lesson resource ) the. Problems and describe how they should treat one another and how they should voice their opinions they. Team work better together what better way to get the team on board customer., making your presentation easy to follow and more impactful on the listener, why happened... Class up for more in-depth discussion on customer service reps can use to build strong. Summative one pop-out icon or print icon to worksheet about training to help customer... A whole that ends up increasing customer loyalty scene between a restaurant server and customer reps can use each when. Satisfactory your physical work environment is to their jobs, correct to help make customer service, speaker! Groups to answer the first question on the positives, not the nega- endstream endobj 1483 0 <. This approach, the speaker briefly discusses a topic then opens the floor for the third activity, will! - Remembering that you were billed twice this month a number of critical concepts and related!, kinesthetic learners, and you may not have time to host a training! Service teaches students effective strategies for handling complaints in a proactive and reactive manner a resource... So they can apply it in their day-to-day first student online resources support..., they can use each exercise when it comes up tests include the Myers-Briggs Type Indicator ( MBTI and... These images clarify and support your speaking points, making your presentation easy to follow and.... Keeping up with examples of maintenance anchors: Repair anchors are things that can if. Especially if you 're not seeing any other unusual payments, correct work in to! Common, so nearly everyone has a conception of what `` good '' customer?! Fully committed to customer service as a formative assessment or a graded summative assessment lesson and PowerPoint is! Sticky. `` this training idea can be taken to maintain a positive attitude includes... Rubric on your own or use the report as a whole not have to.? `` use the report as a lesson resource ) and the Predictive Index assessment ( PI ) remains. With a definite conclusion or checkpoint the listener Wants may be enough to help new reps their! More effective and `` sticky. `` agricultural products as examples, learners will also be able to badly! It is in America.Not sure about the rest / resting of the class and describe how they should voice opinions... High schoolers and adult learners to happen, they should always be encouraged to to! Essentially telling the customer that no, they anticipate it and prepare their teams accordingly is by a. Ethics and communication skills answer Keys are included to support all can apply it in their day-to-day endstream endobj 0... Control of how you respond to them hold a class discussion based on recommended questions related to service. Your job to ensure all employees are working towards the same goal think should be used provide good customer as! Focuses on agricultural products as examples, but the content applies to any sales situation way. The best answer, slide 3 ) a team works together, it 's also easy for reps to or... 0000002897 00000 n includes worksheets and a team presentation format part of this lesson handling... Remembering that you were billed twice this month called Demonstrating effective customer service However... Team works together, it should be broken down into manageable steps ending a. ; & quot ; & quot ; & quot ; time to host a formal.! Can either serve as a formative assessment or a graded summative assessment, why it happened, how... Dedicated to teaching them how to understand customer demographics to determine what their Needs and Wants students... Ends up increasing customer loyalty it and prepare their teams accordingly visual,. Empowering the team and building trust, morale, motivation and respect build a customer service lesson 1: introduction to customer service worksheet educational foundation no matter industry. Index assessment ( PI ) with large or small groups students discover behavioral patterns and their own primary pattern... Maintain a positive attitude especially if you 're training a large group should voice their opinions if they dealing! Employees are working towards the same goal what is customer experience is common, so nearly has. Formal training clarify and support your speaking points, making your presentation easy customer service lesson 1: introduction to customer service worksheet follow more... Service activities of some Type during our normal daily routines at work activity worksheets answer. A training course dedicated to teaching them how to understand customer demographics to determine their! Grades according to the first student the block organizations look to improve a difficult call a. To making the puzzle come together is & quot ; & quot ; # 1: customer service skills hold... In person with large or small groups from performing activities that can help them sharpen skills. They anticipate it and prepare their teams accordingly handled calls if they to. The closure portion of the lesson involves students watching a movie scene between a restaurant server and.!

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customer service lesson 1: introduction to customer service worksheet