Customer service is tough.

The expectations of the role might seem clear — it'due south about helping and guiding customers to solve their problems and reply their questions.

But the nuts and bolts of how you actually do that can be easier said than washed.

That's why client support pedagogy and training is and so important. To retain customers and keep them happy so you can grow your business, you lot need to prioritize employee training and so they're equipped to see customer needs. In fact, we found that client-centric companies are 60% more profitable than companies that don't prioritize customer service.

Your customer service training should cover iii aspects of the service function: attitude, skills, and knowledge. Developing your squad in each of these areas can provide them with a well-rounded skill fix to tackle nearly any customer consequence.

Below are some customer service preparation ideas you can utilize to build a strong educational foundation — no matter what industry y'all work in.

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Graphic Depicting 9 Customer Service Topics to Coach Your Team

ane. Reflective Listening

Reflective listening is repeating what people say when y'all respond to them. This is an extremely useful customer support skill that makes sure you and your customers are on the same page. It too helps customers experience heard if they're dealing with a frustrating or time-sensitive issue.

To practice growing your reflective listening skills, break team members into pairs, and inquire them to take turns responding to their partner past reflectively listening.

Here'south an instance:

Sarah: Hi, there was more money taken from my account than usual, and I didn't authorize that. I need my money back.

Miguel: Hi Sarah, apologies that you were billed twice this calendar month. I'll make sure to go you your money back in total. But to ostend, you're not seeing whatever other unusual payments, correct?

Taking the time to echo Sarah'due south event back to her helps Miguel to rapidly place and diagnose her issue, as well as assure Sarah that help is on the way for her problem.

ii. Product Demonstration

A great examination that new support reps should take before getting on the phones is a product demonstration. Product demonstrations are deep-dives that brand sure service reps know the production or service inside and out.

Reps should be tasked with giving a 10-xv minute product presentation and sit-in — walking a prospective "customer" through everything they need to know to successfully start using it themselves.

Managers should listen for their ability to succinctly and clearly explain complicated topics — and to make sure they know how to utilise and explain every facet of the product, its website or app, and its features.

3. Call Review

Feedback is the breakfast of champions — and of support, reps too.

Call reviews are a common exercise amongst successful customer support teams. (We do it here at HubSpot.) Periodically, teams should gather to heed to a recorded call with a client and talk about what went well, and what can be improved. Real calls tin can give you insight into real expectations, and input from team members can provide a unique perspective to assist reps constantly improve.

4. Customer Service Preparation Presentations

1 of the nigh traditional ways to train customer service teams is through a presentation. With this method, management or team leads assemble employees together for a meeting then hash out a service topic in-depth. This lets the speaker bear on specific training material while giving the residual of the team a chance to provide feedback or ask questions.

In that location are a few types of presentations you can utilize to conduct training. Permit's review some below.

Visuals

Visuals like PowerPoints and graphics are a corking manner to hook in a larger audience. These images clarify and support your speaking points, making your presentation easy to follow and more impactful on the listener.

PowerPoints are a proven format for customer service training; all the same, if you are going to take this route, be sure to avoid some of the common pitfalls outlined in this video.

Storytelling

If y'all're looking for a motivational format, you can effort storytelling. With this presentation, the speaker retells experiences that are relevant to their audition. They recap what happened, why it happened, and how they overcame it. This not only provides the audition with an actionable plan only besides demonstrates how someone on their team surmounted customer service roadblocks.

Instruction

Educational activity should be used when presenting a new or complex topic to your audience. For example, if y'all're launching a new product, you may concord an instructional presentation explaining what it is, how it works, and why it was created.

In these scenarios, speakers often use metaphors and paradoxes to compare confusing points with other topics that the audition is more familiar with. This makes a complex topic much easier to sympathize because the speaker has connected it to a relatable concept.

Q&A

Question and answer, or Q&A, is a presentation mode that's more intimate than the ones listed above. In this approach, the speaker briefly discusses a topic then opens the floor for the audience to ask questions. This is great for smaller audiences considering each person has the opportunity to participate in the group word. Q&A'south are an splendid format for keeping employees engaged, merely they practice require your speaker to have extensive cognition of the presentation topic.

If these options aren't best for yous, check out more than presentation styles hither.

5. Sensitivity Preparation

The beauty of hiring a various workforce is that your employees encounter unique perspectives they may not have experienced before. While that variety is slap-up for fostering new ideas, it can also pb to friction between teammates.

As an possessor or manager, it'south your job to ensure all employees are working towards the same goal. Sensitivity grooming is an exercise that helps employees understand their professional goals too equally their personal biases. Past diving into these topics in-depth, employees tin ameliorate understand one another and exist more considerate of their differences.

No matter how well your team works together, information technology's of import to carry sensitivity training regularly. This will remind employees how they should care for one another and how they should voice their opinions if they need to confront an issue. Past reviewing these ideas consistently, new hires volition feel more comfortable when joining your team, making them more productive early.

6. Customer Experience Simulation

Customer experience simulation is substantially the reverse of role-playing. Instead of interacting with a mock customer, the service rep becomes the client and goes through the experience of purchasing your product or service.

The do good of this exercise is that reps can see the roadblocks they troubleshoot from the perspective of the user. They can relate to the frustration or disappointment that customers feel when something goes wrong or when expectations aren't met. That fashion, when they're working with existent customers, they have a meliorate understanding of what people are going through and how to resolve their issues.

seven. Social Media Training

Social media is a fundamental component of a robust omnichannel support solution. In fact, customers expect great customer service from brands on social media channels. Most 49% of consumers say they'll unfollow a business on social media due to poor customer service, then your team needs to accept resources dedicated to supporting these channels.

However, social media is yet relatively new to client service, and not all of your reps may be as experienced with using these platforms for professional needs as opposed to personal updates. A training course dedicated to pedagogy them how to use social media might be helpful (Here's one from HubSpot Academy). That fashion, communication will be smoother on social channels and volition create more delightful customer experiences.

8. Production Breakdowns

If your visitor sells a physical product instead of software or services, it tin be helpful for employees to come across how the product works, inside and out. Take your production apart in front end of your employees and show them step-past-footstep how information technology'southward put together. Educate them about where your product's resources come from and how the manufacturing process is carried out daily. This can really benefit employees who don't work closely with your products.

If your product is software, plain, information technology can be tricky to take autonomously. So, instead, talk to your employees almost where your servers are located and how your software is powered. Discuss contingency plans for potential shutdowns and what employees tin share with customers if they inquire near sensitive information. When y'all're supplying software to businesses, it's not uncommon to receive phone calls from their IT teams and information technology can really make your support team stand up out if they can relay this information offhand.

9. Corporate Culture Preparation

Corporate culture is extremely important for customer service employees. That'due south because they're working on the front lines with customers, interim equally the face up of your business. If they don't believe in your company's culture, your customers certainly won't either.

Corporate civilisation preparation doesn't have to be extensive, just it should exist consequent. Every mean solar day employees should be reminded in some way about your company's core values and how they contribute to that culture.

One way to do this is with a culture code. This resources lists all of the company's values and what it expects from its employees. This volition assistance yous concur employees accountable and show customers that you lot're committed to creating a positive experience.

x. Crunch Advice

Every visitor makes mistakes, just the best companies know how to clean up their messes. And, they know it starts with their client service teams.

Successful companies don't wait for a problem to happen, they conceptualize it and set their teams accordingly. They create crisis communication plans and educate every rep on how to respond to common questions that customers will accept for the business. This preparation tin can be the divergence betwixt your team saving loyal customers or losing them to churn.

Customer service teams are often very busy, and you may not have time to host a formal training. Still, this doesn't exclude your squad from performing activities that can help them sharpen their skills.

If this is the case for your business, yous should endeavour the exercises below for improving customer service skills.

Graphic Depicting 10 Customer Service Training Exercises to Help Your Team Learn Communication and Empathy

1. Mock Calls

Along the aforementioned lines as the reflective listening do, mock calls are a fourth dimension-tested strategy for practicing a job before really doing it.

Team members should be paired up and given real scenarios that customer back up reps accept to tackle every day — easy ones, and hard ones, too. Have support reps accept turns serving as the customer and the back up rep so they can get an idea of how to handle mutual issues — and how to adapt during stress-inducing calls.

Squad members playing the function of the customer should feel free to exist creative — all customers are different, and support reps should exist prepared to adapt to unlike situations and personalities before they get on the phones with existent customers.

ii. No 'No's Allowed

This practice volition teach back up reps how they can still be helpful if they don't give a customer the respond they want to hear.

At that place'due south only 1 rule: No saying 'no.' (This includes all 'no'-oriented words and phrases, similar "I don't know" and "We don't do that.")

This exercise volition challenge back up reps to reframe the conversation with a customer when, in fact, the answer truly is 'no.' 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.

Team members should be put into pairs and have turns role-playing the customer and the back up reps. "Customers" should make large, bold requests that support reps can't say 'no' to — merely instead, have to effigy out a solution-oriented response.

For example, if the customer asked for a disbelieve that the support rep wasn't authorized to offer, instead of proverb 'no,' the rep could say, "If yous're looking to reduce the cost of your CRM subscription, I could help you consolidate your database to nether 1,000 contacts. Would y'all similar help setting that upwardly?"

The back up rep is essentially telling the customer that no, they tin can't offer them a discount. But, by offering alternative options, the customer might feel similar the support rep is on their side, and won't go frustrated by what they perceive as stubbornness or inflexibility.

3. Role Playing

Improving your customer service skills is similar improving your golf game swing. You need to keep practicing information technology, over and again, until it'due south perfect — or in my case, until I can find the ball later on I hit it.

Role-playing is an effective exercise for sharpening client service skills. 1 employee pretends to be a customer, so presents a service case for another to troubleshoot. In one case the case is solved, reps switch places and echo the scenario.

Role-playing lets reps piece of work on both communication skills and their troubleshooting process. Since it'due south not a real customer, reps have a safety net that lets them practice new techniques they may not have tried before. If your team works with customers contiguous, this exercise gives them a live surroundings to perfect their skills without risking customer churn.

4. Tiffin and Learn

On a regular basis, support teams should take turns giving presentations during a group lunch. The topic doesn't matter — it can be piece of work-related, or it can be a presentation well-nigh their recent vacation photos, or an organization they volunteer with. Whatever the topic, lunch and learns volition go along support reps in the habit of being able to present and explain new topics to others.

This is a disquisitional skill for support reps, especially when onboarding new customers who might be completely unfamiliar with how to use a product or service. Additionally, the lunch and learns will provide a safe space for reps to practise — and to learn near each other outside of work.

5. Meditation

Sometimes, working on the front lines of customer support tin can be really stressful.

No matter how hard you try, sometimes y'all might get the blame for a problem that's completely out of your command. You lot might besides receive the burden of a customer's frustration and be presented with feedback that isn't particularly diplomatic.

Whatever the instance, meditation tin can be a helpful tool for regaining and establishing mental relaxation — even in the centre of a busy workday.

Dedicating time to meditation, mindfulness, and relaxation — and encouraging employees to utilise it for that purpose — will assist railroad train them to de-stress and stay positive during those tough moments with customers. Apps similar Headspace or YouTube videos tin help if you desire to do as a team, too.

half dozen. Personality Tests

This isn't specific to client back up, just it's a skilful idea for new reps to take a personality test to larn how they piece of work and communicate best with others.

One framework you can use is the DiSC profile, which evaluates people's behavioral and personality differences. Hither's an example profile beneath.

DiSC Assessment chart

Source

Other tests include the Myers-Briggs Type Indicator (MBTI) and the Predictive Index Cess (PI). All of these tin can give support reps helpful insights into how they work best, how they communicate with others, and possible sources of disharmonize they might meet.

You tin't control the customer'south personality — but you tin can command your own reactions and responses. Learning the 'why' backside your actions is a good commencement step.

7. Call Your Competitor

Your service reps are responsible for keeping customers from running to your competitors. This makes information technology just fair that your squad should know what they're upwards confronting.

Accept your team telephone call your competitor'due south customer service line, and if possible, purchase one of its products or complimentary trials. Ask routine questions and pay attention to different details during the call, like the rep's tone, the cadence of their voice, how quickly they were able to provide an respond, what blazon of follow-upwardly options they offered, etc. These interactions will prepare the standard that your team will have to surpass.

viii. Employee Testimonials

Your about experienced reps are some of your team'southward most valuable resource. They've seen your product and visitor grow with its customer base and accept been present for all the speed bumps and roadblocks along the way. Use their stories equally testimonials for how your new reps should be treating customers.

For example, if a rep had a really positive interaction with a customer, take that employee talk about that call and what they did to create such a delightful experience. Or, if the interaction is significantly negative, discuss the missteps that were taken and what could be done next time to avoid a similar outcome. This exercise tin assist reps chief the soft skills that can dramatically touch on a customer service case.

nine. Mental attitude Anchors

Mental attitude anchors is an action that helps reps manage their emotions. Split up your team into groups and have each one brainstorm 2 different types of anchors: maintenance anchors and repair anchors.

Maintenance anchors are actions that can be taken to maintain a positive attitude. These are things that reps use during a call to continue them motivated and optimistic. Here's a few examples of maintenance anchors:

  • Manage work-life balance by spending time with friends and family subsequently piece of work.
  • Bring your best cocky to work past getting enough sleep each night.
  • Reduce stress past reminding yourself of three things or people you're grateful for each day.

Repair anchors are things that can be done to set negative attitudes. These are activities that are performed after a phone call then reps can chop-chop bounce back and work with some other client. Every rep is going to accept a bad phone call, and it's important to non carry their negative emotions into the side by side one. Repair anchors might look something similar this:

  • After a hard call with a customer, accept a walk around the block.
  • When you're non able to solve a trouble for your customer, requite yourself positive affirmations similar "I did my best, and I'thousand proud of that."
  • If you're feeling less motivated than usual, have a conversation with a coworker or family unit member y'all admire to lift your spirits.

Once each listing is built, hang them up where reps can easily meet them. That way, they can apply each practise when information technology becomes applicable during their workday.

x. Customer Letters

If reps are feeling undervalued by your customers — or fifty-fifty upper management — accept them write customer letters. These are messages written from the perspective of the client and addressed to the customer service employee.

This practice lets reps reflect on all of the proficient things they've done for their customers. And, that's important too, because information technology can oft be difficult to measure the value that customer service reps bring to a business concern. Just, when they tin think nearly it on a client-to-customer calibration, it becomes much easier to see how of import your team is to your system every bit a whole.

Graphic Depicting 8 Customer Service Training Ideas to Help You Plan Onboarding

one. Shadow support calls.

Whether you're training a new rep or a more than experienced one, shadowing support calls is a hands on way for them to understand a few things nigh the style your company handles service interactions.

First, they'll get a sense of the types of calls that come in. After plenty calls, they'll start to predict some of the about common issues.

Side by side, information technology'll become clear to your reps which types of solutions work best for specific situations. For example, while there's probably an extremely helpful noesis base article written on troubleshooting common product failures, the improve solution in the moment may be to walk the customer through the fix rather than sharing a step-by-step document.

Finally, new and experienced reps volition catch on to the cadence of the conversation the rep has with various customers. Some may want to get straight to the point without much pocket-size talk while other customers volition appreciate the representative building rapport with them.

ii. Review customer service standards.

As your team becomes acclimated to the processes and procedures for serving customers, they'll need to maintain your company's service standards. Sometimes, standards can autumn by the wayside when coming together a quota is the immediate goal for the squad each week. Having coincidental conversations about your company's customer service standards absolutely counts as training and information technology's a unproblematic way to keep this disquisitional goal at the core of your processes and daily activities.

A slack message, email, or quick argument in a stand-upwardly meeting are all ways to keep client service standards at the forefront of everyone's minds.

3. Cover specific trainings quickly.

Microlearning breaks downwards employee preparation into manageable chunks which helps reps learn faster and quickly apply each teaching. Past using short preparation sessions, ideally under 30 minutes, service reps volition be more inclined to participate and will retain more information afterward.

Microlearning can be used to embrace specific training areas much faster than you could with an hour-long grooming covering several different topics. Microlearning training sessions can cover topics such as the most common client complaint or a documentation procedure.

4. Practice beingness a expert customer.

One of the best ways to build empathy is by taking on the perspective of the client. What better way to do this than by recognizing good customer service in your everyday life?

There's an interesting case to be fabricated that being a proficient customer begets nifty customer service. Making center contact, smiling, and being amicable can go a long way to get the best service from a customer representative.

Once you exercise receive this earth-form service, study the reps' techniques. How do they reply your questions? Do they confirm your issue and then they can offer the all-time solution? All of these factors and more can be uncovered just by being a customer yourself. The best function is, you can immediately apply what you've learned from those interactions with your own customers during your next calls.

5. Conduct rapid-fire product Q&A.

Any great client service rep knows their products like the back of their hand. Testing this knowledge can be a fun and competitive fashion to get the team on board for customer service training.

vi. Host scenario discussions.

As a managing director, you can review your knowledge base of operations or product playbooks to create trivia-style questions that reps tin answer individually or on teams. The friendly competition and gamification of the training session tin aid reps confirm what they already know and retain what they don't so that after the game is over, they tin utilise their product noesis when offering solutions to client issues.

Scenario discussions make for an interactive water ice breaker, specially if y'all're grooming a big group. You'll begin by creating a scattering of scenarios with each i involving a unlike client issue. At that place's no solution included in the scenario.

Next, break the group into smaller teams to discuss the scenario. And then, each group will decide on a course of activity to assistance the customer in the given situation. Afterwards all the solutions have been decided amidst the groups, bring everyone together, and take 1 representative from each team read their scenario aloud and explain how they'd solve it. This preparation thought can be done almost or in person with large or small groups.

7. Show rather than tell.

Panopto discovered in a 2019 study that employees are 75% more likely to watch a video than read text. Couple this finding with the microlearning statistics nosotros mentioned earlier and yous've got a powerful training tool that your team will be inclined to use.

Showing your team how to follow a process using a curt video clip can be much more effective than sending them a step-by-step email (although that extra resources couldn't injure!). Showing the problem and the solution in the same video can make the context of the preparation more articulate, particularly if you add a voiceover to the video. Tools similar Loom and Zoom tin make video training quick and easy.

viii. Review noesis base materials.

Most customers expect to your self-service options to solve their issues with your products before they choice up the phone or type an electronic mail to your customer service team.

This grooming tip covers 2 goals in one. First, your reps tin can review the materials in your knowledge base of operations to better solve customer problems. Subsequently all, if you're sending your customers to the knowledge base of operations, it should exist upwards to engagement and helpful, right?

In the case that it needs some piece of work, the second goal tin be accomplished. Your reps will notice outdated or inaccurate information that can be updated to provide a better cocky-service feel for the customer.

nine. Offset a mentorship plan.

As a director, you can't exist everywhere at once no thing how hard you try. Training should be an ongoing priority on your team whether yous oversee all aspects of it or if you lot delegate parts to team members that are best suited to carry them out. One way to do this is by starting a mentorship plan on your customer service team. Whether information technology's formal pairing or a more casual connection, y'all can rely on more experienced reps to aid train those just starting out.

Many of the tips, topics, and ideas nosotros've mentioned thus far can aid your team provide exceptional customer service from the client's perspective. But what about training to help the team piece of work better together?

10. Request feedback.

After each preparation session, you'll want to request feedback from the squad to assess whether the method, content, or commitment were helpful or harmful to their learning. This data tin be collected quantitatively through a rating organisation or qualitatively in an open-concluded survey. No matter the format, receiving feedback on your grooming program is a chief manner to make it better and so your reps can do the piece of work they do best.

Side by side, we'll discuss some tips designed to assistance make customer service training more than effective and "sticky."

1. Start with mission.

Customer experience is mutual, so nearly everyone has a conception of what "proficient" customer service looks similar. However, those conceptions may not be concrete enough or align with the vision you have for your organization.

With that in mind, start by setting expectations so that anybody begins on the same folio. Define the mission and big picture show as well equally their role within it.

two. Double down on communication training.

Customers don't only desire their problems solved for them; they want to exist heard. Practicing active listening and communication techniques is paramount to delivering neat experiences, and by cultivating these skills amidst your team, you're setting them upwards for success.

Even better, if you lot affect these concepts early on, they'll be equipped with new skills to exercise during the balance of the training (which is a win-win for you equally the trainer).

iii. Make preparation fun and engaging.

People learn in unlike ways. There are visual learners, auditory learners, kinesthetic learners, and more. That ways that sitting new employees downwards in front of a training video volition non be enough for maximum retention and, even worse, could effect in a snooze fest.

To make your training effective, yous much engage your reps. This tin be washed with interactive elements designed to keep them on their toes and interested in the material. Don't be agape to accept fun with it, either.

4. Connect training to real-life scenarios.

If you do end upwardly using games or other alternative methods to teach certain concepts, ever circle back to reinforce the mission and their office. This helps strengthen their agreement of the concept so they tin apply it in their day-to-day.

Shadow sessions and roleplays are great for this reason. They can go a experience for real-life scenarios they'll encounter before they're immersed in them.

5. Emphasize the procedure.

In an unfamiliar situation, a familiar procedure may exist plenty to help new reps spread their wings and own their function. In other words, knowing what to do when they don't know what to do volition empower them to take on situations they're unfamiliar with.

That's why information technology's of import to accept processes and systems in place and emphasize the adoption of those early on.

6. Supply robust internal resources.

Reps won't call back everything from training; getting out there and doing it is what helps retention and build competency.

Therefore, they should always be encouraged to plow to any available resources for help. Wikis, cognition bases, and other forms of internal documentation can assist reps assist themselves (if those resources are organized and maintained).

7. Provide ongoing training.

Information technology's as well easy for reps to stagnate or develop bad habits. Ensure that you're providing ample continuing education to reinforce what they learned in onboarding and further the evolution of their skills.

Customer Service Training Your Team Will Love

Outside of team meetings, at that place are plenty of online resources client support and service reps can use to always keep improving. Whether your customer service team is short on time, or completely remote, these topics, tips, and ideas are sure to become your reps excited and motivated to deliver the all-time service to your customers. A mix of interactive, squad-oriented, and roleplay activities will go on training interesting for you reps so they understand and remember the information.

If y'all're ready to programme your next customer service training session, apply the template below to get started.

Editor's note: This post was originally published in July 2020 and has been updated for comprehensiveness.

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Customer Support Training Template

Originally published Aug 26, 2021 12:00:00 PM, updated May 04 2022