Training Plan for Phone-Based Customer Service

This plan will help you train employees who serve customers over the phone.

It guides you through the Phone-Based Customer Service course on LinkedIn Learning. Make sure your team has access to LinkedIn Learning before you begin.

Phone-Based Customer Service focuses on essential phone skills:

• Building rapport

• Exceeding expectations

• Solving problems

The course is ideal for anyone who serves customers over the phone. This includes contact center agents, customer support representatives, and office receptionists.

This training plan uses a unique approach to training videos.

It divides the lessons into short segments, spaced out over four weeks. This approach maximizes learning and application while minimizing the disruption to your regular operations.

This guide covers:

1. Resources Required

2. Preparation

3. Pre-work

4. Week 1: Kick-off

5. Week 2: Building rapport over the phone

6. Week 3: Exceed expectations over the phone

7. Week 4: Solve problems over the phone

Resources Required

You'll need these resources to use this training plan.

1. Access to Phone-Based Customer Service for all participants. (via LinkedIn Learning)

2. The exercise files from the course.

3. Workshop planning tool (free download).

Contact LinkedIn Learning for pricing and subscription options if you don't already have access.

Estimated time needed: 1 hour per week

• Group activities: 30 minutes per week

• Individual learning: 30 minutes per week

Prepare for Training

Get ready for the training by preparing yourself and your team.

Step 1: Create a training plan. Use the Workshop Planner to create an action plan.

• Identify a goal for the training

• Decide how to prepare your team

• Create a plan to help the team use their new skills

Use this how-to video for more details:

Step 2: Announce the training. Tell your team about the training and what to expect. Address three questions for participants:

1. What is the training about?

2. Why is it important?

3. How are employees expected to use what they learn?

Keep your announcement simple. Consider sharing it in a team meeting. Follow-it up with a short email that contains the pre-assignments.

Step 3: Schedule team meetings. You'll be meeting with your team once per week for four weeks. Each meeting should take 30 minutes.

Step 4: Share pre-work. Share the pre-work with your team. I've included that in the next section.

Pre-work

Ask participants to complete two short assignments before the first meeting.

Assignment 1: watch these videos:

1. Phone service still matters

2. Understand the phone's unique challenges

Assignment 2: Complete page one of the Learning Plan worksheet that's included in the course's exercise files.

This includes:

• Discussion questions

• Learning objectives

Week 1: Kick-off

The initial meeting should set the tone for the course. Start by reviewing the overall goal for the training that you identified on the Workshop Planner.

Next, discuss the following questions:

1. How is this course relevant to the team?

2. What are some opportunities to apply new phone skills?

3. What are some unique challenges when serving customers over the phone?

It's helpful to share a few best practices for getting the most out of this course:

1. Watch just one video at a time.

2. Complete the activity that goes with each video.

3. When possible, try using what you learned from the video before moving on to the next module.

Assignments for next week: Ask your team to watch the following videos and complete the activities described in each one. Videos with an activity at the end are marked with an "A."

1. Develop the perfect phone greeting (A)

2. Create personal connections (A)

3. How to fill dead air (A)

4. Manage holds and transfers

5. Control the call with friendliness

6. Complete the quiz at the end of Chapter 1

Week 2: Building rapport over the phone

This week's theme is building rapport with customers.

Rapport is a process of getting customers to know, like, and trust you. Start by reviewing the week one assignments.

Discussion questions:

1. What impact does your phone greeting have on customers?

2. What is one way that you build personal connections over the phone?

3. How have you filled dead air?

4. Describe one takeaway from the holds and transfers module.

5. What is one technique you can use to move the call forward while still being friendly?

Assignments for next week: Ask your team to watch the following videos and complete the related activities.

1. Tune out distractions

2. Listen over the phone

3. Use advanced communication techniques (A)

4. Deliver moments of "wow" (A)

5. Complete the quiz at the end of chapter 2

Week 3: Exceed expectations over the phone

The focus is understanding customer needs so you can consistently meet or exceed their expectations. Start by reviewing the week two assignments.

Discussion questions:

1. How can you tune out distractions?

2. What are examples of listening techniques you use to understand customers?

3. How have you used visual references when communication with customers?

4. What is one opportunity you've had to delight a customer?

Assignments for next week: Ask your team to watch the following videos and complete the related activities.

1. How to express empathy (A)

2. De-escalate angry calls

3. Friendly follow-up (A)

4. Stay focused while you work (A)

5. Create your action plan (A)

Week 4: Solve problems over the phone

The final week is focused on service recovery. Start by reviewing the week three assignments.

Discussion questions:

1. How can you express empathy with customers?

2. What techniques have you used to de-escalate angry calls?

3. How can you apply the friendly follow-up technique?

4. What have you done to stay focused at work?

5. What is your top takeaway from the course?

Remind participants that they can earn a certificate for their LinkedIn profile by doing the following:

1. Watch all the videos

2. Complete the chapter quizzes

This how-to guide provides additional help with accessing certificates.

Conclusion

It helps to go back to your original goals for this training and note the team's progress.

Your employees should show improvement in their phone skills, but it's likely they also have areas for continued growth.

Set aside time to provide each person with coaching and feedback. You can also give them weekly reminders from the Customer Service Tip of the Week.

How to become a customer service trainer

I'm an accidental customer service trainer.

One day, I was working in customer service as a retail associate. The next day, my boss asked me to train. No materials, no facilitator's guide, no nothing. Figure it out.

I've now been a customer service trainer for more than 30 years. I love it.

Today, I talk to a lot of people who want to become customer service trainers. My goal is to share from my experience.

I'm going to share three steps you can take right now to jumpstart your career as a customer service trainer.

Whether it's part-time or full-time, these steps will help you build the skills and experience to do it right.

Step 1: Become a customer service expert

You have to be an expert to train others.

Imagine you wanted to become an airplane pilot. Naturally, you'd want a flight instructor who was really good at flying planes.

The same is true for customer service. You have to be really good at serving customers if you want to train others.

Experience is the best teacher.

My first customer service encounter ended in disaster. I couldn't answer a basic product question. The customer got angry and stormed out of the store.

I hadn't been trained on our product or what to say to a customer. At sixteen, I didn't yet have the poise, experience, or common sense to say the right thing.

But I so badly wanted to do better.

From then on I made a point to learn as much as I could about our products so I could answer questions with confidence. I learned how to better respond to questions I couldn't answer, such as "I'm not sure, so let me go find out for you."

You've had those experiences, too.

Learn from them. Experiment with different approaches. Try like heck to do better the next time.

Some things will work. Others won’t. Keep trying!

You'll eventually improve. Those hard-learned lessons will be gold when it’s your turn to train someone else.

There’s another reason to grow your skills. A great customer service trainer must have an unquenchable thirst for continuous improvement. This is how you start.

There are many resources that can help you. For example:

• Free weekly tips: Customer Service Tip of the Week

• Training videos: LinkedIn Learning courses

• Books: Check out some of my favs

Step 2: Build informal training skills

Most trainers start informally. Helping someone else grow provides a wealth of experience.

My first training opportunity came when my boss at the retail store asked me to help train a new employee. I loved it.

I sought out every opportunity to train over the course of several years in various jobs. This included mentoring new hires, facilitating short training sessions, and putting together training programs on my own.

It was all done informally. I didn’t know much about the science of adult learning, but I discovered what worked and what didn't. Eventually, I landed a full-time training position based on my experience.

You can do the same thing.

Look for opportunities to develop your informal training skills. It might be in your current job or part of a special assignment within your company.

You can also develop your training skills through volunteering with a nonprofit organization in your community.

Here’s a secret I’ve learned after training thousands of employees: informal training is more important than formal training.

Employees learn more from coaching, feedback, and mentorship than they do from content delivered in a formal program.

Step 3: Develop formal training skills

The final step is to learn specific skills that will help you become a better trainer. This includes the ability to put together a training session and deliver it.

There are a few ways to do this.

Join your local ATD chapter. ATD is the Association for Talent Development, and it’s where trainers go for professional development. Many have mentor programs that pair you with an experienced trainer who can help you grow. Find your local chapter.

Take a train-the-trainer course. If you have access to LinkedIn Learning, try How to Design and Develop Training Programs.

Create a personal development plan. Use the Individual Development Plan worksheet as a guide. LinkedIn also has a great career explorer tool that can help you identify the specific skills you need to build.

Conclusion

I hope you love customer service training as much as I do. It feels great to help someone build the skills necessary to delight the people they serve.

There are three big steps to becoming a customer service trainer.

1. Become a customer service expert

2. Develop informal training skills

3. Build formal training skills

Good luck! I'm rooting for you.

Write your CX Vision in two hours

You want to create a customer experience vision.

A CX vision is the foundation of any service culture. It's a shared definition of an outstanding customer experience that gets everyone on the same page.

The one thing stopping you is time.

You cringe at the thought of endless focus groups, exhaustive committee meetings, and months of back-and-forth. All that to create an incomprehensible word salad that nobody likes.

There's another way.

My proven process takes just two hours. The result is a razor-sharp customer experience (CX) vision that everyone can understand and embrace.

In this post, I'm going to explain why:

• Two months is too long

• Two hours is just right

Why two months is too long to write a CX vision

I’ve seen a lot of CX vision projects take two months (or longer). Almost all of them have failed to deliver a useful statement.

The two-month approach relegates the CX vision to a side-project.

Committee members get distracted. Executive sponsors aren’t actively involved. Focus group participants wonder what became of their input.

It leads to a lot of talking in circles. People get confused. The plot is quickly lost. Somebody eventually raises the question, "What are we even trying to do?"

The result is a bloated nonsense paragraph.

One company created a CX vision that covered an entire wall in its lobby. The vision was full of big, impressive words that had absolutely no meaning.

Employees weren’t inspired. They viewed it as a symbol of wasted time.

Why two hours is just right to create a CX vision

Imagine your organization on its best day.

One of those magical days when everything goes right. Customers are delighted. Teams are working in concert. Everyone is dialed in.

Those days happen. Maybe not as often as you'd like, but they happen. And it's on those days that you're fulfilling your CX vision. You just have to describe it.

The two-hour meeting is focused on defining that best day in one crystal clear, razor sharp sentence. It takes just two hours because the goal is to articulate what's already there.

Kitchens for Good provides a great example.

It's a nonprofit that runs a culinary apprenticeship program for people who face barriers to traditional employment. The CX vision at Kitchens for Good is also the organization's mission statement.

Here was the old mission:

Kitchens for Good uses food to transform lives and nourish communities by providing people with the skills and support to launch meaningful careers.

It had some good elements, but nobody could remember it. There were too many words and it wasn’t direct. The mission lacked punch.

A cross-functional team of Kitchens for Good employees wrote a new statement in just two hours. This one is much sharper and easy to memorize:

Transforming lives through culinary arts

The new statement represents Kitchens for Good on its best day. Look at this Instagram post announcing the graduation of three apprentices and you'll see it:

View this post on Instagram

A post shared by Kitchens for Good (@kitchensforgood)

How to create a memorable CX vision

A good CX vision has three characteristics.

• It's simple and easily understood.

• It's focused on customers.

• It reflects both who you are now and who you aspire to be in the future.

I explain the complete step-by-step CX vision writing process in this guide. Here's an overview:

Start with a little preparation:

1. Get input from employees.

2. Gather existing missions, visions, and other statements.

3. Assemble a team of 7-10 people.

The meeting itself lasts just two hours. You'll need a highly-skilled facilitator, so decide whether you need to bring in outside help.

During the meeting, focus on word-smithing a CX vision that reflects that “best day.” It should be one simple sentence that describes what the organization already does well and hopes to do more consistently in the future.

The goal is to write something that immediately grabs people.

"This is exactly why I work here!" exclaimed one participant at a vision writing session I facilitated. The new CX vision clearly captured that "good day" essence.

Conclusion

Writing a CX vision should take just two hours. All you need is a little bit of preparation and this step-by-step process.

It’s the foundation of a customer-focused culture. The type of culture where all of your employees are obsessed with service and always seem to do the right thing.

Get a complete service culture guide in The Service Culture Handbook.

HELP: The four fundamental steps of service

Consistency is a hallmark of service culture.

Imagine if every employee, on every team, in every location served customers the same way. Service so consistent, it became part of your brand.

This level of service is not organic.

Customer-focused companies use carefully cultivated steps of service to guide their employees. These service steps ensure employees take the same approach every time.

There's plenty of flexibility (more on that later). Employees are not robots. They're members of a high-performing customer service team.

The HELP steps of service are the foundation. Use them as is, or adapt the framework to suit your team's unique needs.

Introducing the HELP service steps

The HELP framework consists of four fundamental service steps. You can use these steps in virtually any customer service interaction.

• H = Hello. Offer a warm greeting.

• E = Engage. Build genuine rapport.

• L = Listen. Understand your customer's needs.

• P = Provide Solutions. Assist your customer.

Let's dig a little deeper into each one.

H = Hello

Offer each customer a warm greeting.

Greetings are the first impression in any customer encounter. They set the tone for what's to come.

A warm greeting accomplishes a few things:

• Makes customers feel welcome

• Gets them to let their guard down

• Creates anticipation for a positive experience

E = Engage

Build genuine rapport with each person you serve.

Rapport is a process for getting customers to like, know, and trust you. Genuine rapport is characterized by authenticity. For example:

• Smiling and using positive body language

• Asking questions that display an interest in the customer

• Offering gestures of hospitality, such as a bottle of water on a warm day

L = Listen

Understand your customer's needs.

In conversations, use active listening skills to identify your customer's needs. This includes both rational and emotional needs.

Listening really means reading comprehension when serving customers in written channels. This includes email, text, and social media.

Your goal is to understand what your customer is trying to achieve so you can guide them towards a great experience.

P = Provide Solutions

Assist your customer.

This can sometimes mean service recovery, but not always. Customers come to you for all sorts of advice and assistance. Your ultimate aim is to help customers have a better experience.

This includes:

• Giving useful advice

• Completing tasks to help customers on their journey

• Defusing negative emotions

• Advocating on your customer's behalf

• Solving problems

Can you customize the HELP service steps?

Absolutely! The HELP framework is the foundation.

You can easily customize the steps to fit your team or situation. This includes adding steps or extra details to make them more specific.

For example, there are endless choices around greetings.

• Scripted or unscripted?

• Formal or informal?

• What's the vibe? (casual, fun, polished, etc.)

In-N-Out Burger is famous for its consistency. Visit any location and you'll be greeted a simple, "Hi, how are you?"

You can customize the steps with this guide.

Do employees always have to follow the steps?

Generally, yes.

The HELP service steps are designed to create a consistent customer service experience. It doesn't work unless every employees follow the steps.

There does need to be some flexibility. Employees should be able to adapt to each situation. It’s also important to avoid adopting too many or conflicting service steps.

Here are some examples:

Too Rigid: A grocery store required cashiers to offer carry out assistance with every purchase. I once bought a single pack of gum, and the cashier dutifully asked me if I wanted help carrying it out. The cashier wasn't allowed to deviate from the service step, even when it didn't make sense.

Too Many: A contact center required agents to follow 37 steps of service. Many were unnecessary or not needed on every call. Agents sounded like robots running through a checklist and customer service suffered.

Conflicts: A restaurant chain had 14 steps of service that conflicted with its customer experience vision. Servers were unsure which was the priority.

Conclusion

Steps of service are essential to service culture. They guide employees to deliver consistently great service.

The HELP framework is a great place to start.

1. Tailor the steps to your business.

2. Train employees to follow these steps during every interaction.

3. Provide coaching and feedback until the steps become a habit.

Reinforce the steps with my Customer Service Tip of the Week email. Anyone can subscribe here.

Build your skills in 5 minutes per week.

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Using a CX vision to guide your growth strategy

Service culture starts with leadership.

Providing clear direction is a core part of a leader's job. Customer-focused leaders do this with a customer experience (CX) vision.

A CX vision is a shared definition of an outstanding customer experience that gets everyone on the same page. It’s unique to your company and brand.

Think of it like a North Star that always guides you in the right direction. The best leaders use the CX vision to guide their growth strategy.

Here are three mini-case studies.

Case Study: Transparent BPO

Transparent BPO is a contact center solutions provider. It's landed on the Inc. 5000 list of fastest growing companies for eight consecutive years.

CX Vision

Our passion is the success of your brand.

Transparent handles customer contacts for its clients. The CX vision, which is also the company's mission, reflects the company's aim to help those brands succeed.

CX Strategy

Transparent’s mission statement is central to the company’s strategy. "It's everything about my decision-making," said Scott Newman, Transparent's CEO.

One example is client acquisition.

"It's sort of a two-way selection process," said Newman. "We want to make sure that we're the right fit for them, but also the client's the right fit for us so we are able to continue to live our culture."

Transparent only partners with brands it feels they can truly help. Less than 50 percent of prospective clients are a good fit.

This strategy has paid off. Annual client attrition ranges from low-single digits to nonexistent.

Learn more about Newman's service culture leadership from this interview.

Case Study: GreatAmerica Financial Services

GreatAmerica provides equipment financing solutions to businesses. It's the largest family-owned equipment financing company in the United States.

CX Vision

We help our customers achieve greater success

GreatAmerica uses its mission statement as the CX vision. Its primary customers are businesses that sell office, medical, or other types of equipment to their customers.

CX Strategy

The company provides financing solutions to help its customers sell more.

Account teams work hard to understand each customer's unique needs, and then craft a financing solution to help that customer improve sales.

"Our employees care a lot about whether customers win," said Joe Terfler, GreatAmerica's chief financial officer. "We try to say 'yes' to our customers as much as we can."

For example, GreatAmerica helped one office equipment supplier combine billing for multiple product lines into a simplified monthly invoice. The simplified invoicing made it easier to sell more services, which led to a 20 percent revenue increase.

GreatAmerica’s customer focused strategy has helped it become the envy of the competition.

One rival executive told me GreatAmerica was hands-down their top competitor. He was frustrated because his company consistently lost business to GreatAmerica because of their superior customer experience.

GreatAmerica is featured in Chapter Four of The Guaranteed Customer Experience, How to Win Customers by Keeping Your Promises.

Case Study: Waterton

Waterton is a real estate investment and management company that focuses on multifamily and hospitality properties. It manages approximately 30,000 apartment units.

CX Vision

Resitality®

Resitality is Waterton’s brand promise. It’s a combination of the words "residential" and "hospitality." It reflects Waterton's commitment to managing its properties in a way that residents feel welcome and at home.

"Hospitality is meeting a stranger, and embracing that stranger as a neighbor," said Stephanie Brock, Managing Director of Property Management.

CX Strategy

Waterton is a value-add investor. It invests in apartment communities and increase their value by making improvements to the property and the resident experience.

Improving properties makes it easier to attract new residents and retain existing ones. Brock also stresses the importance of building community.

"Providing those opportunities where they can come together and get to know each other, they want to stay where they're known, and where they know their neighbor," said Brock.

Properties host a wide range of community activities, such as wellness talks, community service projects, and even parties with food trucks.

These events attract as many as 50 percent of a community's residents, and help residents build stronger connections between themselves and the community.

Waterton's community-focused, value-add approach has contributed to steady growth. It now has more than $10 billion in assets under management, a more than 60 percent increase in the past three years.

Learn more about Brock's customer-focused leadership from this interview.

Conclusion

Customer-focused leaders use a CX vision to guide strategy.

It creates better consistency and execution. That helps companies win more customers and retain them longer. Customer retention is the fuel that helps companies grow faster.

I've assembled some resources to help you.

• Create your own CX Vision: Get my step-by-step guide

• Build your leadership skills: Service Culture Leadership

• Get my full process: The Service Culture Handbook.

The Service Culture Handbook

A step-by-step guide to getting your employees obsessed with customer service.

Buy on Amazon

How to set expectations with customer service reps

I love the movie, Office Space.

It's a comedy set in a soul-sucking office. There's a famous scene where an employee named Peter is scolded for not putting the new cover sheet on his TPS report.

It’s hilariously awkward.

It also highlights a problem with expectation setting. Bill, Peter’s boss, relied on a memo to set the new cover sheet expectation. "Did you see the memo about this?" he asked while looming over Peter’s desk.

Watch the short scene here:

Expectation setting is essential for customer-focused teams.

Employees perform more consistently. They make fewer mistakes. And you spend less time having conversations like the one between Bill and Peter.

This post covers three steps to setting better expectations:

1. Communicate clearly

2. Verify understanding

3. Gain agreement

Step 1: Communicate Clearly

Employees aren't mind readers. They won't know what you want them to do unless you tell them. Expectations must be clear and unambiguous.

Yet, many of us have been guilty of being a boss like Bill.

I asked a group of customer service leaders how they typically set expectations. The scenario was something small that didn't require training. Like using a new cover sheet.

The results were very similar to Office Space:

• 95% primarily use messaging (email, Slack, etc.)

• 50% admitted this is their only communication method

Most agreed this approach doesn't work. They fired off a message because it was fast, not necessarily because it was effective.

That might save a few moments up front, but there’s a cost. More mistakes get made. Service quality suffers. You have more cringe conversations with employees like Peter.

Avoid that by asking yourself three questions:

1. What do you want employees to do?

2. Why is it important for employees to do it?

3. What is the best way to share this message?

Using visuals or multiple methods is often most effective. For example, you can combine messaging with video or an in-person explanation.

Step 2: Verify understanding

Setting expectations requires two-way communication. Ensure employees fully understand what they're expected to do, and why it's important.

There are many ways to do this:

• Have employees describe the expectation

• Ask employees to explain the importance

• Monitor employee performance

I once worked with a manager named Brian. He was a master at making sure his team knew exactly what was expected. Brian asked a lot of questions to verify employees knew what to do. He also worked side-by-side with them so he could observe their performance and model the right procedure.

Brian’s employees appreciated it. They saw that he was there to support them and help them perform.

Step 3: Gain agreement

Make sure employees agree to do what you've asked them to do. Setting clear expectations won't matter if employees choose not to follow them.

Gaining agreement requires two-way dialogue.

Ideally, your employee agrees to follow the expectation. That makes your job easy. You might just need to follow-up and make sure they don’t forget.

Sometimes, employees will point out a challenge or concern. It's the employee telling you they don’t feel empowered to do what you’ve asked them to do. That should lead to a conversation about how to empower them.

For instance, an employee might tell you, "I'd like to use the new cover sheet, but I don't have a copy of the template." That’s probably an easy fix.

In rare cases, employees flat out refuse to do what you ask them. Employees who ignore expectations without good reason create a lot of problems. Many of them are toxic.

This is probably someone you don’t want on your team. Consult your HR manual on that one.

Conclusion

Set better expectations with customer service reps by doing three things:

1. Communicate clearly

2. Verify understanding

3. Gain agreement

Learn more about being a customer-focused leader by visiting this resource page.

Want to build more customer service management skills? My LinkedIn Learning course, Managing a Customer Service Team, gives you step-by-step instruction for running your operation.

Here's a preview:

Elevating a customer service team from Managing a Customer Service Team by Jeff Toister

How to measure customer service skills

The feedback session was going poorly.

A quality assurance analyst was reviewing a contact center agent's calls. The agent was upset about her quality score. The agent bristled at receiving zero points for friendliness.

The analyst pointed out that the agent sounded disinterested. Irritated at times. There was no warmth in her approach.

"Well, that's friendly for me," was the retort.

The analyst was stymied. The agent clearly wasn't friendly. But a specific, observable, and measurable description of “friendly” was elusive.

You might face that problem, too.

Hiring, training, and giving feedback would all be easier if you could accurately measure customer service skills like rapport, listening, or empathy.

In this post, I'll show you how.

Step 1: Identify specific skills

Start by identifying the specific skills you want to measure.

Friendly is an adjective, not a skill. The analyst would have had an easier time if she could focus on the specific skills that made someone seem friendly to a customer.

Customer service skills includes a broad range of skills sets. Here are the big three:

1. Rapport

2. Understanding

3. Solving

There are many skills under these categories. Rapport is most connected to friendliness, so let's go with that for this example.

Step 2: Define each skill

Find a clear definition for each skill that everyone can agree on. Don't assume that everyone has the same understanding.

I frequently turn to the dictionary. Here's a good definition of rapport from the Merriam-Webster dictionary:

a friendly, harmonious relationship

especially : a relationship characterized by agreement, mutual understanding, or empathy that makes communication possible or easy

This definition would have made the feedback session a little easier. The agent did not establish harmonious relationships with her customers. There was no agreement, mutual understanding, or empathy.

It’s a start, but there was still more work to be done.

Step 3: Identify observable behaviors

Make a list of behaviors associated with each skill. You need to make concrete observations if you want to measure a skill.

Let's go back to rapport. What would you need to observe to determine someone was creating a "friendly, harmonious relationship?"

Here are a few things:

• Warm tone of voice

• Positive phrasing such as "I'd be happy to help you"

• Demonstrating sincere interest

Observable behaviors would have made it much easier to explain why the agent wasn't building rapport on her calls.

This is what the quality assurance analyst observed the agent do:

• She spoke to customers in a monotone.

• Used sharp, abrupt phrases such as "No," or "That's it?"

• Displayed no interest in the customer.

See the difference between observations and inferences here:

Step 4: Create a rubric

A rubric is a guide that lists specific criteria for measuring each skill. This includes the level of proficiency.

Here's a sample rubric for the friendly skill:

Step 5: Calibrate

There's still going to be some level of subjectivity with these skills. The final step is to calibrate everyone to the rubric so the team views each skill the same way.

A calibration session should include all stakeholders:

• Managers

• Recruiters

• Trainers

• Quality Assurance Analysts

• Employees

Here's a method that works well:

1. Gather the team

2. Review an interaction (video, call, email, chat, etc.)

3. Score the skills used in the interaction independently

4. Compare scores

5. Discuss differences

The goal is to gain agreement. Everyone should be able to observe the same interaction and give the same score.

Keep calibrating until this consistently happens.

Conclusion

Yes, this takes a lot of extra up front. That's why most people don't do it.

But that extra work has a big pay-off. Making customer skills specific, observable, and measurable invites consistency. You can now:

• Hire people for specific skills

• Train people to serve customers a certain way

• Evaluate performance against objective criteria

Customer Service Foundations Training Plan

This training plan is for customer service managers and trainers.

It helps you use the Customer Service Foundations course on LinkedIn Learning with your team. Make sure everyone has access to LinkedIn Learning before you begin.

Customer Service Foundations focuses on the three essential skills:

• Rapport

• Understanding (includes listening)

• Solving (includes serving upset customers)

The course is ideal for people new to customer service. It also helps experienced customer service pros refresh their skills.

This training plan uses a micro-learning approach. Micro-learning divides the lessons into short segments. It makes training easier to schedule and improves retention.

Here's what this guide covers:

1. Resources Required

2. Preparation

3. Pre-work

4. Week 1: Kick-off

5. Week 2: Building Rapport

6. Week 3: Exceeding Expectations

7. Week 4: Solving Problems

Resources Required

You'll need these resources to use this training plan.

1. Access to Customer Service Foundations for all participants.

2. The exercise files from the course.

3. Jeff's workshop planning tool (free download).

Contact LinkedIn Learning for pricing and subscription options if you don't already have access.

Estimated time needed: 1 hour per week

• Group activities: 30 minutes per week

• Individual learning: 30 minutes per week

Preparation

Get ready for the training by preparing yourself and your team.

Step 1: Create a training plan. Use the Workshop Planner to create an action plan.

• Identify a goal for the training

• Decide how to prepare your team

• Create a plan to help the team use their new skills

Here's a how-to video:

Step 2: Announce the training. Tell your team about the training and what to expect. Address three questions for participants:

1. What is the training about?

2. Why is it important?

3. How are employees expected to use what they learn?

Keep your announcement simple. Consider sharing it in a team meeting. Follow-it up with a short email that contains the pre-assignments.

Step 3: Schedule team meetings. You'll be meeting with your team once per week for four weeks. Each meeting should take 30 minutes.

Step 4: Share pre-work. Share the pre-work with your team. I've included that in the next section.

Pre-Work

Ask participants to watch the videos listed below before the first meeting.

Some videos have an activity at the end (marked with an "A"). Those activities should also be completed. Many of the videos have downloadable exercise files that go with them.

1. Keeping your customers happy

2. Creating your customer service learning plan (A)

3. Defining customer service

4. Identifying your customers (A)

5. Making a difference for customers (A)

6. Avoiding burnout by staying focused (A)

Suggestion: It's a better experience to watch just one or two videos at a time. That also makes it easier for employees to fit the videos into their busy schedules.

Week 1: Kickoff

The initial meeting should review the pre-work. The focus is on the value of outstanding service.

Discussion questions:

1. What does outstanding service look like?

2. Who are our customers?

3. Why should we try to provide outstanding service?

4. How will you earn a thank you letter from a customer?

Assignments for next week: Ask your team to watch the following videos and complete the related activities.

1. Connecting rapport to outstanding service

2. Implementing techniques that build rapport (A)

3. Starting a conversation (A)

4. Enhancing your likability (A)

Week 2: Building Rapport

This week's theme is building rapport with customers. Rapport is a process of getting customers to know, like, and trust you. Start by reviewing the week one assignments.

Discussion questions:

1. When can we build rapport with customers?

2. How can we build rapport with customers?

3. What questions can we use to break the ice?

4. How can we make it easier for customers to like us?

5. Have you earned feedback that matches your thank you letter?

Assignments for next week: Ask your team to watch the following videos and complete the related activities.

1. Uncovering customer needs

2. Actively listening to customers (A)

3. Identifying emotional needs (A)

4. Managing expectations (A)

5. Going the extra mile (A)

Week 3: Exceeding Expectations

The focus is understanding customer needs so you can consistently meet or exceed their expectations. Start by reviewing the week two assignments.

Discussion questions:

1. How can we actively listen to our customers?

2. How can we uncover our customers' emotional needs?

3. What can we do to manage customer expectations?

4. How can we go the extra mile?

5. What skills have you used to build rapport in the past week?

6. Have you earned feedback that matches your thank you letter?

Assignments for next week: Ask your team to watch the following videos and complete the related activities.

1. Taking ownership of problems (A)

2. Empathizing with customers (A)

3. Preventing negative emotions (A)

4. Defusing angry customers (A)

5. Anchoring your own attitude (A)

6. Expanding your influence (A)

7. Becoming a customer advocate (A)

Week 4: Solving Problems

The final week is focused on service recovery. Start by reviewing the week three assignments.

Discussion questions:

1. What was a problem you solved for a customer? (How did you do it?)

2. How did you help an upset customer feel better?

3. What are ways you can help customers avoid getting upset?

4. How did you build rapport with a customer in the past week?

5. What did you do to understand your customers in the past week?

6. Have you earned feedback that matches your thank you letter?

Conclusion

Ask participants to watch the final course video and complete an action plan to implement new skills from the course.

Participants can earn a certificate for their LinkedIn profile by doing the following:

1. Watch all the videos

2. Complete the chapter quizzes

3. Pass the exam

Here’s a how-to guide if you need help accessing certificates.

Why customer service trainers should avoid learning styles

I bet I can diagnose your learning style with three questions.

1. Where do you sit when you attend an in-person meeting?

2. What do your eyes do when you're explaining something?

3. How do you take notes in a training class?

It was a fun trick I discovered as a new trainer. I usually got it right to the mild amusement of my learners.

Years later, I was chastened to learn my hocus-pocus wasn't real.

Learning styles don't exist. Even worse, using learning styles can have a negative impact on your customer service training.

I don’t want you to make the same mistakes I made. In this article, I'll answer three questions:

1. Are learning styles a myth?

2. What is the danger of using learning styles?

3. How can you make training more effective?

Are learning styles a myth?

Yes, learning styles are a myth and do not exist.

Multiple research studies have debunked the learning style theory. They have shown that tailoring instruction to participants' learning preferences does not improve learning.

Examples include this one and this one.

Reading scientific studies isn't everyone's idea of a fun time. This 15 minute video gives you a summary of the research and even shows you an informal experiment.

What learners really have are preferences when it comes to how they learn.

That was how my little trick worked. What I was really doing was identifying how they preferred to learn, not which method of instruction works best.

It's these preferences that create danger.

What is the danger of using learning styles?

Danger lurks when you attempt to apply learning styles. Your learners will learn less if you try to adapt to individual preferences.

The most obvious danger is that learning styles don't exist. Someone who prefers listening, for example, doesn't actually learn better if you focus on explaining concepts rather than showing them visuals.

Diagnosing individual preferences is also a challenge. There are multiple models. Diagnostic tools tend to be inconsistent and inaccurate.

There's another, bigger problem.

You need to experience some discomfort in order to learn something. Trainers catering to learner’s preferred methods of instruction unwittingly help participants avoid learning.

Imagine you are delivering a training module on listening to customers. The exercise involves having a short conversation with another person and remembering the main idea of what they talked about.

Should you allow participants who feel they are visual learners to sit out the activity and just observe?

Observing might make them more comfortable, but it wouldn't be effective training. Ultimately, listening skills training needs to involve listening.

What about people who prefer hands-on activities? Should you avoid demonstrating a service procedure and just allow them to muck around until they get it right?

Of course not! Some learners might be anxious to dive in, but everyone still needs to understand the goal before they practice.

At some point, learners need to lean into that discomfort.

It's up to you, as the trainer, to guide them through this perilous stage of learning so they can rise to the challenge and come out the other side with renewed confidence and skills.

Avoidance is not a learning strategy.

How can you make training more effective?

There are proven approaches that can make your training programs far more effective. Here are a few examples:

Multi-modal

People tend to learn more when information is delivered in multiple ways. This is regardless of individual learning preferences.

That's why the class tell, show, do method works so well.

• Tell: Explain the concept (Auditory)

• Show: Give participants an example (Visual)

• Do: Ask participants to practice (Kinesthetic)

Let's go back to that video from earlier. Use this link to cut to a scene where you can see participant learning improves across the board with a multi-modal approach.

Accessible Design

Some of your learners might have disabilities that make learning more difficult. For example, I have ADHD, which makes it extremely difficult for me to sit still and focus on long lectures.

Designing learning with accessibility in mind can make it easier for everyone to learn. Most people struggle to learn from long lectures, not just people with ADHD.

Here are a few tips:

• Use a multi-modal approach

• Make graphics large, clear, and legible

• Give clear and simple instructions

• Provide ample time for activities

Some learners need additional accommodations. It’s a good idea to engage participants directly to understand their needs when they request extra assistance.

Context

Consider the context of how skills will be used when designing training. The closer the training fits the actual work, the better it will prepare participants to do the job.

For example, try training:

• Listening skills by having learners practice listening

• Observational skills by having learners observe

• Procedural skills by having learners practice the procedure

Respect Preferences

Adult learners tend to prioritize their comfort over learning. That means trainers must do a high wire act to balance between challenging people enough to learn something new, but not so much that they'll opt out of learning.

It helps to respect individual learning preferences so long as they don't interfere with learning. Here are a few ways to do this:

1. Let people sit where they want

2. Encourage people to take notes as they wish

3. Give people options for completing activities

4. Provide opportunities for self-paced or self-directed learning

Conclusion

While learning styles don't exist, your learners do have preferences. Do your best to make participants feel comfortable while still challenging them to learn new skills.

This short video from my LinkedIn Learning course, Instruction Design: Adult Learners, provides a short overview of learning styles.

Aligning training with learning styles from Instructional Design: Adult Learners by Jeff Toister

How to create steps of service (and why you need them)

I love In-N-Out for its remarkable consistency.

The service is the same every time I go. There's a warm and friendly greeting. The cashier takes my order and confirms it. They conclude the transaction by handing me my receipt, telling me my guest number, and thanking me.

It always happens.

Each step has a purpose. The greeting establishes rapport and makes me feel welcome. Carefully walking through my order ensures they get it just right. The conclusion ends the transaction on a positive note.

The steps also promote quality. I've only experienced two errors over a lifetime of going to In-N-Out:

1. A stray piece of lettuce once landed on my burger.

2. I received a bonus order of fries.

Two minor mistakes. That's it. An error rate of less than .1 percent.

What's never happened is unfriendly service. In-N-Out employees are unfailingly friendly. How does In-N-Out do it?

They have clear steps of service.

In this article, we'll cover:

1. What are steps of service?

2. When do you need steps of service?

3. Can employees deviate from steps of service?

4. How can you create steps of service?

5. How do you make sure steps of service are followed?

What are steps of service?

Steps of service are a process for serving customers. Following them helps employees deliver more consistent customer service.

Some steps of service are very specific and detailed.

For example, In-N-Out cashiers are trained to ask each customer, "How are you?" If a customer asks "How are you?" in return, cashiers are trained to respond, "I'm good, thank you."

Other steps of service cover a broader set of interactions. Retail associates at the Apple Store follow five steps that spell out the word APPLE:

A = Approach, personalized, warm welcome
P = Probe (politely) to understand the customer's needs
P = Present a solution
L = Listen for (and resolve) any issues or concerns
E = End with a fond farewell and invitation to return

The three steps of service at The Ritz-Carlton are even more general:

1. A warm and sincere greeting. Use the guest’s name.

2. Anticipation and fulfillment of each guest’s needs.

3. Fond farewell. Give a warm good-bye and use the guest’s name.

When do you need steps of service?

Broad steps of service are helpful in almost any customer service situation. They guide employees' interactions with customers and ensure consistency.

There should be a minimum of three steps:

1. Rapport: make customers feel welcome.

2. Understand: learn what customers need.

3. Solve: help the customer have a better experience.

These are based on the three essential customer service skills.

It can be helpful to have more specific steps for employees who handle a high volume of similar transactions. This includes:

• Cashiers

• Restaurant servers

• Contact center agents

Caution: Service steps should be simple and easy to follow to avoid employees adopting a checklist mentality.

Can employees deviate from steps of service?

Generally speaking, steps of service should be followed each time an employee serves a customer. They represent your specific brand of service.

Following them allows companies like In-N-Out, the Apple Store, and The Ritz-Carlton a consistent customer experience across many locations.

There are exceptions to this rule.

Employees should be empowered to identify situations where deviating from normal steps of service makes more sense.

Technical support reps are often trained to ask customers to reboot their device as a first step to solving a problem. However, it should be okay to skip this step if the customer tells you they have already performed this step.

Sometimes, doggedly sticking to service steps can be absurd.

I once bought a single pack of gum at a grocery store. The store's steps of service required cashiers to ask each customer if they needed help carrying out their purchases. A single pack of gum should have been a clear exception, but the cashier dutifully asked, "Do you need help carrying that to your car?"

Bottom line: service steps should be the standard, but empower employees to make exceptions.

How can you create steps of service?

There are two routes you can go here: the basics or full custom.

The basic route is easy. There are four fundamental steps of service that work in nearly any situation. I call them the HELP steps.

1. Hello

2. Engage

3. Listen

4. Provide Solutions

Going full custom takes a bit more effort. The benefit is the steps will be tailored to your specific needs.

I recommend using the PDCA method to create customer steps of service and verify they work as intended.

PDCA is an acronym that stands for four steps:

1. Plan

2. Do (implement)

3. Check

4. Adjust

Step 1: Plan

Start by outlining the flow of an interaction. Identify key moments, such as the greeting, that take place every time. If you're focusing on an existing process, it might help to observe employees in action to see what already works best.

There are two principles to keep in mind:

1. Simplicity. Steps should be simple and easy to follow.

2. Alignment. The steps should align with your customer service vision.

Step 2: Do

Have your team do a test. Ask them to try following the draft steps of service and observe them to see what happens.

Step 3: Check

Evaluate the steps of service after observing them in action and getting feedback from employees. Look for steps that are awkward, confusing to employees, or don't seem to work well for customers.

Step 4: Adjust

Refine the steps of service based on feedback from both employees and customers.

You might need several iterations to get the steps of service just right. It's normal to repeat this process several times and make several changes.

How do you make sure steps of service are followed?

There's no substitute for hard work when it comes to making sure employees follow steps of service.

First, those steps need to be documented. An easy way to do this is to film them. Videos don't need to be pretty, they just need to communicate effectively.

Here's an easy way to that video into a document:

Next, the steps of service must be communicated. In particular, you need to verify three things:

1. Employees understand the steps of service.

2. Employees agree to follow them.

3. Employees are capable of following the steps of service.

Finally, its up to you as the leader to reinforce the steps of service.

I recently spent an hour watching a manager interact with employees at In-N-Out. He was constantly giving them feedback about the things they did well and reminding them about steps of service. The manager also demonstrated the steps of service with guests, so employees had a good role model to follow.

Additional Resources

Here are some additional resources to help you.

Steps of service are a type of customer service procedure. I've also written a more general guide on getting employee input.

You can incorporate steps of service into a customer experience guarantee. My book, The Guaranteed Customer Experience, will walk you through it.

Finally, my Managing a Customer Service Team course on LinkedIn Learning will help you with all the steps you need to lead your department.

Developing service standards from Managing a Customer Service Team by Jeff Toister