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Customer Service Excellence: Building Trust, Value, and Lasting Relationships
Course Objectives
By the end of this course, learners will be able to:
Demonstrate effective communication in person, online, and on the phone
Recognize and overcome unconscious bias in customer interactions
Acquire, serve, and retain clients through relationship-building skills
Deliver a consistent, positive client experience
Handle objections and complaints professionally and empathetically
Use client feedback to improve service and loyalty
Course Modules
Module 1: Introduction to Customer Service
Why customer service matters
The role of service in business success
First impressions and professionalism
Activity: Self-assessment of personal service strengths and weaknesses
Module 2: Effective Communication Skills
Active listening vs. hearing
Tone, body language, and word choice
The power of empathy and emotional intelligence
Practical exercise: Role-play conversations with positive and negative outcomes
Module 3: Phone Skills and Digital Etiquette
Answering and transferring calls professionally
Building rapport without face-to-face contact
Managing voicemail and email etiquette
Activity: Call simulation with feedback
Module 4: Understanding Unconscious Bias
What unconscious bias is and how it shows up in service
Common biases in customer service settings (age, race, gender, socio-economic)
Strategies to mitigate bias and create inclusive experiences
Reflection: Identify personal triggers and develop action steps
Module 5: Client Acquisition & Relationship Building
Identifying potential clients and leads
Building trust and credibility from first contact
Networking and follow-up best practices
Exercise: Draft a personalized outreach plan
Module 6: Delivering the Client Experience
Mapping the customer journey
Creating consistency across touchpoints
Turning transactions into relationships
Activity: Design a “Client Experience Map” for your business/industry
Module 7: Handling Objections and Complaints
Why objections are opportunities, not threats
The “Listen, Acknowledge, Solve” framework
De-escalation strategies for angry clients
Role-play: Handling difficult client scenarios
Module 8: Retention and Loyalty
The value of repeat clients
Using feedback to improve service
Recognition and appreciation strategies
Activity: Create a “Customer Care Plan”
Module 9: Personal and Professional Growth
Stress management and self-care in service roles
Building resilience and staying motivated
Setting personal service goals
Reflection: Write a service improvement plan
Course Objectives
By the end of this course, learners will be able to:
Demonstrate effective communication in person, online, and on the phone
Recognize and overcome unconscious bias in customer interactions
Acquire, serve, and retain clients through relationship-building skills
Deliver a consistent, positive client experience
Handle objections and complaints professionally and empathetically
Use client feedback to improve service and loyalty
Course Modules
Module 1: Introduction to Customer Service
Why customer service matters
The role of service in business success
First impressions and professionalism
Activity: Self-assessment of personal service strengths and weaknesses
Module 2: Effective Communication Skills
Active listening vs. hearing
Tone, body language, and word choice
The power of empathy and emotional intelligence
Practical exercise: Role-play conversations with positive and negative outcomes
Module 3: Phone Skills and Digital Etiquette
Answering and transferring calls professionally
Building rapport without face-to-face contact
Managing voicemail and email etiquette
Activity: Call simulation with feedback
Module 4: Understanding Unconscious Bias
What unconscious bias is and how it shows up in service
Common biases in customer service settings (age, race, gender, socio-economic)
Strategies to mitigate bias and create inclusive experiences
Reflection: Identify personal triggers and develop action steps
Module 5: Client Acquisition & Relationship Building
Identifying potential clients and leads
Building trust and credibility from first contact
Networking and follow-up best practices
Exercise: Draft a personalized outreach plan
Module 6: Delivering the Client Experience
Mapping the customer journey
Creating consistency across touchpoints
Turning transactions into relationships
Activity: Design a “Client Experience Map” for your business/industry
Module 7: Handling Objections and Complaints
Why objections are opportunities, not threats
The “Listen, Acknowledge, Solve” framework
De-escalation strategies for angry clients
Role-play: Handling difficult client scenarios
Module 8: Retention and Loyalty
The value of repeat clients
Using feedback to improve service
Recognition and appreciation strategies
Activity: Create a “Customer Care Plan”
Module 9: Personal and Professional Growth
Stress management and self-care in service roles
Building resilience and staying motivated
Setting personal service goals
Reflection: Write a service improvement plan