Customer Service Excellence: Building Trust, Value, and Lasting Relationships

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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