Customer Service Role-Plays Exercises
Customer Service Role-Plays Exercises
Not only will your customers enjoy a better experience, but improving your customer
service can also benefit your bottom line. The people who have already spent money
with you are essentially the lifeblood of your organization. Did you know that repeat
customers continuously spend more money with you the longer you keep their
business? A Harvard Business School study showed that customers spent an
average of 40% more money on their sixth purchase than their first, and an average
of 80% more on their eighth. Keeping customers happy and coming back is crucial to
creating loyalists and staying profitable.
SCENARIO #1
Employee: You work at local radio station KDOG. Your job is to take calls from
listeners about what they like and don’t like and suggestions for programming.
KDOG needs to maintain a good image to stay on the air.
Customer: You (and your dog) are strict vegetarians. You have heard an ad on
radio station KDOG about tasty dog food (“MMMMM, with so much meat!”) that
is offensive to you. You are calling to say you are not going to listen to the station
any more if they don’t take the advertisement off the air.
SCENARIO #2
Employee: You work at City Auditorium. Your job is to serve customers who walk
up to the ticket window, take ticket orders over the phone, and answer questions
about concert schedules. Tonight’s concert is Dillary Huff and the Heartbreakers.
Tickets start at $60.
Customer: You have two tickets to tonight’s concert at City Auditorium for Dillary
Huff and the Heartbreakers. But your date has suddenly come down with the flu
and can’t attend. Although the tickets say “nonrefundable,” you have spent a lot
of money and you want to exchange the tickets for a concert in another town
next week. You call the ticket office to try to exchange the tickets.
SCENARIO #3
Employee: You work as a hostess in a very nice hotel restaurant. Your job is to
greet customers, ask if they have a reservation, take their coats, seat them, offer
menus and tell them that their waitperson will be right there.
SCENARIO #4
Employee: You work in a neighborhood pharmacy, WeCare, answering
customers’ calls and ringing up sales. Even though you know that the pharmacy’s
motto is “We take care of you, no matter what.” you have been given strict
instructions by the pharmacist not to give medical advice or recommend
particular medications.
Customer: You have a terrible sore throat and high fever but you don’t want to
go to the doctor. You walk into the nearest WeCare Pharmacy and ask what
might be wrong with you, and which over-‐the-‐counter medications you might
take to alleviate the symptoms. As you walk in, you notice that the pharmacy’s
motto is “We take care of you, no matter what.”
SCENARIO #5
Employee: You work in the financial department of the Leagle Beagle law firm.
It’s your job to get meeting and phone records from each attorney and bill the
customers monthly. The attorneys charge anywhere from $250 to $600 per hour
for anything they do related to a case.
Customer: You got the bill from your attorney and you simply can’t believe it!!
The bill is for $750 and all you had this month was one half hour phone call. You
know that your attorney charges $300 per hour, so you call the Leagle Beagle
financial department to complain.
Observer Checklist for Customer Service Scenarios
As an observer of the Customer Service role-‐plays, your job is to identify what
works well and what doesn’t. Focus on empathy and listening skills.
As you observe your role-play scenario, evaluate whether the employee used active listening
techniques.
Gregory Ciotti
Customer service should be a conversation rather than a cold, lifeless script. Given the
variable nature of interacting with customers, however, it’s easy to see how support
center champs can benefit from some forward-thinking in dealing with tough customer
service scenarios.
This is where flexible responses — in lieu of pure scripts — can be quite useful. They
allow reps to have examples of what to say to customers in a tough situation but also
give them the flexibility to adapt and add their own personality.
If you’re looking to train new team members, engage in role-playing as a group, or just
improve your own ability to handle tricky customers and situations like a pro, consider
these flexible scripts for the 10 most challenging customer support scenarios:
The mistake many support reps make, however, is in using the knee-jerk “I don’t know”
response, which doesn’t help the customer. Customers may be sympathetic that you
don’t know, but they’re not interested in hearing about it.
“Does the ‘Premium’ package come with __?” “Great question, let me find that out for
you right now!”
Placing the emphasis on the customer’s needs over your own situation (“I don’t know,”
“I’m new here,” etc.) lets them know that it doesn’t matter that you don’t know the
answer because you’re going to do whatever it takes to find out for them.
One of the most important skills in interacting with customers is the use of positive
language to help avoid accidental knee-jerk reactions.
Here’s an example: Let’s say a customer contacts you with interest in a particular
product, but that product happens to be back-ordered until next month.
• Without positive language: “I can’t get you that product until next month; it is
back-ordered and unavailable at this time.”
• With positive language: “That product will actually be available next month. I can
place the order for you right now and make sure that it is sent to you as soon as
it reaches our warehouse!”
Positive language replaces negative phrases (“I can’t…”) and instead places emphasis
on the solution, which is what the customer actually cares about.
Try finding places in your response where a lot of negative language is present (“We
don’t do that”) and see where positive language can be substituted.
The problem is that sometimes you do need to transfer customers in order to better
help them. But many businesses don’t seek to help customers understand why they are
being transferred.
“My apologies, but I’m going to have to transfer your call to Department XYZ.”
As a customer, my gut reaction to this response is to believe that the wheel of
misfortune has begun, and I’m going to get passed around and treated like another
hassle.
“Let’s get this problem resolved for you. I’m going to transfer you to our _____
specialist who is the best-suited person to answer your question.”
Hearing that I’m being sent to the resident expert — and knowing that the rep who is
sending me has my problem in mind — is much more reassuring than the vague “sorry,
you’re getting transferred” response that most companies use.
Few customers will jump for joy because of a transferred call no matter how you handle
it, but it’s better to assure them that the action was taken in their favor in order to solve
their current problem.
The truth is, you don’t need to be worried about a mass exodus of customers just
because you regularly say “no” to many product features.
Here is some sample language we might use at Help Scout to tell customers a feature
just isn’t the right fit:
“I really appreciate you taking the time to share your thoughts with us. As of this time,
however, [Feature X] isn’t a perfect fit, and we have no immediate plans to implement
it. We do have some other exciting new features planned, and should anything change
about your request, we’ll make sure you are the first to know.”
If you’re using a simple feedback system like Trello to keep track of past requests,
adding an email is easy, so if your stance on a certain feature does change in the
future, it becomes a simple process to notify customers via email.
Bob Farrell describes this as “giving them the pickle,” a phrase which refers to a letter
he received from an unhappy customer who wasn’t able to get an extra pickle for his
hamburger. Fulfilling a small request can often leave a positive impact on a customer,
which is why it’s almost always worth it to just “give them the pickle.”
But what about requests that you truly cannot say yes to?
I can give you a very candid story of when this really mattered to me: I was checking in
to a hotel with a few of my friends, one of whom had a severe allergy to cats. I vividly
remember watching a couple plead with the front desk employee to let their cat stay
(the policy was “No Pets”).
If the front desk employee had given in to their request, he would have (unknowingly)
made our group upset, trading one potentially unhappy customer for an even bigger
problem.
I remember being impressed with how he handled the situation, and I’ll paraphrase his
response below:
“As much as I like fulfilling our customers’ requests, I’m afraid that the ‘No Pets’ policy
we have in place is too important because it impacts the safety and comfort of other
customers. Can I perhaps call around for locations where your cat might be able to
stay?”
It was a stellar response to a pretty wacky request; after all, pet owners should know to
check a hotel’s pet policy before booking a room.
You’ll want to assist right away. You might even hear, “Please, we need this right now!”
Hold steady. You’ll need approval from the current account owner.
Email the account owner (separately so the reply can’t be spoofed), let the person
making the request know you’ve done so, and explain that it’s all about keeping their
account safe. When the owner responds, check to make sure the original message you
sent is included in the reply.
You may still run into something like, “But the account owner is on vacation/has been
fired/is very busy and important!”
For these situations, it helps to have a policy you can point to on your website. That
way, they know you’re not being obstinate; rather, you’re serious about security and
unable to make exceptions. That isn’t always easy for people to stomach, but you still
have to do the right thing.
7. The customer received a defective product
Having a purchase come up short is disheartening from the customer’s perspective. I’m
sure we’ve all run into this scenario: After finally convincing ourselves to pull the trigger
on a purchase, we wait with excitement until it’s delivered … only to have it arrive
broken.
We all internally recognize that even great companies can’t build and ship everything
perfectly, but it’s so frustrating to be the person on the receiving end of a dud.
“I’m so sorry about that; that’s very disappointing! There might have been a slight
mistake in the manufacturing process, or perhaps it was damaged while being shipped.
Can I send a new one out to you right away?”
This script completes three important objectives: It empathizes with the customer’s
frustrating experience, it explains what the problem might be (instead of having a
customer assume you make bad products), and it offers a clear and immediate
solution.
Depending on what you sell and how you conduct business, you might also add, “or
should I send you a full refund?” Either way, know that in this situation, it’s the ability to
relate with a customer that counts.
Sometimes, this anger from customers is unjustified; other times, they have a cause for
their actions. Either way, it’s often quite hard to win back an extremely angry customer.
However, the smart folks at Telephone Doctor have a great system called “ASAP” for
dealing with the most difficult of customers:
• apologize outright
• explain the game plan
• let them know how you’ll be in touch
• follow up when it’s fixed
A few years ago, Help Scout faced some uncharacteristic downtime. It was a terrible
feeling, but we knew we couldn’t just stick our heads in the sand and hope people
wouldn’t notice. We sent our customers the following email:
Hello friend,
Help Scout had two notable status events this week, resulting in roughly 51 minutes of
downtime. Considering our track record and only 61 minutes of downtime in the last
year, this week's performance was disappointing for our whole team.
I'm writing you this note to apologize for such a poor experience. We understand how
critical it is for Help Scout to be up and running at all times and we take that
responsibility very seriously.
We learned a lot from the challenges this week and feel very confident in our ability to
prevent them from repeating. We'll get to work on improvements right away. In the
meantime I hope you have a great weekend!
Nick Francis
When you own up to your mistakes, follow up promptly, and take steps to ensure it
doesn’t happen again. You’ll find your customers can be a forgiving bunch.
The buck should stop with you, however, if a customer requests “the manager” just to
get around an accurate, honest response. When you’re acting with certainty, speak with
kind authority: “I’m afraid my supervisor would have to tell you the same thing. I’m really
sorry we don’t have a better answer for you!”
If they don’t drop it, well, that’s what team leads are for. I’ve also seen it work where
one team member hands off the conversation to another who reiterates the message in
different words: “I’m afraid June is right — we currently don’t have a feasible
workaround. I’m so sorry about that!”
Often, a second opinion is enough to convince the customer there’s nothing more to be
done.
This is relevant here because the average business only hears from 4% of its
dissatisfied customers. Don’t add to that harrowing statistic by leaving people you’ve
helped with an unsolved dilemma.
Your willingness to ensure a customer is leaving perfectly happy shows them three
important things:
“Excellent! I’m glad we were able to get that sorted out for you. Before you go, was
there anything else I could assist you with today? I’m happy to help.”
Believe it or not, there are some people who might walk away with another problem if
they aren’t asked about it. Adding “I’m happy to help” is a very small gesture you can
make that has a big impact. It shows the customer that asking for another favor isn’t
being a burden; in fact, you’d be happy to do it.
And in some cases, this gesture is even what prompts the customer to leave a positive
review.