Delivering Customer Service Excellence Manual St. Kitts
Delivering Customer Service Excellence Manual St. Kitts
Delivering Customer Service Excellence Manual St. Kitts
Freshness-Freedom-Innovation
Delivering Customer
Service Excellence
Participant Manual
About Us
Go Blue Inc. is a Caribbean Management Consulting and Training Company. We are a dedicated
team of professionals who are committed to helping our clients create amazing value, deliver
unsurpassed customer service excellence and doing what is required for their ultimate success. We
focus on helping Caribbean companies build capacity, competence and resilience through
organisational redesign and strategic realignment, talent management and development and
training
Our Mission is to provide our clients with strategic, logistical and technical services; and to
consistently provide fresh and innovative approaches that guarantee the success of our clients,
stakeholders and shareholders.
Our Promise:
To always have a people first approach to doing business – We believe firmly in the ethos of
human potential and development.
Our Guiding Principles:
Professionalism – To be consistently professional in all that we do.
Customer Service Excellence – To consistently provide an unparalleled Customer Experience in
every area of our business.
Integrity – To Always uphold the highest integrity in every aspect of our business.
Teamwork – To always use a team approach so that we consistently deliver high standards of
service to our clients. A people first approach!
Training & Development – To always strive for continuous improvement, we will constantly
update our knowledge.
Course Overview
While many companies promise to deliver a great customer service experience, some are better at
delivering it than others. The main objectives of this workshop are to help organizations deliver
remarkable and unforgettable customer experiences. This workshop is designed around the critical
elements of extraordinary customer service excellence, that when an organization lives them,
creates raving fans and evangelists.
Decades ago, having satisfied customers was a primary management objective via the offering of
quality products and services. Today, products and services are no longer enough to ensure
sustainable customer loyalty. A recent study showed that defecting customer include those who
are satisfied. This course will show employees how to create a deeper emotional connection with
customers to consistently create great customer experiences. It will explore what is customer
Service Excellence, communication skills and techniques, dealing with customer and people
challenges, and critical elements of service excellence particularly in a digital environment.
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Learning Objectives
At the end of this course, you will be able to:
• Demonstrate a customer service approach
• Identify what the customers really want
• Understand the nuances and challenges of providing excellent customer service
• Confront challenges assertively
• Communicate effectively
• Learn how to connect emotionally
• Provide excellent service and consistently get it right
Personal Objectives
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What is Customer Service?
Customer service is the way you treat the people who support your company. These can be paying
customers (external customers) or staff members (internal customers). The customer’s perception
of that service is what brings them back to you for repeated service. Great service is what they cite
when they send referrals to you.
People who provide good customer service (regardless of the nature of their business) earn
psychological benefits in addition to any rewards offered by their company. If you are unhappy in
your job, take an objective look at the kind of service you are giving. In almost every case, your
job satisfaction mirrors the satisfaction people feel when doing business with you. Giving poor
service is a way of beating up on yourself.
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Service is a philosophy — not a department, a program or a policy.
Service Excellence means not only meeting, but exceeding, customer expectations.
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Who Are Your Customers?
Who are our customers? For many of us, customers are easy to identify. They buy something from
us, or we serve them in some way. People will sometimes say, “I don’t work directly with
customers.” Before you accept this idea, try taking a closer look at who our customers are.
Internal customers are the people, departments, or agencies served by what we do. The only
person who might have no internal customers is the individual who works completely alone. For
the rest of us, internal customers are a fact of life. Do you meet with external customers, or
somehow meet the needs of internal customers, like your co-workers?
As individuals, we all have at least one internal customer: our boss. We may also have internal
customers in the form of people we supervise. They rely on us to meet their needs and they form
opinions about how well we meet those needs.
External customers are the people, departments, or tenants who are the end users of our
organization’s products or services. This is a much more traditional use of the term “customer.”
Do you have VIP (very important person) customers, people who rate extra special service? You
may think that certain customers who spend a lot of money at your business are VIPs.
In reality, all the people we work with are our customers and deserve VIP treatment. When we
treat all of our customers like VIPs, we start to become known as an organization that offers
exceptional service to everyone.
What do people want? At the simplest level, our customers have some basic needs.
They want to be understood.
They want to feel welcome.
They want to feel important.
They want to feel comfortable.
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Meeting Expectations
Every individual’s needs are important. Each customer wants to be treated like they are your only
customer. They know that isn’t true, just as well as you do, but they still want that kind of attention.
A service-oriented philosophy says that you are there for your customer.
How do you feel about knowing that customers today are much more demanding than they were
50 years ago? The customer’s expectations are higher than ever, they know more about you and
your products, and they also know about your competition.
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Defined in Your Organization
Standards are helpful because they let us know what is expected of us. They also tell us what we
have to do in order for our work to be considered satisfactory by our supervisors or managers.
Standards also need to meet the expectations of our customers, with a degree of reasonableness.
The customer may feel that the phone should be answered on the first ring, but the company may
have a standard of two or three rings. Since this is pretty close to what the customer expects, it
might be considered close enough. However, we should make certain that our standards are
meeting or exceeding the expectations of our customers. The only way to do this is to ask our
customers, on an ongoing basis, if they are satisfied with the service.
In order to meet expectations, we need to know what the standards are. Here are some sample
standards.
• If customers ask to have their repairs completed in 24 hours, and your standard turnaround
is three days, you have to be clear on what you can do.
• If employees are driving company cars that they sign out as needed, a standard may be that
the car is returned with a full gas tank.
You can replace these with standards that actually fit with your organization. If you have not set
standards yet, perhaps now is the time to do so.
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Create standards for the following items.
Internal Communication
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Communication Skills
Defining Communication
What is communication? It is more than just sending and receiving messages; it is about
understanding those messages. There are lots of things that can and do get in the way of
understanding a message, such as:
• Noise
• Language
• Culture
• Disinterest
• Experience
• Education
• Emotion
• Vocabulary
• Mood
Remember the saying: “We have two ears and one mouth, so we can listen twice as much as we
talk.”
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Empathy
If you are practicing being empathetic, you should avoid phrases like, “I agree” or, “Yes, that’s
true.” Don’t reinforce a concern, either. You can simply express your empathy by rephrasing the
key topic of the person’s statement. Some phrases you might use include:
“I hear…”
“I understand…”
“I think you're saying…”
It is also important to check that the other person is satisfied with your level of understanding or
your explanation. Your ability to empathize will play an important role in your overall
communication skills and your ability to foster a positive and productive environment.
Dangerous Misconceptions
Although we believe that we are being clear when we speak, we’re not always as efficient as we
think. Here are some important misconceptions for you to keep in mind when you are having a
conversation:
People always pay attention when you are speaking to them.
When people say they are paying attention, they really are.
When someone says, "I know," they really do.
Saying something over and over will ensure that your listener understands.
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Body Language Basics
Much of our face-to-face communication is through body language. While we deliver a message
through words, we are also emphasizing, confirming, or even negating what we say through our
tone of voice and our non-verbal body language.
Facial Expression
This needs to be pleasant, or at least neutral. The face should be relaxed instead of tense to convey
that you are comfortable with your role.
Smiling
Smiles are always welcome and help people to relax. When we are tense, however, our smiles can
look like grimaces. Practice smiling in a mirror and get comfortable with offering more smiles.
This shows that you like what you are doing.
Eye Contact
When you speak with people, your eye contact needs to be steady and confident. Don’t stare people
down but do look at them. While there are cultural aspects to eye contact, it’s our position that you
need to look at people so that they see you are being genuine and honest. Also, if you are nervous
you will tend to blink more frequently which can make it look like you have something to hide.
Try to relax so that you blink at a more normal rate.
Overall Message
This needs to be welcoming, confident, and comfortable. Even if we are incredibly busy, our body
language should show that we are interested and focused on this conversation with this person at
this time. Leaning into the conversation, avoiding distractions such as phone calls or people at the
door, controlling nervousness, all convey positive messages through our body language.
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Voice
Your attitude is projected through your voice as well as your body language. Make sure your body
language always says, “I’m here to help as best I can.”
When your voice is annoyed, impatient, or condescending, the other person may become angered
or angrier. Speak with a calm, firm, caring, soothing tone. Your communications will be more
relaxed, more pleasant, and better understood.
The speed and rhythm of your speech is important as well. Clear communication includes
appropriate pauses and inflections to support the words being said.
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Asking Questions
We spend a lot of our lives asking and answering questions, but we aren’t always aware of how
we ask questions. Open questions in particular often give us difficulty, which is unfortunate, since
they are the most important ones for us to become skilled at using.
Closed questions can be answered with a single word or two, or a simple yes or no. They can
begin the closing process in a conversation, or provide confirmation of a detail, but they don’t
usually lead to gathering more information. Where most people need more practice is asking the
open question, those where the listener is given a chance to explain, to tell how they feel about an
issue, or offer suggestions.
Note: Be very careful about “why” questions. All too often these questions sound like accusations,
and the listener immediately becomes defensive.
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Your Initial Greeting
Identify the organization, the department, yourself, and then offer to help. Be careful about verbal
shorthand or internal jargon. Don't make the caller say, "Is this?" or "To whom am I speaking or
communicating with?" Try to make the telephone experience easy for your caller.
Personalizing Service
All customers are important. Together, they represent the sum total of our reason for working
where we do. However, each individual customer craves to have their uniqueness recognized and
acknowledged in the process of being served. We can appreciate each customer’s importance by
knowing and using their name.
A Formula to Practice
• Prepare to hear the name.
• Write it down immediately. If you miss it, ask the person to repeat it.
• Ask, “Let me be sure I’ve spelled your name right. Is that J-a-y-s-o-n?”
• Repeat the name immediately in your next comment to the person.
• Use the name occasionally in the conversation. It’s an attention getter at the beginning of
the sentence.
• Thank the person and use the name again as you are parting.
Addressing a Person
Should you call a person Mr., Ms., or Mrs., or use their first name? It really depends on the
company and whether you have spoken to this person before. Usually, it’s best to err on the side
of caution and use “Mr.” or “Ms.” until the customer says otherwise. Remember that the
expectation may be different depending on your industry. Know what is appropriate and endorsed
within your company.
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important information that they give you, such as numbers, spelling of words, important names,
cities, and streets.
Listen for the caller’s mood to try to determine not only what they are saying, but how they feel
about it. Remember the importance of asking questions until you are sure that you understand the
problem or have as much information as possible.
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Putting Callers on Hold
If you are handling a call and you must put the caller on hold, ask their permission and explain
why you are putting them on hold. You should also give them your best estimate of how long they
will be on hold. Remember that you are asking permission and not making a statement; if they
don’t want to be put on hold, you need to keep the call open.
If you think the waiting time might be more than three minutes, give the caller the option of holding
or having you call back. Waiting time always seems longer than it is.
Progress Reports
A progress report means informing the waiting person what progress is being made on the call.
Here’s an example: "Mr. Johnson, I'm still checking the code for that. Do you mind waiting a little
longer, or should I call you back?"
An Assertiveness Model
One difficulty that we can face in our customer interactions is the need to act assertively. Being
assertive is not natural for some people. It can cause anxiety for the person responsible for
customer service. However, sometimes customer demands really are outrageous or cannot be met.
Sometimes they are rude, and we must intervene assertively in order to resume a sense of calm
and professionalism, either in the workplace or over the telephone.
Speaking assertively doesn’t mean being aggressive, angry, or disrespectful. Assertive behavior
means standing up for your personal rights, and acting in direct, honest, and appropriate ways that
express your thoughts, feelings, and beliefs without violating others’ rights.
There is an assertiveness formula that can help when we aren’t sure how to tell others how we
think or feel and how we would like them to behave. There are several variations to this formula,
and the formula doesn’t work in all situations, but it can be useful. When using the model, you
will frame your conversation in the following way:
• When you (specific behavior)
• I feel (specific feelings)
• I would appreciate it if you (suggested change of behavior)
Example: “When you come into our restaurant and yell at me to get you a good seat, I feel like
you expect me to ignore the lineup that is here in front of you, and I feel embarrassed. I’d like you
to acknowledge me, say good morning, and then wait your turn like everyone else.”
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Think of situations where you could use this formula. Practice the wording to yourself, and then
try it out in a non-stressful situation and see how it works. Like most things, it gets easier with
practice, and feels more natural with time.
You don’t have to act assertively in every situation, and this formula isn’t the only way to deal
with difficult or stressful situations. For example, most of us hate being criticized, but rather than
become defensive, or react assertively, allow the criticism to prick your curiosity. Ask questions
like, “Why do you feel that way?” or, “What exactly do you mean when you say I’m not playing
fair?”
Assertiveness Quiz
YES NO
2. Can you express negative feelings about other people and their
behaviour without using abusive language?
7. Are you able to refuse unreasonable requests from friends, family or co-
workers?
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The Emotional Connection
Building an emotional connection with your customer could be the most important thing you do.
Emotional connection creates and maintains loyalty. Research shows that customers who are
emotionally connected to a product or service, buy more and are more profitable and are more
loyal than customers who are highly satisfied.
So, what is emotional connection? Emotional connection has more to do with capturing the hearts
and minds – how the customers feel when they buy your product or service, how they feel with
they interact with your company. Customers are most likely to connect with you emotionally
because you have fed their desire, stand out from the crowd or become closer to the people they
want to be.
Your focus:
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Problem Solving in Six Steps
Step Six: Select the Best Alternatives as Your Solution and Discuss How to Implement Them
Outline the who, what, when, where, why, and how.
Make sure you consider all people involved.
You may want to develop contingency plans
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Seven Steps to Customer Problem Solving
The Process
Let’s look a specific process that we can use to resolve a customer’s problem.
1. Express respect
2. Listen to understand
3. Uncover their expectations
4. Repeat the specifics of their problem
5. Look for possible solutions
6. Take action and follow through
7. Double check for satisfaction
Once a customer problem is identified, the service recovery process should begin. Not all of the
six steps described below are needed for all customers. Use what you know about your products
and services, and what you can discover about your customers’ problems, to customize your
actions to the specific situation. One size doesn’t fit all.
You should always take immediate steps to solve problems. The sense of urgency you bring to the
problem solving tells your customers that recovery is important to you and to your organization.
Apologize.
It doesn’t matter who is at fault. Customers want someone who will acknowledge that a problem
occurred and show concern.
Offer atonement.
It’s not uncommon for dissatisfied customers to feel injured or put out by a service breakdown.
Often, they will look to you to provide some value-added gesture that says, in a manner appropriate
to the problem, “I want to make it up to you.”
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Service recovery is needed because a customer believes a service promise has been broken. During
the recovery process, you will often make new promises. When you do, be realistic about what
you can and can’t deliver.
Follow up.
You can add a pleasant extra to the recovery sequence by following up a few hours, days, or weeks
later to make sure things really were resolved to your customer’s satisfaction. Don’t assume you’ve
fixed the problem. Check to be sure.
Clear Expectations
Every partner in a relationship has certain expectations of other partners. Most expectations remain
unspoken until they have been violated. One way to develop and maintain effective relationships
is to make your expectations of one another clear.
Connecting with other people brings infinite rewards. Connecting is what our ancestors were doing
thousands of years ago when they gathered around the fire to eat woolly mammoth steaks.
Likeability Works
No matter what you do or where you live, the quality of your attitude determines the quality of
your relationships—not to mention just about everything else in your life. The good news is that
attitudes are yours to select. And if you are free to choose any one you please, why not choose a
useful attitude?
In face-to-face situations, your attitude precedes you. It is the central force in your life—it controls
the quality and appearance of everything you do.
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Power Talk
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How to Feel Powerful in Your Position
What comes out of our mouths can strengthen our relationships with our customers or weaken our
place in their heart. Along with our knowledge, skills, abilities, and a willingness to provide
excellent customer service, the words we use with our customers are so powerful that they can
build or destroy relationships.
Whether at work or in your personal life, people who make things happen learn how to phrase their
words, so they are encouraging and decisive. We can project positive expectations, both in
ourselves and in others, by remembering some basics of good communication.
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Give Credit Where It’s Due
I failed I learned
Accept Responsibility
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