10 Steps for Customer Service Excellence without draining your energy

In the hustle and bustle of the busy fall season, we need to remember why we do what we do and equally balance the client experience + our own stress and energy!

Sharing some tips to consider in order to obtain that balance as things pick up the pace and stress is on the rise.

Customer Service Excellence

1. Know when someone is not “your client”

2. Be confident in your process and offerings

3. Set the narrative of your process and leadership

4. Make a client feel seen and heard

5. Educate on timelines and expectations

6. Provide resources and cheat sheets

7. Let clients be themselves, listen but lead

8. Keep it positive and solution focused having
   planned for Plan B, C, D etc.

9. Keep your word, or better yet, over deliver

10. Guide every step of the way

Throughout the client experience, keep your “cup full” by…

1. Slowing down, staying present and assessing each task frequently — beware of the “It’ll take me 5 minutes” mindset

2. Define your priorities & be realistic

3. Allow the client to know what communication time looks like

4. Learn to say no or offer alternatives

5. Plan timelines in advance around personal measures

6. Consider delegating to a contractor or team

If you haven’t seen the PDF where Interviewed over 50 leading industry pros about how they manager stress, check it out here.