Scribd Logo
Upload

Welcome to Scribd!

  • Connecting With Clients

    Uploaded by

    Jett Cabanatan Nisola
    2 views6 pages
    This document outlines guidelines for customer service representatives to follow when handling customer requests, including identifying the customer, verifying their information, and properly engaging with them in a professional manner throughout the call by using their name, avoiding long silences, and building trust. The main goals are to connect with customers by properly identifying them, verifying their details, and engaging in a courteous interaction.

    Original Description:

    Original Title

    Connecting with Clients

    Copyright

    © © All Rights Reserved

    Available Formats

    PPTX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document outlines guidelines for customer service representatives to follow when handling customer requests, including identifying the customer, verifying their information, and properly engaging with them in a professional manner throughout the call by using their name, avoiding long silences, and building trust. The main goals are to connect with customers by properly identifying them, verifying their details, and engaging in a courteous interaction.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    2 views6 pages

    Connecting With Clients

    Uploaded by

    Jett Cabanatan Nisola
    This document outlines guidelines for customer service representatives to follow when handling customer requests, including identifying the customer, verifying their information, and properly engaging with them in a professional manner throughout the call by using their name, avoiding long silences, and building trust. The main goals are to connect with customers by properly identifying them, verifying their details, and engaging in a courteous interaction.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 6

    Be aware…

    Connect with
    Care
    Identification

    Verification

    Engagement
    Identification
    Service Request
    Details
    - Name
    - Phone Number
    - Claim Number
    - Description
    - Contact Reason
    - Policy Number

    Update Details
    Verification

    Clear Security
    - follow security
    guidelines

    Data Privacy
    Engagement
    - Opening the call
    - Professional and
    Courteous
    - Name Use
    - Hold/Dead Air
    - Closing the call
    Build Trust
    Commitment from the audience to:

    Identify Verify Engage

    Connect with clients

    You might also like