1. How to Create a Customer Service Plan
2. Advantages of a Customer Service Plan
3. Steps to Create a Customer Service Strategy

Finding the right customer service business plan template is the first step to creating a customer service plan. A customer service plan is the policy or contract that is included with the purchase of an item, typically for an additional fee. Using a template to develop the plan can help ensure all important factors have been included in the plan.

How to Create a Customer Service Plan

The first step in creating a customer service plan is to understand the needs and expectations of the customer. A proper service plan should address the client's immediate needs, as well as long-term needs. Considering both will help avoid any future issues for the customer. The next step is to utilize the feedback to create clearly defined steps for executing the service plan.

Advantages of a Customer Service Plan

There are numerous advantages to creating a customer service plan. Several of the advantages include:

  • Increased employee efficiency
  • Higher morale and employee satisfaction
  • Reduced confusion of expectations
  • Minimized stress from misunderstood expectations
  • Maintaining customer satisfaction
  • Competition with other businesses
  • Assessing customer opinions effectively
  • Creating a successful customer strategy

Steps to Create a Customer Service Strategy

1. Create a Customer Service Vision

It's important to begin by understanding the vision and customer service goals of the organization. This information should be communicated to the employees in order to help them provide the best customer service. The business should include all customer-facing employees in training that covers the expectations and company vision.

2. Assess the Customer's Needs

Assessing the needs and expectations is a vital part of business. Misunderstanding the needs of the customer, or blatantly ignoring them, can cause many problems for the business. Some of these problems includes:

  • Wasting valuable resources
  • Not meeting customer expectations
  • Not meeting customer needs
  • Creating unnecessary products or services
  • Loss of sales

There are a few ways to assess customer needs, such as sending out surveys, holding focus groups, or providing customer comment cards. Customer expectations and needs can change quickly and drastically, so it's important to pursue feedback regularly, and assess the results for changes. Using outdated feedback could be just as bad as not collecting feedback at all, or possibly even worse.

3. Hire the Right People

Not everyone has a customer service mindset, so it's important to search for potential employees who have strong customer service skills. Of course some skills can be taught through training and experience, but that's not the case in all situations. To avoid hiring delays or mistakes, the customer service expectations should be clear in the job description and verified during interviews. When going through the hiring process, managers should focus on hiring people of who already have the right skills.

4. Set Customer Service Goals

Understanding the company's goals will help the employee align their efforts with the most important areas. When employees understand how to focus their effort, they will be able to help the company achieve its overall goals. For example, if the company strives to resolve all customer service phone calls within 5 minutes, the employees should be aware of the goal and be held accountable. Creating an environment with recognition of meeting the goal is also a great way to motivate them.

5. Provide Customer Service Training to Employees

Customer service training should outline the expectations and criteria the employees should strive for. Training should be provided for all new employees. In addition, retraining should happen semi-frequently to keep the information fresh for all employees. Training should also be updated as changes are made to the expectations.

6. Hold Employees Accountable

As with providing recognition for success, it is also necessary to hold employees accountable for meeting the expectations. If employees are not meeting goals regularly, they should be notified and actions should be taken to help them achieve the goals effectively.

7. Recognize Employees for Good Service

It's important to provide recognition and feedback to the employees so they understand their situation and performance when it comes to customer service expectations. The frequency of this feedback may vary by business type, but at the very least should be given in a yearly review format.

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