Setting Your Customer Support Team Up For Success

The holiday season can be one of the best and most profitable times of year for your company. It can also be a very challenging time for your customer service team, as they aim to respond to an increased number of calls, emails, and live chats. As customers make purchases in time for gift-giving holidays, it can also be a time of increased customer requests and heightened customer emotions. To make sure your company delivers at peak performance, we’ve put together some important steps you can take to set your Customer Service team up for success. Read on to learn which steps you need to take so your brand creates more happy, loyal customers this year.


Have you ever called Customer Service and received a less than satisfactory experience? You probably remember leaving the conversation feeling disappointed or even angry.

Well, chances are high that the Customer Service Representative either (1) didn’t receive the level of training required to give customers a pleasant experience or (b) didn’t feel empowered to provide you with a better outcome.

In the customer service world of scripts and automated systems, it’s easy to feel disappointed in your experience. But it doesn’t have to be that way for your customers. Read each of the sections below carefully to see how your company can improve your customers’ experience of your brand.

Ensure your Customer Service team knows all relevant information.

If your Customer Service Representatives are not properly trained in all areas, then it’s likely that they will make mistakes that jeopardize your customers’ experience.

Make sure your Customer Service team knows and understands all aspects of:

  • Frequently asked questions
  • SKUs and product information
  • Product troubleshooting
  • Sales and promotions
  • Coupon codes
  • Shipping information
  • Delivery timeframes
  • Fulfillment processes
  • Shipping insurance and claims
  • Lost, stolen, or damaged packages
  • Billing, fraud, and chargebacks
  • Refunds and exchanges
  • Company policies and procedures

It may not be feasible for an individual to understand and retain all of this information. Make it easy on your team by compiling all of this information into a digital handbook entitled “Standard Operating Procedures”.

This way, employees can keep the document open at all times to easily search and reference it as needed. For example, if a customer calls in and wants to know how long it will take to receive an order to their address, the Customer Service Representative can search “delivery timeframes” and instantly pull up a chart with this information.

  • Ticketing
  • Live Chat
  • Call Center
  • Trends report give you a comprehensive overview of how your campaigns are performing.
  • Filter out performance by campaign, by affiliate or other criteria and discover who's performing well.
  • Use the quick filters to easily navigate and see performance based on presets.

Include all relevant information in your Standard Operating Procedures, such as:

  • How to navigate your systems (such as your CRM, phone system, live chat, email, and other commonly used programs)
  • Frequently asked questions (questions the Representative or the customer may have)
  • Order flow (so Representatives understand order status)
  • How to edit an order
  • SKUs and product information
  • Warranty information
  • Product troubleshooting
  • Sales and promotions
  • Shipping information
  • Delivery timeframes (and where orders ship from)
  • Shipping insurance and claims
  • Lost, stolen, or damaged packages
  • Billing, fraud, verifications, and chargebacks
  • Refunds, exchanges, and restocking fees
  • Company policies and procedures
  • Price Match Policy
  • Customer Satisfaction Guarantee

Having all of this information easily accessible will help your Customer Service team feel capable of providing a great experience. And it will also save your managers and supervisors from answering a lot of unnecessary repetitive questions!

Bonus: By creating your comprehensive Standard Operating Procedures, you can cut your training time down significantly for new hires and seasonal employees – without decreasing their level of preparedness.

Discover On Your Own!

Knowledge is important, but only when put into practice. Test everything in our academy right inside the LiveAgent.

Save your Customer Service Reps time with templates.

You can also save your Customer Service team a lot of time by creating “canned response” templates. These are basic templates for answering common customer inquiries such as:

  • Frequently asked questions
  • Return authorization instructions
  • Indirect signature instructions
  • Product troubleshooting processes
  • Warranty information
  • Shipping information and timeframes
  • Lost, stolen, or damaged packages
  • Billing, fraud, verifications, and chargebacks
  • Refunds, exchanges, and restocking fees
  • Company policies (such as a Price Match Policy or Customer Satisfaction Guarantee)

Canned responses allow your Customer Service team to provide a consistent experience for all customers while also giving the Representative enough wiggle room to tailor and customize the response to the individual scenario.

By equipping your team with template responses, you can watch their productivity skyrocket while giving your customers a faster response time.

Empower your Customer Service team to provide a positive customer experience.

Make sure your Customer Service Representatives know and understand all aspects of what they are able and unable to do. Give them as much autonomy as possible when it comes to serving customers. This will empower your service team to creatively solve problems without having to involve management.

Similar to providing canned responses, you may equip your Customer Service team for success by offering a list of possible resolutions to common scenarios such as lost packages, late deliveries, defective products, etc.

Consider setting a limit so your service team knows what they can do without manager approval. For example: “Refunds up to $30 may be given without need for manager approval.” This one tip can save your managerial team time on small requests, and it can give your Representatives a feeling of being capable of providing a satisfactory resolution quickly.

Another great way to empower your team to provide a positive customer experience is similarly simple and easy: Equip your team with on-brand words and phrases, as well as a list of alternative language, which they can refer to when dealing with customers.

Use best practices and find ways to answer customers so the interaction feels good to both the customer and the Customer Service Representative. Eventually this will become the natural way your staff speaks and works but, until then, set them up for successful customer interactions with a cheat sheet.

Here’s an example:

At this timeUnfortunately
My pleasure / You’re welcomeNo problem / No worries
Yes / Absolutely / Certainly / Of courseFor sure / Totally
MalfunctionDefective / Broken
DifficultyIssue / Problem
Inquiry / QuestionConcern

By making these simple swaps in your Customer Service team’s vocabulary, both your customers and your Representatives will feel more positive about the overall experience.

What will you implement next?

By implementing these easy tips and tricks, your company will be able to empower your Customer Service team to provide better customer experiences while creating happier and more loyal customers this year.

Which of the above tips did you find most helpful in setting up your Customer Service team for success this? Tell us in the comments!

Back to Academy list



Soft Skills

Customer Appreciation

Customer Communication

Customer Feedback

Customer Service Department

Help Desk Software

Customer Service


Live Chat

Customer Portal

Call Center Software

Customer Service Reporting

Our website uses cookies. By continuing we assume your permission to deploy cookies, as detailed in our privacy and cookies policy.