If You Want to Get More Done, Have More Fun, and Delight Your Clients Without Answering Emails at 2am — My “Client Happiness Team! How to Support Your Clients with First Class Customer Service” Project Kit Could be for You!

Hey there gorgeous,

One thing’s for sure: You give your clients your all.

You’re extremely motivated, passionate, and fired up about the work you do.

But…

Your day-to-day is SO filled to the brim with coaching, creating and/or marketing that sometimes pieces of your customer service slip through the cracks.

For example, maybe you’re…

Oh, and worst of all, feeling super-strained because you’re constantly hunting for new clients or customers… since the old ones don’t exactly consistently come back.

Sound familiar? If so, Houston, we have a (major) problem!

Angry, upset or unhappy customers breed all kinds of problems.

Think:

– Lower retention and higher churn rates (which means you have to work more, market more and do more work to secure clients month-after-month)

– Subpar reviews (which can undermine your confidence like whoa)

– And even a smaller bank account (because of all the repeat business you’re missing out on!)

Happy customers, on the other hand, lead to an array of positive benefits, like glowing, blush-inducing testimonials, shining referrals and loyal, lifelong buyers.

(And yes, likely a higher bank balance, too.)

Now tell me: Which one would you like to have more of in your business?

Exactly.

The good news?

There’s a very clear-cut way to make your current clients happier and your future clients excited to say yes to you, faster–and bonus?

It doesn’t require you responding to emails at 2 a.m. (Hallelujah!)

Good Customer Service Can Make or Break Your Business

Instead, just imagine this… 

Sound too good to be true? It’s not. 

When you implement the plan inside this project kit, you’ll learn everything you need to know to put together a killer customer service team that treats your customers, prospects and clients like #queens, frees you up to do better work, and gives you the white space to (finally) prioritize your own health & well-being.

Oh, and keeps your lovely clients coming back for more and more and more.

Come learn exactly how to find, hire, manage, and empower a crazy-good customer service team with this step-by-step system, plus get all the customer-satisfaction-boosting templates and word-for-word scripts you could ever need.

Want to Get More Done, Have More Fun and Delight Clients – Without Any Extra Hours?

Start Using My “Client Happiness Team! How to Support Your Clients with First Class Customer Service” Project Kit to Help You Reduce Client Churn and Keep Your Customers Happy (No Answering Emails at 2 a.m. Required)!

Step-by-Step Marketing Plan

You can hand this step-by-step plan to your virtual assistant and she can follow the steps to help you in your business. You can edit and tweak this document with additional information your team may need, or you can even remove anything that doesn’t apply to your business.

You can even record a training video covering each of the steps in this plan that walks your VA through exactly what you need her to do to help you with this project. Then just upload to dropbox and share it with her.

Monthly Results Report

Give this fill-in-the-blank report to your assistant at the completion of your project. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and how she handled them, as well as any feedback she has.

 Task Tracking Calendar

This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.

Common Phrases for Conversations Template

Use this template as an aide to writing your scripts.

Communication Outline Worksheet

Use this visual template and worksheet to create and insert your company scripts for optimal customer communication flow.

Create Your Own Script Template

Use this template whenever you want to create a new script. No matter what type of script you are writing, always start on a positive note.

CS Communication Worksheet

Use this worksheet to ensure your communication skills as a Customer Service representative go above and beyond.

Customer Experience Manifesto Worksheet

Use this worksheet to write a powerful Customer Experience Manifesto.

Customer Service Metrics Worksheet

 Use this worksheet to keep on top of your Customer Service metrics, so you can see where improvement is needed.

Customer Service Monthly Reporting Template

Use this template to create your own focused and targeted Customer Service monthly report form.

Customer Service Rep Monthly Performance

Use this worksheet to track monthly agent performance.

Customer Service Rep Welcome Letter Template

Use this template to write a Welcome Letter for your new Customer Service representative.

Customer Support Platform Comparisons

Use this worksheet to compare Help Desk software and decide which solutions best suit your business.

Frequently Asked Questions Template

Use this template as a shortcut guide to commonly-asked customer service questions.

Sample Customer Service Rep Job Description Template

Use this template as a guide for when you are ready to draft your own CS rep job description.

Training a Customer Service Rep Template

Use this template to develop a training outline for all Customer Service representatives in your company.

Write Your Own Job Description Template

Use this template to easily and quickly write your own job description for a CS rep. 

Business Assessment Checklist

Use this checklist to ensure you’ve thought of everything your VA or agent will need to handle all inquiries

Customer Service Delivery Checklist

Use this checklist to make sure you miss no opportunity to deliver super Customer Service.

Do’s & Don’ts of Customer Sevice Checklist

Use this checklist to make sure you do all the right things when providing customer service – and avoid doing the wrong things!

FAQ & Resource Page Checklist

Use this checklist to make sure you have included all essential information in your FAQ section or page, as well as your Resource page.

Help Desk Feature Checklist

Use this worksheet to determine which features you need in your Help Desk. 

Onboarding a Customer Service Rep Checklist

Use this checklist to properly onboard your customer service representative and set a professional tone that represents your values and gets her clear on your expectations.

Script & Template Checklist

Use this checklist to decide what kind of scripts and templates we need to create for customer service.