Essential Skills for Customer Experience Training

What sets extraordinary CSMs apart from the rest? It’s not just about checking boxes or meeting goals—it’s about embodying the traits that turn customers into lifelong advocates. These are the 10 superpowers every high-impact CSM brings to the table: #1 Curiosity: The ability to ask insightful questions, understand customer needs, and find solutions to their problems. #2 Strategic thinking: Looking beyond the immediate needs to align customer goals with long-term business success and growth. #3 Relationship development: Building strong and lasting relationships with customers is crucial for CSMs. This skill involves actively listening and empathizing with customer needs. #4 Problem-solving: The knack for identifying challenges, tackling root causes, and developing effective solutions to meet the customer's needs. #5 Empathy: The ability to genuinely feel what customers feel and connect on a personal level, building trust, and providing personalized solutions that meet their specific needs. #6 Analytic thinking: The ability to turn complex data into actionable strategies that lead to measurable outcomes. #7 Grit: Staying determined and positive, even when the road gets bumpy. #8 Adaptability: Thriving in a world of constant change—whether it’s shifting priorities, industry trends, or customer needs. #9 Time Management: Balancing competing priorities with ease and delivering timely solutions. #10 Creativity: Thinking outside of the box and coming up with creative solutions to problems can help CSMs stand out and provide added value to their customers. 🦸♂️ The best CSMs are SUPERHEROS 🦸♀️ They’re the ones who don’t just meet expectations—they redefine them. What other skill would you add?

Don't call customer service soft skills. This 3-part framework makes them just skills. 📚A quick history lesson before we dive in... The term "soft skills" likely originated with the U.S. Army in the 1960s. The Continental Army Command regulation 350-100-1 defined them this way: "job related skills involving actions affecting primarily people and paper, e.g., inspecting troops, supervising." Over time, "soft skills" have come to mean two things to trainers: 1. Interpersonal skills, like customer service 2. Vague skills that are hard to define or measure 🫤 It's the second part that hurts training. You can't consistently train or evaluate a skill that isn't clearly defined or measurable. In 1972, the Continental Army Command held a soft skills training conference to tackle this issue. Dr. Paul G. Whitmore from HumRRO (a contractor) presented a framework to make soft skills easier to evaluate: 1. What is the purpose of the skill? 2. What are typical situations where this skill is used? 3. What behaviors will successfully achieve the purpose? This framework works really well for customer service skills. 🤝 Let's use rapport as an example. The scenario is receptionists at a health club: 1. What is the purpose of building rapport with customers? ↳ Rapport creates a positive experience that encourages prospective members to join, encourages existing members to renew, and makes it easier to quickly solve problems. 2. What are typical situations where rapport is used? ↳ Examples where the health club receptions might use rapport skills include: ✅ Welcoming new and prospective members ✅ Greeting existing members ✅ Assisting members with membership-related issues 3. What specific rapport behaviors should receptionists exhibit? ↳ A few things might be on this list: (1) Use welcoming body language, such as a friendly wave and a smile. (2) Give visitor a friendly greeting such as "Welcome," "Good morning!", or "Hey (name of member)!" (3) Learn and use member names (4) Demonstrate an interest in the member Yes, this takes a bit more effort upfront to define each customer service skill. Here's the payoff: Clear expectations + consistent training + easy evaluation = Skills

If you’re in a customer-facing role, the way you show up matters. First impressions set the tone and you’re far more likely to win trust (and business) if you lead with a strong introduction and professional presence. Here are 4 practical areas with Do’s ✅ and Don’ts ❌ to sharpen your customer interactions: 1. Introduction: Focus on Value, Not Tenure ✅ DO: Lead with your name, role, and how you help the customer. “Hi, I’m Freya, part of the solutions team here at [Company]. My role is to help you find the right setup so your team gets value faster.” ❌ DON’T: Open with how long you’ve been at the company—it can signal inexperience if short, or sound irrelevant if long. 2. Appearance: Dress for the Customer, Not for Yourself ✅ DO: Match the audience (smart casual for tech, formal for finance, practical-polished for manufacturing). Dress one notch above their expected standard. Stay consistent across touchpoints. ❌ DON’T: Show up underdressed (signals lack of respect) or overdressed (creates distance). Wear distracting logos, patterns, or accessories that pull focus away from you. 3. Tone & Presence: Read the Room ✅ DO: Be clear, confident, and warm. Mirror energy and language without mimicking. Project positive authority (helpful and confident, not overbearing). ❌ DON’T: Apologize for being “new” or “not knowing everything.” Monopolize the conversation - ask, listen, and adapt. Let nerves flatten your energy - customers feel it. 4. Practical Habits That Go a Long Way ✅ DO: Use the customer’s name naturally, early, and often. Have a one-liner that connects your role to their success. Keep eye contact (camera on if virtual). Smile - authentic warmth builds trust. ❌ DON’T: Start with “I’ve only been here X months.” Default to jargon unless you’re certain they share the same vocabulary. Multitask or glance at other screens - presence is everything. These are all general tips and many roads do lead to Rome. In my experience, the most successful customer facing professionals always keep in mind that your introduction isn’t about you - it’s about how you’ll help your customer. Show up prepared, aligned, and focused, and you’ll immediately separate yourself from 90% of the pack.