Customer Service Training TIps

Setting Customer Expectations

When I talk with managers and their teams about enhancing customer relationships, we`ll occasionally discover problems caused by the absence of a single communication piece. Employees may meet with the customer several times to propose a potential project. Once the customer agrees to go-ahead though, those same employees don’t spend enough time clarifying expectations. For example, during a project if you need customers to put any change-orders to the contract in writing (rather than verbally), then it should be agreed-upon in advance. I`m not talking about the main legal contract that only lawyers can understand. I mean before the work begins, walking a customer through a separate one-page plain-English document that spells out service expectations; complete with spaces for both parties to initial. Better to manage expectations up-front than be forced to do damage-control later on.

Jeff Mowatt is a customer service strategist, award-winning speaker, and bestselling author.   For more tips, training tools or to inquire about engaging Jeff for your team visit

Today’s chuckle:

The winner of the rat race is still a rat.


Like to forward or reprint this tip?

We have some options to make this easier for you. Click here for a printer-friendly  CDrom with all Jeff’s tips.  Click here for  Jeff’s book with 101 top tips.  If you’d like to cut and paste any of our tips or articles from our website, you are welcome to do so  providing  you include the bio and contact information after each tip or article.   Please also email a link to any tips or articles that you post on-line to [email protected].

Copyright © JC Mowatt Seminars Inc.   All rights reserved.

Like to forward or reprint this tip?

Click here for Jeff’s Latest Tip
and to Subscribe for FREE updates


Register today for our 30 – second Trusted Advisor tips and receive as a bonus 15 Phrases that Pay for dealing with stressed and rushed customers.