On-going Training.
Keeping a support team engaged in their work and knowledgeable about the product and people they support is a huge part of leading. I’ve been using a training program like the one below for a few years now to cycle through important information on a regular basis while keeping them engaged with the company and each other.
Q1: Product Training
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Product Use Videos & Walkthroughs
How do you customize a box? Setting up a food profile. Skipping, rescheduling, holding & canceling orders. How to find and make recipes.
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Product Quizzes
Quizzes for food categories, food families, recipes, and the website. How well can you recall this knowledge?
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Product Lunch & Learn
Each month a team member will walk us through a digital product - either a new feature, something that’s been updated, or something they would like to dig deeper into. We’ll have lunch together and learn!
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Customers
We’ll share a weekly customer success story in our team meeting, review 3 excellent tickets and 3 challenging tickets in individual QA sessions.
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Tools
To stay sharp with our CX toolbox, this quarter we’ll brush up on our Zendesk email and chat tool skills, dive deeper into Stella Connect, and run through some Airtable tutorials.
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Soft Skills
This quarter’s soft skill focus is how we speak to customers. We’ll share articles on tone, asking questions, and giving answers. We’ll discuss in team meeting!
Q2: Knowing Our Customers
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Defining Customer Personas
Who are our customers? How do we approach them differently when they reach out? How do we engage them differently on each channel?
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Customer Issue Quizzes
Recall knowledge for processing day, shipping & delivery issues received order questions, and fixing major customer issues.
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Customer Lunch & Learn
Each month a team member will walk us through a different customer persona. Who are they, why do they engage with us, and how do we best serve them?
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Product
Product quizzes around the website, new foods, and box fill logic.
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Tools
To stay sharp with our CX toolbox, this quarter we’ll brush up on why personal macros can be a no-go, dive deeper into bug reporting and run through some more Airtable tutorials.
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Soft Skills
This quarter’s soft skill focus is how we speak to customers. We’ll share articles on tone, asking questions, and giving answers. We’ll discuss in team meeting!
Q3: The CX Toolbox
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Zendesk Email Training
We’ll go through Zendesk’s actual training program for support agents!
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Zendesk Chat Training
Going through Zendesk’s actual training for Chat agents!
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Toolbox Lunch & Learn
Each month a different team member who’s exhibited power user status will walk us through their favorite tools and expert tricks on using them. This quarter we’ll focus on customizing macros for chat and updating Airtable views for yourself.
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Product
Product quizzes around the website, new foods, and box fill logic.
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Customers
We’ll share a weekly customer success story in our team meeting, review 3 excellent tickets and 3 challenging tickets in individual QA sessions.
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Soft Skills
This quarter’s soft skill focus is team communication, active listening & reading. How do these things impact how we help our customers?
Q4: Soft Skills
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Communication
Communicating to and as a team, reporting bugs, and workshopping answers for customers. Remember that we’re working together toward the same goal.
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Active Listening
What is the customer actually saying or asking us? How do we marry customer language with our own? How do we convey customer language to other departments?
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Tone & Voice
Are we speaking on brand? Is our language positive even in negative situations? Are we always finding a way to say yes?
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Product
Product quizzes around the website, new foods, and box fill logic.
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Customers
We’ll share a weekly customer success story in our team meeting, review 3 excellent tickets and 3 challenging tickets in individual QA sessions.
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Tools
What tools do you want to dive deeper into? Let’s set up time for cross-departmental mentorship on data tools, etc.