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

  • 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.

  • Product Quizzes

    Quizzes for food categories, food families, recipes, and the website. How well can you recall this knowledge?

  • 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!

  • 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.

  • 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.

  • 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

  • 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?

  • Customer Issue Quizzes

    Recall knowledge for processing day, shipping & delivery issues received order questions, and fixing major customer issues.

  • 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?

  • Product

    Product quizzes around the website, new foods, and box fill logic.

  • 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.

  • 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

  • Zendesk Email Training

    We’ll go through Zendesk’s actual training program for support agents!

  • Zendesk Chat Training

    Going through Zendesk’s actual training for Chat agents!

  • 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.

  • Product

    Product quizzes around the website, new foods, and box fill logic.

  • 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.

  • 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

  • Communication

    Communicating to and as a team, reporting bugs, and workshopping answers for customers. Remember that we’re working together toward the same goal.

  • 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?

  • Tone & Voice

    Are we speaking on brand? Is our language positive even in negative situations? Are we always finding a way to say yes?

  • Product

    Product quizzes around the website, new foods, and box fill logic.

  • 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.

  • Tools

    What tools do you want to dive deeper into? Let’s set up time for cross-departmental mentorship on data tools, etc.