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Effective Customer Service Practices for McClellan Fiduciary Corporation

This introduction to customer service at McClellan Fiduciary Corporation outlines essential practices to enhance customer interactions. Begin by warmly greeting customers with a handshake and an introduction, followed by providing your business card. Probe into their needs with thoughtful questions and explain your products and services in a clear manner. Closing a sale involves asking for business and referrals, along with offering to follow up. After the initial interaction, follow up with the customer in two weeks to reinforce appreciation and strengthen the relationship.

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Effective Customer Service Practices for McClellan Fiduciary Corporation

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Presentation Transcript

  1. McClellan Fiduciary Corporation Customer Service Model

  2. Introduction to the Customer • Stand up to greet your customer • Offer a handshake and introduce yourself • Give a business card to your customer

  3. Ask questions to determine needs Explain products and services in an easy, understandable way Ask for business and close the sale Meeting Your Customer’s Needs

  4. Closing the Transaction • Ask for Referrals • Offer to follow up • Express appreciation for the customer’s business • Follow up with the new customer in two weeks

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