Moving Beyond Customer Service

Level Mid Level Leader
Duration from 8 to 24 hours
Delivery in-personvirtualIn-person and Virtual
Tags Strategic Planning

This workshop explores the fundamental nature of consulting. Participants will learn the three fundamental skill sets of consulting, specifically: - Alignment: establishing the customer/consultant relationship - Discovery: gathering data to support appropriate recommendations - Implementation: putting recommendations into action They will have the chance to practice consulting skills in a safe workshop environment and receive detailed, specific feedback on their performance. Upon completion of the workshop participants will be able to enter into, manage, and conclude consulting projects of all degrees of complexity.

Course Overview

Course Outcomes

Gain a basic understanding of what it means to be a consultant and what skills are necessary for success

Learn how to deepen the relationship with clients using a proven consulting model

Enhance communications and other inter-personal skills, including:

  • Listening
  • Skillful discussion
  • Effective presentations
  • Negotiations
  • Conflict management
  • Understanding change models

Business Need

The nature of the marketplace has fundamentally changed many customer relationships. Organizations ready to move beyond seeing themselves purely as a provider of goods and services and more as a long-term partner with customers will have a marked advantage over their competitors by significantly deepening the customer relationship. While many organizations have grasped this new dynamic, they may lack the skills and tools to effectively serve as consultants.


Course Topics

Consultant Model and Skill Set icon

Consultant Model and Skill Set

  • Alignment
  • Discovery
  • Implementation
  • Listening
  • Skillful discussion
  • Effective presentations
  • Dealing with resistance
Negotiation icon

Negotiation

  • Learn how to address people’s issues first before seeking solution
  • Help customers identify interests rather than positions
  • Invent options for mutual satisfaction
  • Evaluate decisions using objective criteria
Increase Awareness to Improve Effectiveness icon

Increase Awareness to Improve Effectiveness

  • Use mental models to manage our natural inclination to make assumptions and draw conclusions
  • Balance advocacy with inquiry to generate quality discussion
Conflict Management icon

Conflict Management

  • Look and feel of confidence
  • Communicate persuasively
  • Establish accountability and credibility with clients
  • Role play client scenarios
Change Models icon

Change Models

  • Application to client needs
Presentation Skills icon

Presentation Skills

  • Use mental models to manage our natural inclination to make assumptions and draw conclusions
  • Balance advocacy with inquiry to generate quality discussion

Course Schedule

Typical Course Duration

Virtual: 12 hours

In-person: 24 hours

This course is offered with duration options: from 8 to 24 hours

Our typical syllabus for this course is three-days in length, but we offer a condensed one-day version of this course if a shorter learning experience fits better in your schedule.

DAYSAMPM
1
  • Introduction to consulting
  • Case study part 1: customer needs and requirements
  • Effective client communications:
    • Listening challenges
    • Levels of listening
2
  • Effective client communications:
    • Ladder of inference
    • Skillful discussion
    • Communicating
  • Effective presentations
  • Negotiating Agreement
  • Dealing with client resistance
3
  • Conflict management
  • Case study part 2: deliver as promised
  • Conclude case study
  • Data collection
  • Change models

Delivery Methods

Number of participants

  • in-person: 30
  • virtual: 30

Course Details

Field of Study:

Customer Service

Course Level:

  • Mid Level Leader

Learning Methods:

  • Case Study
  • Discussion
  • Lecture
  • Personal Reflection

Equipment:

  • easel/markers
  • LCD projector and screen

Suggested Prerequisites

None

This Course

Moving Beyond Customer Service

Recommended Follow-up

None
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