Field Customer Service Essentials


Program Format

This one-day onsite instructor-led session equips your field employees with key behaviors and interaction techniques to show a customer-first focus. The workshop is customized with your real-world scenarios designed to meet your desired outcomes and can be split into shorter sessions to accommodate schedules.

The workshop teaches your field representatives to Be GREAT at all times. Be GREAT is a quick and powerful acronym that defines how to be the best for the customer as well as the company. The Be GREAT acronym stands for:

  • Greeting
  • Respect
  • Empathy
  • Accountability
  • Talk

By training both internal team members and the team out in the field, your organization will have a powerful, positive and cohesive brand. The workshop will engage participants with multimedia, fun, and interactive group exercises.

Learning Outcomes

You have more power than you may realize. Field employees will learn to recognize their unique influence on customers and practice behaviors that instill confidence and comfort. Participants will identify and examine interaction points with customers so they can create a plan using the Be GREAT techniques.

Business Outcomes


Reduction in customer Complaints.

Create more enjoyment for both customers & Field Reps.

Increase Customer Satisfaction.

Strengthening of the company's desired reputation.

Who should attend?

Every employee who interacts with customers in-person in the field can benefit from this workshop.


Equip your team in the field with GREAT skills.

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