• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Service Excellence

Service Excellence

Business Coaching for Home Services

Get Started
  • About Us
    • Meet Our Team
    • Contact Us
  • Training
    • Leadership Live
    • Office Hours
    • Standalone Trainings
    • PRESS PLAY Training Series
  • Coaching
    • The Growth Group
    • Your Growth Partner
    • Fix One Thing Sprint
    • Meet Our Team
  • Resources
    • Growth Capacity Scorecard
    • Free Guides & Templates
    • Business Tools
    • Newsletter
    • Articles
    • Podcasts
      • Windshield Time
      • Todd Liles & The Wizard of Ads
      • The $100 Million Mindset
  • Pricing
Get Started

  • About Us
    • Meet Our Team
    • Contact Us
  • Training
    • Leadership Live
    • Office Hours
    • Standalone Trainings
    • PRESS PLAY Training Series
  • Coaching
    • The Growth Group
    • Your Growth Partner
    • Fix One Thing Sprint
    • Meet Our Team
  • Resources
    • Growth Capacity Scorecard
    • Free Guides & Templates
    • Business Tools
    • Newsletter
    • Articles
    • Podcasts
      • Windshield Time
      • Todd Liles & The Wizard of Ads
      • The $100 Million Mindset
  • Pricing

Get Started

7 Ways A CSR Can Be More Successful

November 14, 2022 by Brandy Loudermilk
Share:

Customer service representatives (CSRs) are the true front-line of any service company. For a Tech or Sales pro to even reach the front door, it takes a CSR to first book the call. So, it’s important that CSRs get the highest level of training to close more calls and boost client satisfaction.

Boosting Client Satisfaction

How can your CSRs book more quality calls and increase client “extra-satisfaction?” First, make sure your employees understand the value that your company provides through your services. The CSRs need to understand the benefits to the client for the service that is provided.

A great way to demonstrate value in the moment is by having your CSRs go on a ride-along. This way, they can witness the services your company provides first-hand. Drawing on real-life experience can help fuel them when they’re back at the office trying to close a call. Read on to learn some of the common questions about CSR success.

1. What Makes A Good Customer Service Representative?

When deciding who to hire, you can utilize DISC profiles and look for someone who can communicate with various personality types. For dependable CSRs, that means a personality that is steady and people-oriented. Also, performing a phone interview will be an added benefit when hiring a new CSR as phone conversations will be a daily requirement.

2. How Important Is Your CSR To The Company?

The CSR is the first impression of the company and is responsible for keeping everyone else working. CSRs set up the expectations and settle anxieties prior to the tech showing up. Make sure your CSRs know how important they are and how much you appreciate them.

3. Should A CSR Dispatch?

Not every CSR should dispatch. In fact, it depends on the size of your company and the skill sets of the individual. Oftentimes, these two roles have opposing KPIs and are meant to hold each other accountable. Generally speaking, CSRs and dispatchers should be kept separate. The best plan of action is to match the skill set to the job.

4. How Can You Avoid Giving A Price Over The Phone?

Turn a negative into a positive and build value in your process by speaking about the benefits to the client. Building value before discussing the investment helps to take pressure off the client. Also, since you should be familiar with the DISC profiles, figure out the personality profile of the client on the other end and speak to them based on how they make decisions.

5. Should A CSR Use A Script?

A CSR should have guidelines but should be comfortable with the process to naturally adapt to each call and client. Every client is different, so your CSR should match what they say and how they say it to the client’s personality. There’s no such thing as a one-size-fits-all script, so your CSR should be flexible when taking calls.

6. How Do You Overcome A Dispatch Fee Objection?

If your CSRs are getting this objection then they’re probably bringing it up too early. They need to build value in the service before mentioning the investment. Remember, always tie a feature to a benefit. Any investments your client may choose to make shouldn’t be mentioned before building value.

7. How Do You Gain Control Of A Conversation When The Caller Dominates The Call?

Your CSR can steer the conversation by asking questions. This will help to redirect the caller’s attention and to show that your CSR is the expert. They can use yes or no questions or open-ended questions to gather information but maintain control of the call.

Category: CSRTag: book more calls, booking rate, Call Tracking, close rate, CSR, CSRs, CSRs and Dispatcher, Dispatchers, Marketing, Marketing Costs, Revenue, Sales

From the Desk of Todd Liles.

One real problem from the field. Broken down. Every week. Join 10,000+ home service owners.

Get the Next Issue

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*

Previous Post:service technician checking a ductless acI Need To Get 3 Bids
Next Post:Interview with Stephen MooreFireStarter Podcast logo

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Service Excellence

142 Cimarron Park Loop, Ste E
Buda, TX 78610

(512) 333-4133

Follow Service Excellence on FacebookFollow Service Excellence on YouTube

Who We Serve

  • Home Service Businesses
  • HVAC Businesses
  • Plumbing Businesses
  • Electrical Services Businesses
  • Pest Control Businesses
  • Foundation Repair Businesses
  • Handyman Service Businesses
  • Restoration Service Businesses

Coaching & Training

  • PRESS PLAY Training Series
  • Your Growth Partner
  • The Growth Group
  • Fix One Thing Sprint

About

  • About Us
  • Contact
  • Meet Our Team

Resources

  • All Resources
  • The Growth Library
  • Blog
  • Podcasts

Privacy Policy | Accessibility Policy | Terms and Conditions
Copyright © 2026 · Service Excellence · All Rights Reserved

Search

Filter by Audience

Get Started with your 7 Ways A CSR Can Be More Successful

Fill out the form below to get started with your 7 Ways A CSR Can Be More Successful.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*