Customer Service
Margaret Johnston
Delivering high standards of customer service is the best way to make your business stand out from your competitors, whether you are offering products or services. To make this happen, you need to have employees with the right knowledge, skills and attitudes.
Effective communication is at the heart of great customer service, along with a desire to go the extra mile and exceed customer expectations. It is also important to have systems and procedures that make it easy for your customers to do business with you.
Our practical training courses focus on embedding the values of customer service and developing the skills and strategies required to deal with difficult situations, whilst maintaining good customer relations.
We are experienced in delivering customer service training in different settings including retail, catering, professional services, local authorities and the NHS. We can deliver training for front line employees and for those in more senior positions, taking into account your organisational culture, the type of customers you have and the outcomes you wish to achieve.
Newleaf Associates delivers in-house tailored and bespoke courses in Scotland and in N. Ireland. We can travel to other UK cities accessible by rail or air from Edinburgh.
Click on the links below to see course overviews

Delivering excellent customer service is essential to the success and indeed the survival of all types of organisation. This highly practical one day course will provide the skills and techniques enabling employees to rise to the challenges of meeting customer needs and expectations. It will also provide a forum for discussing customer service issues and identifying ideas for improving the quality of customer service delivery in your business.
Who should attend
Anyone who interacts with customers in their day to day job will benefit from developing skills and confidence for dealing with the ever-increasing demands made by customers.
By the end of the course participants will be able to:
- Explain the main elements of professional customer service
- Outline the needs and expectations of customers (internal and external)
- Identify ways of improving the quality of the customer experience
- Understand the personal impact they can have on customers and how attitudes make the difference
- Use a range of skills for communicating effectively with customers
- Deal constructively with difficult customer interactions and tricky situations
- Defining the importance of customer service from different points of view
- Exploring customer experiences and what makes the difference
- Clarifying customer needs and expectations
- Understanding the connections between internal and external customers
- Exploring attitudes to customers and how these affect standards of service
- Awareness of barriers to communicating with customers – face to face, on the telephone and in writing
- Overview of essential communication skills for dealing with customers
- Focus on questioning, listening and responding skills
- How to build rapport and improve customer relations
- Use of language and how to influence customer behaviour
- How to deal with customer complaints using the CLEAR technique
- Customer feedback and continuous improvement
- Personal action notes and transferring learning to the workplace
Excellent delivery. Group activities very informal which made for a relaxed atmosphere and excellent way to emphasise our roles in the workplace towards our customers.
AC, Albacore
Very relevant. Really good course for anyone who is either just started a job in customer service or a refresher for people who have been working for a long time.
SH, Albacore
Many thanks for making the session enjoyable and reinforcing why the internal and external customer is so very important to an organisation.
GW, Safedem
Very impressed with the day’s activities. All in all I would certainly say the day’s training was a success.
SL, Gorbals Recycles
Very enjoyable day. Lots of practical tips for dealing with customers and improving service.
CM, Fishers Service Ltd
The course was very helpful with plenty of opportunities for questions and discussion. Also very useful course booklet for future reference.
CS, NHS, Scotland

Dealing with customers can be very rewarding and also very challenging when they behave in difficult or unpredictable ways. This highly practical one day course will provide insights into what triggers difficult behaviour along with strategies for dealing with it effectively and more confidently. It will focus on real workplace examples relevant to your sector and on helping employees to remain calm and professional when on the receiving end of difficult behaviour.
Who should attend
Anyone who deals regularly with customers who display difficult or aggressive behaviour will benefit from learning skills and techniques to stay in control and manage interactions for best outcomes.
By the end of the course participants will be able to:
- Explain the needs and expectations of customers
- Recognise and deal effectively with a range of difficult customer behaviours
- Use assertive communication techniques when speaking with customers
- Understand triggers for anger and aggression and the escalation cycle
- Demonstrate the CARP approach for dealing with anger or aggression
- Explain the principles of Transactional Analysis and apply it to customer interactions
- Understanding the needs and expectations of customers
- Identifying difficult customer behaviours with possible causes and effects
- Focus on attitudes and emotions
- Importance of building rapport and showing empathy
- Awareness of body language
- Using assertive communication techniques to manage difficult interactions
- Telephone communication and using your voice to best effect
- Choosing co-operative language to influence customer behaviour
- Recognising common triggers for anger and the escalation cycle
- Understanding the ‘bait concept’ and how to respond
- How to defuse anger and aggression using the CARP system
- Introduction to Transactional Analysis (TA)
- Using the principles of TA to reach better understanding and influence customer behaviour
- How to reduce personal stress and recover quickly after a difficult customer interaction
- Personal action notes
Enjoyed the course – I will definitely put what I have learned into practice. Would recommend this course to anyone who deals with callers and patients in the NHS.
AB, NHS Scotland
Very interesting and informative, will be very helpful in my day to day life not just working! Tutor very clear and made the course fun and interesting.
LS, NHS Scotland
Good discussions and plenty to apply to our work situations. Very useful indeed.
LB, NHS Scotland
Great course. Feeling more confident now about dealing with customers in my new role.
SL, Fife Council
Enjoyed the training. Really got us thinking about how we deal with customers and the ideas and techniques will be invaluable.
MW, Fife Council

Staff in front-line or support roles play a very significant part in projecting the image of your business and can influence whether or not customers decide to do business with you. This practical one day course will help front-line employees to develop their interpersonal skills and make a positive impression on customers. It will also equip them with strategies for dealing effectively with difficult people or situations.
Who should attend
Anyone who works in a front-line role dealing with customers face-to-face and over the telephone will benefit from developing skills and strategies necessary for carrying out this important role.
By the end of the course participants will be able to:
- Outline the roles of front-line staff and how to project positive first impressions
- Explain the importance of good customer service and how to make it happen
- Communicate effectively with customers face to face and over the telephone
- Recognise different behaviour styles and their effects
- Demonstrate assertiveness skills for dealing confidently and professionally with difficult customers or situations
- Roles carried out by front-line staff
- Principles of customer service and benefits from different perspectives
- First impressions count – how to make the right impression
- Balancing the needs and demands made by external and internal customers
- Importance of attitudes
- Overview of essential communication skills
- Problems caused by poor communication
- Telephone techniques – use of voice and tips for good practice
- Questioning, listening and responding skills
- Face to face communication – rapport and body language
- Introduction to assertiveness and different approaches to dealing with difficult situations
- Practising assertiveness techniques
- How to deal with customer complaints using the CLEAR technique
- Personal action notes
The entire course was very helpful and very well delivered.
AC, SAC Consulting
Very interesting course and I learnt a lot about the topics..
DS, SAC Consulting
I very much enjoyed and benefited from the day.
EH, SAC Consulting
Trainer very good. Engaging delivery. Focused on our business so obviously done her homework.
DS, SAC Consulting

All businesses depend on having customers to buy their products or use their services and often find themselves in highly competitive markets. People in a wide range of professions need to be pro-active in promoting what they do and able to communicate convincingly. This practical one day course aims to equip non-salespeople with the confidence and selling skills to influence customer decisions without being pushy or resorting to other negative tactics.
Who should attend
Anyone who works in professional services, consultancy or similar role, who is not an ‘official’ salesperson, but wishes to learn techniques and strategies for promoting their services and winning customers or clients.
By the end of the course participants will be able to:
- Explain buyer motivation and take this into account when selling
- Outline the differences between transactional and consultative selling
- Describe the process of selling and put into practice key skills of listening and asking the right questions
- Promote services or products in a clear and confident way that appeals to customers
- Recognise different personality types and adapt selling approach accordingly
- Introduction to selling and personal qualities necessary for success
- Insights into buyer behaviour and motivation
- Overview of different models of selling – transactional and consultative
- The process of selling with explanation of each stage
- Overview of key skills for success at selling
- Listening actively and asking the right questions
- How to engage with potential customers and build rapport
- How to express features and benefits of a product or service
- Awareness of body language and reading signals
- Importance of building trust and credibility
- Developing and practising the dreaded ‘elevator pitch’
- How to survive and make the most of networking events
- Different types of objections and techniques for handling them
- Gaining commitment and closing the sale
- Importance of follow up and tips on good practice
- Practical sellingscenarios
- How to recognise different personality types and adapt your selling approach accordingly
- Personal action notes
Very good variety of delivery and plenty of handy tips.
EG, SAC Consulting
Very good course, well worth attending. Well tailored to our needs.
JG, SAC Consulting
Excellent delivery. Very well prepared and set at right level for the participants.
TP, SAC Consulting
Course was a nice pace. Trainer very helpful and knew her subject.
SP, SAC Consulting
Contact Us to discuss how we can help you with customer service training