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Customer Service Reps

Writer's picture: Carol SpanglerCarol Spangler

Customer service representatives are such important people in our lives. While bots sometimes resolve issues quickly and easily, other times it is necessary to talk with a person to get to the bottom of a specific need or problem:


When speaking with a human, here are a few ideas to be prepared:

  1. On a sheet of paper, write down the name and phone number of the company you are calling, the time and date of the call. Keep this paper with the product information beside you as you talk through the issue. As needed, take notes or write down other information gained from the call.

  2. When speaking to a person, use a calm voice. Greet the person.

  3. Have the correct information saved and available on your device or written in a notebook or on a piece of paper. Write clearly.

Include these:

The product name, price and purchase date

What card or method first used to purchase the product or service

  • Say what you want:

*I want to return the item for credit on my card, please.

*I want to return the item for a different size, please.

*I want to check on the status of my order, please.

  • Set aside adequate time in a quiet area to resolve the issue.

  • Have your phone charged before starting the call.

  • Finally, save all of the information in a place where you can find it.

  • Save info 2 ways: On your device and as a hard copy in a file box in a labeled folder.

During this busy season with extra activities, celebrations and gatherings, it is especially important to keep track of product exchanges, problems or back orders. Cheers to all who make shopping and living so much better for customers!



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