LL - Health Brand Customer Service Call Script



Use the company name and your name in a friendly greeting:

"Thank you for calling (Company Name). My name is _____ ."

Obtain the customer name: "Can I have your name please?" or "Who do I have the pleasure of speaking with today?"

Developing a relationship: (don't forget to make a PEC/personal emotional connection).

"Hi _ customer name____! How are you? How can I make you smile today?" 

(Determine the nature of the call. Is it Service or SALES?

  • IF sales, move to SALES SCRIPT.)
  • IF Customer Service ---> Move to resolve their request. 

Agent: “I'm happy to help you with that! 

Apologize for all loss of service immediately / acknowledge their feedback: " I'm incredibly sorry to hear (repeat their feedback)..."

Reassure that you will Resolve the issue: "Please be assured that I'm going to do all I can to help you get this resolved as quickly as possible" 

Verify:

"First, let's start by looking up your order - can you please verify your name, email address, and best phone to contact you back (should we get disconnected) so I can locate your order?”

  • (LOOK UP in Zoho first, then HelpScout -- (And Update their Customer Profile) - If they are not in HelpScout add them because you will need to send a follow-up email. 

Give a special Thanks for Choosing our Company to all customers: "First, I want to thank you for your choosing "DELMar . We sincerely appreciate your business and are dedicated to helping our customers be successful at achieving their health goals." 

Give a special thanks for being a VIP or Auto-Refill Customer:  "Thanks so much for being a VIP Customer. We sincerely appreciate your business and are dedicated to helping our customers be successful at achieving their health goals" 

Apologize AGAIN for all loss of service / Thanks for their feedback: " Again, I'm incredibly sorry to hear (repeat their feedback)..."

Reassure that you will Resolve the issue: "Please be assured that I'm going to do all I can to help you get this resolved as quickly as possible" 

For cancel requests --->Apply the Save a Sale Script where needed: ( Save a Sale)

  • Edit or Cancel Subscription and Pending Orders, Send Return Instructions if needed, Document, Notate

For return refund --->Apply the Save a Sale Script where needed: ( Save a Sale)

  • Edit or Cancel Subscription and Pending Orders, Send Return Instructions if needed, Document, Notate

For Account Adjustment  --->

  • Adjust or edit account, Notate, Follow up by email if needed

Upsell: "I almost forgot to tell you, that we are running a great deal TODAY on our Vitamin D3, we call it sunshine in a bottle........ I can give you $5 off a bottle of Vitamin D3 - it's normally $xx, would you like to add this on?"


Summarize the call


Close the call


Next Steps:

  • Confirm all order form information & place order 
  • Document adverse reaction or zoho complaint
  • Send a follow-up email 
  • Make a note
  • Assign the ticket / post in appropriate slack channel
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