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Customer Support Training Outline
Train your support team on handling common issues with confidence.
Template
# [Issue Type] Support Training ## Issue Overview What it is: [Brief description of the issue] How often: [Frequency/priority level] Impact: [Why this matters to customers] ## Before You Start - Check: [What to verify first] - Ask: [Questions to ask the customer] - Have ready: [Tools or resources needed] ## Resolution Steps ### Step 1: [First Action] [What to do] What to say: "[Suggested script]" ### Step 2: [Second Action] [What to do] What to say: "[Suggested script]" ### Step 3: [Third Action] [What to do] What to say: "[Suggested script]" ## Troubleshooting If [scenario 1]: - Try [solution] If [scenario 2]: - Try [solution] ## When to Escalate Escalate if: - [Condition 1] - [Condition 2] Escalation path: [Who to contact] ## Wrapping Up - Confirm: [Verify issue is resolved] - Document: [What to log in the ticket] - Follow-up: [Any required follow-up actions] ## Communication Tips - Tone: [How to sound] - Avoid: [What not to say] - Remember: [Key empathy point]
Filled Example: Password Reset
# Password Reset Support Training ## Issue Overview What it is: Customer can't log in and needs password reset How often: 15-20 tickets daily, high priority Impact: Customer is completely blocked from accessing their account ## Before You Start - Check: Is the account active and in good standing? - Ask: "Can you confirm the email address associated with your account?" - Have ready: Account lookup tool, password reset link generator ## Resolution Steps ### Step 1: Verify Identity Ask security question or verify last 4 of payment method What to say: "For your security, can you please confirm [verification method]?" ### Step 2: Send Reset Link Generate and send password reset link to verified email What to say: "I've just sent a password reset link to your email. It should arrive within 2 minutes." ### Step 3: Confirm Receipt Wait for customer to receive and click the link What to say: "Have you received the email? Check your spam folder if you don't see it." ## Troubleshooting If email doesn't arrive: - Verify email spelling - Check if email is blocked (corporate filters) - Offer alternative: reset via SMS if phone is verified If link doesn't work: - Confirm link hasn't expired (24 hours) - Generate a new link - Try a different browser ## When to Escalate Escalate if: - Customer can't pass verification - Account shows suspicious activity - Multiple failed reset attempts Escalation path: Tier 2 Security Team ## Wrapping Up - Confirm: "Can you log in successfully with your new password?" - Document: Log verification method, # of attempts, resolution - Follow-up: No follow-up needed if resolved ## Communication Tips - Tone: Patient and reassuring - this is frustrating for customers - Avoid: Never ask for their password or suggest weak passwords - Remember: Being locked out feels urgent - treat it that way