What is Customer Intimacy?
28 February, 2025
‘Customer intimacy is key to gaining customer trust and loyalty.’ Do you ever feel uncomfortable…
Read more →Shift mindsets and build confident, accountable teams. Deliver exceptional customer service that protects your reputation and keeps customers coming back. Our tailored customer service training equips your team to handle pressure, manage complaints, and connect with customers in ways that drive loyalty, reduce churn, and give your organisation a competitive edge. This isn’t generic training—it’s behavioural transformation with real-world results.
Our customer service workshops will equip your team with the emotional intelligence, communication skills, and behavioural accountability to deliver consistently outstanding service, particularly when they're under pressure. Unlike generic training programs, ours are tailored to your team, your industry, and the realities of your service environment. We don't just teach skills—we shift mindsets, challenge limiting beliefs, and build confidence that sticks.
Our workshops are practical, engaging, and designed to spark real behavioural change. Your team will walk away better equipped to manage complaints, build trust, and represent your organisation with professionalism and empathy. Led by Giles Watson—an experienced consultant with over 20 years of experience in professional services and qualifications, including two Master's degrees—our training is grounded in real-world expertise and delivers results that scale across teams and sectors.
Whether you work in professional services, field-based industries, retail, hospitality, finance, or government, this training helps you turn customer service into your competitive advantage. Our training is available in both face-to-face and online formats, with flexible delivery options to suit your team.
Contact us for an obligation-free chat to learn more about your team and what you're looking to improve. We'll walk you through how the training works and how it can be tailored to suit your needs, whether you're just exploring or ready to move forward. Once we receive your enquiry form, we'll share what's possible and help you decide if it's the right fit for your team.
The goal of our customer service training is not just to improve service—it’s to transform how your team thinks, communicates, and builds real value for your customers every day. Our courses aim to:
Ultimately, this course helps create a culture where professionalism, empathy and accountability are the norm, not the exception.
After completing our customer service training courses, participants will receive a certification to recognise the high standard of learning and skill development they’ve achieved, and will be better able to:
Reduce the number of issues escalated to managers and protect your team from stress and burnout by equipping them with strategies to defuse tension and resolve conflict on the spot.
Build trust with your customers by ensuring every touchpoint reflects your values, protects your brand, and meets service expectations—especially in high-pressure moments.
Using the DiSC framework, participants will learn to adapt their approach on the personality and emotional state of the customer, improving rapport, speed of resolution, and team cohesion.
Help staff move past unhelpful habits and excuses through guided self-awareness and mindset shifts, leading to stronger accountability and personal growth.
Your team will learn how to handle difficult conversations without damaging relationships, preserving trust even when the outcome isn’t ideal.
When service skills become service behaviours, the results show up in fewer complaints, better customer feedback, and more empowered staff, regardless of department or role.
Our training workshops are structured to move beyond surface-level skills and into deep, practical behaviour change—built on proven frameworks, real-world scenarios, and tailored group discussion. Every module is designed to equip your team with tools they can use immediately in their roles. This structure is flexible and can be adapted to suit your organisation’s unique needs, including optional integration of sales elements, internal manager coaching, or train-the-trainer support. Workshops can be delivered in half-day, full-day, or modular formats.
This course is designed for teams and leaders who want to elevate customer service, minimise complaints, and foster a culture of accountability and professionalism. Whether you’re dealing with customers in person, over the phone, or in the field, this training equips your team with the mindset, tools, and confidence to deliver service that fosters loyalty and trust.
We offer flexible delivery options to suit your team, location, and learning preferences—without compromising on engagement or outcomes. Every workshop is highly interactive, tailored to your business, and designed to create real behavioural change. All participants receive a printed or digital workbook, and we’re happy to provide slides and follow-up materials. At the end of each session, participants are encouraged to make their commitments, so the learning sticks and translates back to the workplace.
Training can be delivered at your office, venue, or council facility anywhere in Australia. All we need is a comfortable room and ideally a screen for slides.
Our online workshops are just as interactive as in-person sessions—designed to keep teams engaged and involved.
For larger sessions, we use easy-to-use phone apps to allow:
We can tailor the training experience further with the following:
Giles Watson is the founder of CX Training and a specialist in designing customer service programs that drive meaningful behavioural change. With over 20 years’ experience in professional services management and consultancy, Giles understands the challenges faced by front-line teams—and the strategic priorities of the executives who lead them.
Known for his calm, insightful delivery style, Giles brings a human-centred approach to every session, focusing on emotional intelligence, confident communication, and building long-term customer relationships. Whether online or face-to-face, his goal is always the same: to help teams serve better, solve faster, and stay calm under pressure.
Qualifications & Affiliations: MBA (Distinction), MA in Marketing (Distinction), Certificate IV in Training & Assessment, Member of the Customer Service Institute of Australia and Accredited in Hogan Assessments.
✅ Customised, Human-Centred Programs – No off-the-shelf content. Everything is tailored.
✅ Mindset + Skills = Behaviour Change – We challenge excuses, not just teach tips.
✅ Deep Industry Relevance – Built for professionals, councils, field offices, and customer-facing staff.
✅ Face-to-Face or Online Delivery – Flexible formats. National coverage.
✅ Trusted by Government & Industry Leaders – With repeat engagement from major councils and services.
Absolutely. We don’t believe in one-size-fits-all training. Every workshop is tailored to your industry, your service environment, and the specific challenges your team faces. Whether you’re in finance, government, logistics, or retail, we take time to understand your goals and deliver training that’s relevant, practical, and designed to stick. This ensures the experience feels immediately applicable and offers long-term value.
All our training is delivered by our founder, Giles Watson. Clients consistently tell us they value his engaging, practical and insightful approach. With a strong background in professional services and a deep understanding of customer service dynamics, Giles makes the content relevant, strategic and easy to apply. You can expect a facilitator who’s not only experienced but genuinely invested in delivering lasting impact for your team.
Real success shows up in behaviours, not feedback forms. CX Training can work with you to define between 5 and 10 behavioural outcomes for the training (behaviours you want your team to demonstrate). Before the training, we would then ask – (i) individuals & (ii) their managers to assess the extent to which these behaviours are demonstrated. Then, 2 weeks after the training, we suggest that the assessment for both individuals and their managers be repeated. The improvement in the assessment numbers would demonstrate the success of the training.
Absolutely. We deliver on-site at your premises anywhere in Australia, or online via Zoom or Teams with full interactivity. Whether your team is co-located, remote, or spread across multiple sites, we can adapt to suit. From half-day intensives to multi-session formats, we make it easy to integrate training into your business operations without compromising on engagement or outcomes.
Each participant receives a detailed workbook (either printed or digital), access to practical tools, and the opportunity to create personalised service commitments. For managers, we offer optional debriefs and coaching to help embed learning at a cultural level. You can also add on behavioural profiling (DiSC or Hogan), follow-up webinars, or train-the-trainer support, depending on your internal needs. It’s a comprehensive experience designed to deliver lasting results.
CX Training also licenses the rights for you to use the training materials (Slides and workbook) for internal performance management and coaching within the local client organisation.
There is no definitive limit; however, for workshops focused on behavioural change and coaching, we recommend a maximum of 15 participants per session. This ensures everyone has space to reflect, contribute, and receive meaningful feedback. For larger groups, we utilise interactive tools to keep everyone engaged, whether in-person or online.
We don’t just teach skills—we challenge mindsets and shift behaviours. Our training goes beyond tips and techniques to help your team identify what’s holding them back and build lasting confidence. We focus on emotional intelligence, behavioural accountability, and practical self-awareness—because that’s what leads to meaningful change. You’ll leave with a team that doesn’t just “know more”—they show up differently.
Use the links below to jump to the sections that matter most to your organisation:
Customer expectations have changed. People are less patient, more digitally enabled, and far more likely to switch providers after a poor interaction.
“Over 50 per cent of customers will switch to a competitor after a single unsatisfactory customer experience. This highlights how critical it is to deliver consistently strong service, something that effective training enables.”
→ Zendesk, 35 customer experience statistics to know for 2025
“82% of service professionals say customer demands have increased, 78% of customers feel service is rushed, and 81% expect a personal touch—training is crucial to meet these elevated standards.”
→ Salesforce, AI in Customer Service – A Complete Guide
In short, customer service is no longer just a support function—it’s a competitive advantage. Compounding this shift is the increased complexity of the modern customer journey—more channels, more urgency, and less tolerance for delays or impersonal responses. The consequence? Burnout, complaints, and high team turnover. But there’s good news.
“Companies that prioritise emotional intelligence in their customer service operations are more likely to see increased customer retention, improved brand reputation, and a competitive edge in their industry.”
→ LinkedIn Content Contributor (day-to-day), The Role of Emotional Intelligence in Customer Service
Customer service training isn’t a luxury. It’s your first defence against customer churn—and your foundation for long-term growth.
Customer service training isn’t just about creating polite employees—it’s about creating a culture of professionalism, trust, and long-term customer value. In today’s climate, the cost of not investing is higher than ever. Training isn’t an expense—it’s a performance multiplier.
Investing in customer service training means:
For executive leaders, the investment in training is justified not only by improved customer experience but by measurable business outcomes across several key areas:
It’s more expensive to win new customers than to keep the ones you already have. Exceptional service builds trust, turns first-time buyers into loyal advocates, and reduces churn.
“Over 70% of Australians believe companies are placing no, low or moderate importance on delivering excellent customer service – a perception that has not changed over the past three years.”
→ CPM Australia Report, Uncover the Power of CX Excellence
“Just a 5% increase in customer retention can boost profits by 25% to 95%.”
→ Harvard Business Review, The Value of Keeping the Right Customers
Trained teams are more confident in handling challenging customer interactions. With improved de-escalation and communication skills, they prevent issues from becoming formal complaints, saving time, legal exposure, and reputational damage.
“Based on industry differences, these types of strategies have helped leading companies reduce customer complaints by 30% and build stronger relationships with their customers, leading to better customer retention and increased repurchase rates due to exceptional post-sales service.”
→ LinkedIn, Reduce Customer Complaints by 30%: Which Strategies Can Work and Where?
CSAT and Net Promoter Scores are closely linked to service experiences. Well-trained staff know how to create memorable, positive moments—even when things go wrong.
“When customers feel appreciated, companies gain measurable benefits, including the chance to win more of their customers’ spending dollars. The payoffs for valued, great experiences are tangible: up to a 16% price premium on products and services, plus increased loyalty.”
→ PwC, Experience is everything. Get it right.
Customer-facing roles are emotionally demanding. When people are trained in empathy, confidence, and professionalism, their day-to-day stress levels drop, and their satisfaction rises.
“Engaged employees make it a point to show up to work and do more work, highly engaged business units realise an 81% difference in absenteeism and a 14% difference in productivity. Engaged workers are also more likely to stay with their employers.”
→ Gallup, Employee Engagement vs. Employee Satisfaction and Organisational Culture
Fewer escalations, better first-contact resolution, and more empowered staff lead to operational gains. Support queues shrink, supervisors regain time, and average handling times drop.
“86% of high-performing organisations effectively use learning to improve employee productivity, vs 55% of low performers.”
→ KPMG, Training’s role in productivity: Optimise your approach
One bad interaction can go public, while great ones are shared, recommended, and remembered.
“Training equips teams to respond swiftly and sincerely during missteps, with a genuine apology increasing customer satisfaction by up to 15 per cent.”
→ Zendesk, 7 strategies to win back your customers’ trust after a damaged brand reputation
“Research has found that 80% of customers now consider the experience a company provides to be as important as its products and services.”
→ Salesforce, What Are Customer Expectations, and How Have They Changed?
The most essential skills for customer service go far beyond being polite. They include active listening, emotional intelligence, problem-solving, and the ability to stay calm under pressure, especially when dealing with frustrated or anxious customers.
Customer service professionals today need a mix of human skills (like empathy and tone-shifting) and technical communication skills (like clarity, digital literacy, and product knowledge). These are essential for resolving issues efficiently, protecting your brand reputation, and creating trust in every customer interaction.
In this section, you’ll find a breakdown of the most critical service skills, why they matter, and how training helps build them, so your team can perform with confidence in real-world, high-pressure situations.
Outstanding service starts with listening—not just hearing. Active listening involves paying full attention, asking clarifying questions, and acknowledging the customer’s concerns before offering solutions. It prevents misunderstandings, builds rapport, and helps customers feel truly heard.
“In customer service, it’s the key to making your customers feel valued and understood. Active listening reduces misunderstandings by 40%!
→ Hired Support, 7 Key Principles of Active Listening in Customer Service
Service professionals must be able to explain solutions clearly and calmly across phone, email, and face-to-face interactions—especially under pressure. This skill reduces confusion, speeds up resolutions, and protects your brand’s tone of voice. It also builds trust and makes even difficult conversations feel manageable.
Emotional intelligence (EI) is the ability to recognise and interpret emotional cues, manage your own responses effectively, and communicate with empathy. It’s a must-have for service staff dealing with complaints or emotionally charged situations.
Customers don’t just want an apology—they want a solution. Problem-solving means finding answers quickly, even when internal systems fail, or processes fall short. This skill empowers frontline staff to take ownership, respond confidently, and reduce the need for escalations or callbacks.
In fast-paced service environments, staff often face difficult, anxious, or even aggressive customers. The ability to stay calm, composed, and professional—regardless of the customer’s behaviour—is critical to preventing escalation and maintaining service quality.
“Calmness is a way to demonstrate competence — it’s grace under pressure, not apathy or coldness. Emotions are contagious. If your team is calm, they can help your customers stay calm as well.”
→ Zendesk, How to Manage Customer Satisfaction in a Crisis
Knowing your product or service inside and out is essential for confidence and credibility. Combined with the ability to use CRM tools, ticketing systems, or live chat platforms effectively, this skill enables staff to resolve queries efficiently, reduce handoffs, and maintain customer trust during technical or account-based support.
Every customer is different. The ability to adapt your tone, language, and pace based on the customer’s needs—especially across channels like phone, email, and chat—is a defining trait of service excellence.
“Customer service tone of voice is important for conveying empathy, a driver of customer loyalty. 66 per cent of customers report being more loyal to a company that shows they’re empathetic and understanding when a customer has an issue, and 61 per cent say they’ll spend more to buy from a company that is empathetic and understanding.”
→ Zendesk, How to develop your customer service voice and tone: A guide
These capabilities aren’t just innate—they’re coachable. Practical customer service training helps teams build these skills through:
Over time, these methods help transform soft skills into confident, consistent habits, ensuring that your customers are supported with empathy, clarity, and care in every interaction.
Customer service training isn’t one-size-fits-all, and it shouldn’t be. Different teams, industries, and challenges require different delivery formats. The format you choose will directly impact engagement, retention, and return on investment. Below is a breakdown of the main types of training formats, along with their use cases, ideal applications, and benefits.
Facilitator-led, on-site workshops are ideal for highly interactive learning, where role-playing, live feedback, and real-time discussion are critical. These sessions are efficient when building shared language and behavioural consistency across teams that work closely together. For example, a professional services firm might bring its frontline and support staff into a half-day, in-person training to develop skills in empathy, complaint de-escalation, and maintaining professionalism under pressure, thereby building confidence and cohesion as a team.
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Live virtual training delivers structured, facilitator-led learning via Zoom, Teams, or other platforms, utilising tools such as breakout rooms, polls, and collaborative chat to keep sessions engaging. This is an excellent choice for distributed teams that require a tailored, interactive experience without the cost or complexity of physically bringing people together. For instance, a national contact centre might deliver a three-part virtual workshop to improve phone tone, complaint handling, and empathy across locations, enabling service consistency without the need for travel.
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Self-paced eLearning modules offer a flexible and scalable approach to delivering service knowledge to individuals or large teams. Typically accessed via an LMS or browser, these courses include videos, interactive scenarios, and assessments. While they work well for onboarding or product knowledge, they’re best used to complement—not replace—interactive training. For example, a national retail group may roll out eLearning to seasonal staff ahead of peak season, covering customer greeting techniques, complaint protocols, and basic tone-of-voice principles.
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Blended learning combines live sessions with digital modules to reinforce concepts over time, improving knowledge retention and behaviour change. It’s especially effective for long-term transformation or large organisations looking to build service capability without disrupting operations. A government agency, for example, might launch a six-week blended program where team members attend weekly Zoom sessions, complete interactive eLearning, and engage in peer coaching, reinforcing new behaviours while staying operational.
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Coaching offers a highly personalised way to embed training after formal sessions have ended. Whether it’s one-on-one feedback or small-group coaching, this format supports behavioural change, accountability, and performance at the individual level. For example, following a customer service workshop, a team leader might receive monthly coaching to review client interactions, develop their service leadership skills, and apply coaching techniques with their team, creating a cascade of cultural improvement.
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If your goal is... | Consider... |
Behaviour change, mindset shift | Face-to-face or live online workshops + coaching |
Onboarding, compliance, knowledge transfer | eLearning or blended learning |
Culture shift or team alignment | Blended learning with reinforcement |
Cost-effective upskilling at scale | On-demand training or virtual masterclasses |
Not all customer service training programs are created equal. Some deliver short-term energy but fade within weeks. Others build lasting behavioural change that improves performance, reduces complaints, and strengthens customer relationships over the long term. So, what separates effective programs from forgettable ones? Here are the essential ingredients of high-performing customer service training—and why they matter:
Generic, off-the-shelf training doesn’t stick. The most effective programs are tailored to your team’s roles, customer challenges, service environment, and tone of voice. This ensures relevance, which in turn drives engagement and retention. For example, frontline staff in an industrial parts business need a very different training approach than a public-facing receptionist in government or a professional services account manager.
“Personalisation (23.1%) is the biggest driver of Loyalty, which highlights the importance of tailored customer interactions.”
→ KPMG, Customer Experience Excellence report 2024
Knowing what to do is not the same as doing it under pressure. Strong service training focuses on developing behaviours, not just delivering information. This involves using role-plays, scenario practice, reflection activities, and facilitator feedback to build new habits, especially in areas such as tone, empathy, and escalation.
“This approach aligns with the Kirkpatrick Model of Training Effectiveness, which emphasises behaviour change (Level 3) as a critical success metric, not just knowledge recall (Level 2).”
→ Kirkpatrick Partners, The Kirkpatrick Model
Empathy, active listening, emotional regulation, and confidence are often more impactful than product knowledge alone, especially when customers are stressed, confused, or frustrated.
“Enhanced customer experience demands quality information and human expertise. Despite the new and diverse contact channels available today, Australians increasingly value knowledgeable human representatives. With eight-in-ten Australians saying that great customer service means accessing knowledgeable human representatives (vs. 57% in 2016).”
→ CPM, The State of CX in Australia in 2024
One-off training can boost awareness, but it rarely leads to lasting change. The most effective programs integrate follow-up, coaching, spaced learning, or refresher modules to reinforce key concepts, correct behaviours, and embed confidence. For example, a program may include monthly virtual coaching sessions or “microbursts” of digital content over 90 days.
“Zendesk emphasises that customer service training is not a one-off event: “The best way to ensure your agents provide warm, helpful support is to provide clear guidance, and ongoing customer service training and feedback.”
→ Zendesk, 5 tips for training call centre agents
Training needs to be linked to business impact. The best programs begin with a baseline assessment and end with tangible, trackable results. Common KPIs include:
Effective providers offer pre- and post-training evaluations, surveys, and even customer feedback analysis to demonstrate ROI.
A training program is most potent when it aligns with leadership expectations, service strategy, and internal language. When managers reinforce the skills being taught and model them, the culture shifts from compliance to genuine capability.
“A lack of support staff training shows up in customer interactions. The reason to invest in your customer service representatives is clear. A well-trained customer service representative will be better equipped to support happy customers.”
→ Zendesk, Why customer service training matters: a guide to better service
Customer service training isn’t a one-off event—it’s a strategic investment that requires consistency and reinforcement to create a lasting impact. The optimal training frequency depends on your business model, team size, turnover rate, and service challenges. That said, the most effective organisations integrate multiple touchpoints over time to drive performance, build confidence, and adapt to changing customer needs.
Recommended Training Frequency
Training Type | Frequency | Purpose |
New staff onboarding | Day 1 to Week 2 | Establish service expectations, tone of voice, and core behaviours early |
Quarterly refreshers | Every 3 months | Reinforce key behaviours, address recurring service issues, and boost consistency |
Annual capability uplift | Once per year | Focus on deeper behavioural shifts, team alignment, or customer experience strategy |
Ongoing coaching or micro-learning | Monthly or ad hoc | Provide feedback, support, and reinforcement for skill development and habit-building |
Crisis-response or issue-specific training | As needed | Respond to spikes in complaints, staff turnover, or customer feedback insights. |
Regular training isn’t just about ticking a box—it’s essential for sustaining service quality, adapting to change, and embedding a high-performance culture.
“The best way to ensure your agents provide warm, helpful support… is to provide clear guidance, and ongoing customer service training and feedback.”
→ Zendesk, 5 tips for training call centre agents
If training only happens when things go wrong, it’s reactive, not strategic. A proactive approach builds capability before issues arise, strengthens team culture, and ensures consistent performance under pressure.
When customer service training is integrated into your team’s regular workflow—through onboarding, refresher sessions, coaching, and ongoing reinforcement—it becomes one of your most powerful tools for enhancing customer experience, staff confidence, and long-term loyalty.
The goal isn’t just to fix problems; it’s to prevent them. It’s about building habits, raising standards, and creating a team that thrives under real-world customer demands.
In today’s customer-driven economy, service quality is no longer a nice-to-have—it’s a business-critical capability. This guide has shown that customer service training delivers more than just soft skills; it drives measurable impact across customer loyalty, brand trust, operational efficiency, and team morale.
The most effective organisations aren’t waiting for service issues to arise—they’re building proactive training rhythms that embed service excellence into their culture, systems, and performance strategy. They understand that empowered teams don’t just handle customers well—they create moments that strengthen long-term relationships.
If your organisation is ready to take the next step, now is the time to explore a training approach that is tailored, behavioural, measurable, and built to last. At CX Training, we specialise in customer service programs that are grounded in emotional intelligence, tailored to your industry, and designed to make confident, high-performing teams. Whether you need to lift retention, reduce complaints, or prepare your people for the demands of modern service, we’re here to help you turn service into a strategic advantage.
Let’s start with a conversation. Book a discovery session today and see what’s possible when service becomes a strength.