Effective Customer Service

2 Credits: Business Management & Organization


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Effective Customer Service

Course Level
CPE Credits

2 Credits: Business Management & Organization

Course Description

Customer service is essential to the welfare of a business, since happy customers will keep buying from the firm for years. In the Effective Customer Service course, we delve into several dozen customer service best practices, all designed to keep customers coming back. Without these practices, a business may have difficulty retaining customers and so will have a more difficult time maintaining adequate sales and profit levels.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the characteristics of customer churn.
  • Specify when a business is in the best position to impress its customers.
  • Identify the goals associated with customer service.
  • Recall who should be responsible for the customer service function.
  • Identify the ways in which the initial user experience with a product can be improved.
  • Recall why collecting customer data can improve the customer experience.
  • Specify how managers can work within an environment where customer service personnel are being empowered to make their own decisions.
  • Specify the advantages of team-based customer service.
  • Recognize best practices for the development of customer service scripts.
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Course Specifics

Course ID
Revision Date
February 29, 2024

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …