| 1 | establish an effective rapport with customers | 1.1 | meet the organisation’s standards of appearance and behaviour |
| 1.2 | greet the customer respectfully and in a friendly manner |
| 1.3 | communicate with the customer in a way that makes them feel valued and respected |
| 1.4 | identify and confirm the customer’s expectations |
| 1.5 | treat the customer courteously and helpfully at all times |
| 1.6 | keep the customer informed and reassured |
| 1.7 | adapt their own behaviour to respond effectively to different customer behaviour |
| 2 | respond appropriately to customers | 2.1 | respond promptly to a customer seeking assistance |
| 2.2 | select the most appropriate way of communicating with the customer |
| 2.3 | check with the customer that they have fully understood the customer’s expectations |
| 2.4 | respond promptly and positively to the customer’s questions and comments |
| 2.5 | allow the customer time to consider their response and give further explanation when appropriate |
| 3 | communicate information to customers | 3.1 | quickly locate information that will help the customer |
| 3.2 | give the customer the information they need about the services or products offered by the organisation |
| 3.3 | recognise information that the customer might find complicated and check whether the customer fully understands |
| 3.4 | explain clearly to the customers any reasons why their needs or expectations cannot be met |
| 4 | know and understand how to do their job in a customer friendly way | 4.1 | show that they know and understand the organisation’s standards for appearance and behaviour |
| 4.2 | show that they know and understand the organisation’s guidelines for how to recognise what the customer wants and respond appropriately |
| 4.3 | show that they know and understand the organisation’s rules and procedures regarding the methods of communication that they use |
| 4.4 | show that they know and understand how to recognise when a customer is angry or confused |
| 4.5 | show that they know and understand the organisation’s standards for timeliness in responding to customer questions and requests for information |