One-on-One Coaching Services
CSR
Client Service Representative (CSR)
1-on-1 Training
Your Client Service Representative (CSR) is the first impression your business makes—and that impression matters. If your CSR isn't equipped to deliver exceptional service, they're not just missing opportunities—they’re turning away the right Clients and attracting the wrong ones.
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This one-on-one training program is designed to sharpen your CSR’s communication, problem-solving, and customer engagement skills, helping them create memorable Client experiences that foster loyalty and drive growth.
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Ready to empower your CSR with the tools they need to represent your business at its best?
SA
Service Advisor
1-on-1 Training
Your Service Advisor is the vital link between your Technicians and your Clients. If they can't build trust and guide Clients confidently through the repair process, you're not just risking a poor experience—you're losing repeat business and wasting money on marketing to replace it.
This one-on-one training is designed to elevate your Advisor’s ability to communicate with clarity, create strong Client relationships, and drive confidence in every recommendation and interaction. When your Advisor leads with trust, your Clients come back—and your revenue follows.
Ready to transform your Team into trusted professionals your Clients rely on?
Ready to take the next step?
Let's see what ShiftPoint Training Academy can do for you! Click the button below to book a FREE Discovery Call today.
Why 1-on-1 Coaching?
At ShiftPoint Training Academy, we feel that Team members thrive best in one-on-one training situations. This allows coaches to focus on individual needs and tailor training sessions to specific struggles, yielding the best results and providing the biggest transformation for your Team Member(s), therefore your Business.
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Client Service Representative (CSR) Training
Turn First Impressions Into Lasting Client Relationships
Your Client Service Representative (CSR) is the face and voice of your business. From the very first call or walk-in, your CSR sets the tone for your Client’s entire experience. That first impression doesn’t just matter—it’s everything.
If your CSR isn’t equipped to deliver top-tier service, you’re not just missing opportunities—you’re potentially losing the Clients you want most and attracting the ones you don’t. Inconsistent communication, lack of confidence, or poor follow-through can quietly cost your shop thousands in lost revenue and reputation.
Our one-on-one CSR training is designed to change that. Through personalized coaching, your Team member will build essential skills in communication, problem-solving, Client engagement, and emotional intelligence. They’ll learn how to handle tough conversations, exceed expectations, and make every Client feel heard, respected and eager to return.
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This training helps your CSR:
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Create strong first impressions that build Client trust
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Communicate with clarity and professionalism across all touchpoints
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Stay calm and confident under pressure
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Turn phone calls and drop-ins into booked appointments
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Represent your shop in a way that reflects your values and vision
Don’t leave your Client experience to chance. Give your CSR the tools to shine—and your Clients every reason to come back.​
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Service Advisor Training
Build Trust. Increase Approvals. Create Loyal Clients.
Your Service Advisor isn’t just a go-between—they’re the heartbeat of your Client experience. As the key liaison between your Technicians and your Clients, your Advisor plays a critical role in shaping how your shop is perceived, how services are understood and whether Clients choose to say yes to your recommendations.
If your Advisor struggles to communicate clearly and/or confidently guide Clients through the repair process, the impact is bigger than you think. You’re not just risking miscommunication or a missed upsell—you’re losing long-term loyalty and wasting money trying to replace lost business through marketing.
Our one-on-one Service Advisor training is designed to shift that trajectory. Through targeted, real-time coaching, your Advisor will gain the tools and techniques needed to build trust, present services with professionalism, and handle objections with ease. The result? A smoother workflow, higher approval rates, and Clients who leave feeling supported—not sold to.
This training helps your Advisor:
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Communicate with confidence, clarity, and empathy
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Build long-term trust with Clients through transparent interactions
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Present services in a way that increases approvals without pressure
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Navigate objections with professionalism and ease
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Become a reliable, respected voice Clients feel good saying “yes” to​
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When your Advisor leads with trust, your Clients return with confidence. Let’s turn your front counter into your shop’s strongest advantage.
