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Professional appearance
Match the required professional attire of the given environment, which can be formal, business casual, or industry-specific.
Formal attire
Typically includes a tailored suit, dress shirt, tie or bowtie for men, and a formal dress or pant suit for women, with conservative accessories.
Business casual attire
Generally consists of dress slacks or chinos, collared shirts, and closed-toe shoes; skirts or dresses for women, avoiding overly casual items.
Use proper language
Avoid slang, jargon, and technical acronyms and communicate in clear terms that everyone understands.
Project confidence
Convey assurance in your abilities; use a positive tone of voice and avoid mumbling to instill trust.
Actively listen to the customer
Avoid interrupting while the customer describes their problem; ask non-judgmental questions for clarity.
Be culturally sensitive
Be aware of others' perspectives in communication and problem-solving, using appropriate professional titles.
Be on time
Arrive at the agreed-upon time; if late, apologize and provide a new ETA.
Avoid distractions
Don’t allow interruptions while helping a customer; avoid personal calls, texting, or social media.
Dealing with difficult situations/customers
Avoid arguing, don’t dismiss issues, clarify statements, and use discretion in discussions.
Setting/meeting expectations
Offer options to customers, provide thorough documentation, and keep them informed about status.
Appropriately handle private materials
Store confidential materials securely, limit access, and follow customer preferences for disposal.