Be a Trusted Advisor for Customer-Facing Professionals
Build trusted advisor skills to strengthen customer relationships, increase influence, and turn technical expertise into lasting client relationships.
Be a Trusted Advisor for Customer-Facing Professionals
OVERVIEW
This course equips participants with the mindset and skill set needed to build deep, lasting relationships by becoming a Trusted Advisor.
Through practical frameworks, hands-on exercises, and real-world scenarios, participants will learn how to build credibility, foster trust, communicate with impact, and navigate challenging conversations with confidence and empathy.
By the end of the course, customer-facing technical professionals will have the skills to drive meaningful business outcomes and deliver greater value through every customer interaction.
KEY TOPICS
Customer-Centric Mindset
- Understand how a customer-centric mindset builds stronger relationships and better business outcomes
- Navigate challenges with internal and external customers
- Understand how a customer-focused culture creates trust, value, and customer success
- Develop core customer-centric competencies
Building Trust and Credibility
- Build trust and credibility as a foundation for effective customer communication and collaboration
- Apply practical strategies to repair and rebuild trust when relationships are challenged
- Strengthen customer relationships through consistency, accountability, and follow-through
Improve Influencing and Communication Skills
- Strengthen influencing skills to build alignment and collaborate more effectively
- Identify and overcome common barriers to active listening
- Distinguish between influencing and convincing and know when to use each
- Balance inquiry and advocacy to create productive, customer-focused conversations
- Ask powerful, thought-provoking questions to uncover customer needs and priorities
- Practice active listening to improve understanding, trust, and engagement
- Set clear expectations and communicate realistic timelines with confidence
Adapt Your Working Style
- Recognize your own communication style and its impact on customers
- Adapt your approach to build trust and rapport
- Recognize and respond effectively to different communication styles
- Apply flexible communication strategies to customer interactions
Navigate Challenging Customer Situations
- Apply a proven model to manage customer challenges effectively
- Acknowledge concerns and clarify the situation
- Analyze impact and align on next steps
- Negotiate solutions and set clear commitments
- Ensure customer satisfaction and close the loop
- Practice on realistic customer scenarios that are customized to your organization