Posted in Business Coaching

How to Set Up a Customer Service System in Your New Business

(Excerpt from Up! Course 3, Module 3 – The Architect)

Starting a new business can be an exciting and challenging journey, and one of the most important aspects to consider is how you will set up your customer service. Providing excellent customer service is essential to building a loyal customer base, and it can make or break a new business. Here are some tips on how to set up customer service for your new business.

Tip 1: Determine Your Customer Service Goals

Before you begin setting up your customer service team, you need to determine your goals. What do you want to achieve with your customer service? What kind of experience do you want your customers to have? Your goals should align with your overall business goals and values.

Tip 2: Choose Your Customer Service Channels

There are various ways to provide customer service, such as email, phone, live chat, social media, and in-person. You should choose the channels that are most suitable for your business and your customers. For instance, if you have an online business, live chat and email might be the best channels.
Tip 3: Hire the Right People

Customer service representatives are the face of your business, and they should be friendly, knowledgeable, and able to solve problems quickly. When hiring customer service representatives, look for people who have experience in customer service, excellent communication skills, and a positive attitude.

Tip 4: Train Your Customer Service Representatives

Once you have hired your customer service representatives, it’s essential to provide them with the necessary training on your products or services, company policies, and how to handle diOnce you have hired your customer service representatives, it’s essential to provide them with the necessary training on your products or services, company policies, and how to handle difficult customers. The better trained your customer service representatives are, the more confident they will be in providing excellent service.

Tip 5: Develop a Customer Service Plan

A customer service plan outlines how your business will handle customer inquiries, complaints, and feedback. It should include the steps your representatives will take to resolve issues, how quickly they will respond to customers, and how you will measure customer satisfaction.

Tip 6: Monitor and Improve Your Customer Service

Finally, it’s essential to monitor your customer service performance and continually look for ways to improve. You can do this by collecting customer feedback, tracking response times, and analyzing customer service metrics. This information can help you identify areas where you need to improve and make necessary changes.

Bonus Tip: Start a Loyalty Rewards Program

Starting a loyalty rewards program can be a great way to incentivize repeat business and build customer loyalty in a new business. To begin, consider what rewards you would like to offer your customers, such as discounts, free products or services, or exclusive access to events or sales.

Next, choose a platform for managing the program, such as a loyalty app or a card-based system. Make sure to promote the program to customers through in-store signage, social media, and email campaigns. Once the program is up and running, monitor its effectiveness and make adjustments as needed to keep customers engaged and coming back for more. By investing in a loyalty rewards program, you can establish a strong foundation for long-term success in your business!


Setting up customer service for your new business requires careful planning, hiring the right people, and continuous improvement. By providing excellent customer service and loyalty rewards, you can build a loyal customer base that will support your business for years to come.

🤖 Source: ChatGPT Mar 23 Version. Free Research Preview. ChatGPT may produce inaccurate information about people, places, or facts



John holds four degrees (law, hotel management, literature & computer science, and theater), two decades of technical education, and has 30 years of extensive work experience in the fields of real estate property valuation, mortgage finance, home sales, teaching, and military service. John is the founder and Broker-Owner of Coleman Tanner Realty 🏡 in Florida. As a writer, John has been self-publishing books since 2012. His latest nonfiction book, The Entrefluential Broker, is a DIY guide to launching your own real estate brokerage business. John’s forthcoming book, STR Conversions, will inform real estate investors of how to quadruple their rental income via his new “hotel hacking” strategy. He plans on taking his lessons to online and offline speaking stages to share his tactics with investors in the second half of 2022. To discuss speaking engagements and workshops, interested parties can send inquiries to In addition to writing, John has a love for filmmaking that began while studying theater at Miami-Dade College in 1994. John plans on overseeing the shooting of an in-house “reality tv” show for his real estate practice, Coleman Tanner Realty. 🎬 John also aspires to executive produce independent films that will be a hybrid of the film noir + murder mystery genre and something new, futuristic, and aesthetically appealing to modern day film enthusiasts (think, anime in real life meets Sherlock Holmes). He also enjoys romantic comedies and Hallmark dramas; he wrote a romantic novella, Faithfully, available on Amazon (under the pen name of Jack Morgan) - so stay tuned for romance films as well. When he’s not 🖥 online studying film production, AirBnB, real estate, online marketing, or watching movies and his favorite TV shows on Netflix or the tube 📺 for inspiration. 🎼 John also enjoys playing the guitar 🎸 and piano 🎹 in his free time.