Customer Service Vision Worksheet

How to develop a Customer Service Vision

It generally takes three steps:

  1. Gather input from employees.
  2. Assemble a small team to write the vision (it takes just two hours with a skilled facilitator).
  3. Share the new vision with all employees to gain buy-in.

Here's a more detailed guide. Or, you can watch this short video from the Managing a Customer Service Team course on

Toister Performance Solutions can facilitate this process to make it fast, easy, and effective.

Want to learn more? Click the button below or call Jeff Toister at 619-955-7946.