Explore Our Free Resources | Customer Service Tools

Resources

Our free guides, checklists, eBooks and tools are designed to help your people thrive at work.

 

Resources

Our free guides, checklists, eBooks and tools are designed to help your people thrive at work.

eBook – How to Excel at Customer Complaints
Download our eBook to help your customer service teams reflect on how they handle complaints and feedback—and equip them with practical ways to respond positively and take ownership.
Assessment tool: 12 questions to ask your customer service team
Use our 12-question assessment to uncover how your team thinks and feels about customer interactions—and identify where to celebrate strengths and offer support.
Assessment Guide: Management Training Needs
Use our assessment guide to evaluate your managers’ leadership capability and identify where training can unlock their full potential to inspire, influence and lead with impact.
SOCIAL HOUSING SECTOR: Checklist: 15 questions to excel against the Complaint Handling Code
Use our checklist to complement the Housing Ombudsman’s self-assessment and evaluate whether your culture and capability empower your people to meet and exceed the new Complaint Handling Code.
Checklist: Do your people demonstrate Ownership & Responsibility?
Use our assessment tool to evaluate how well your team demonstrates ownership and responsibility in their interactions—and identify where support or development is needed.
Assessment tool: Do your people have an Optimal Mindset?
Use our checklist to assess whether your teams demonstrate a positive, service-focused mindset and are equipped to collaborate and deliver excellent outcomes.
Information Guide: How to ensure long-lasting impact from training
Use our guide to ensure your training investment delivers long-term behavioural change through effective, organisation-wide embedding and support.
Checklist and guide: Phrases to listen out for and eliminate from customer service responses
Assess whether your teams are using language that supports positive, empathetic service and avoid common phrases that can undermine customer experience.
Guide to assess your listening skills
Use our guide and 1-Day Journal tool to strengthen your listening skills and build more meaningful, collaborative relationships at every level.
SOCIAL HOUSING SECTOR: Glad > Sure > Sorry - the go to complaint handling tool for housing
Empower your team to respond confidently and constructively to resident feedback and complaints using our simple, proven Glad > Sure > Sorry tool.
Glad > Sure > Sorry - the go to complaint handling tool
Discover how our Glad > Sure > Sorry tool can boost your team’s confidence and capability in responding positively to complaints and feedback.
Four important productivity characteristics of Customer Service teams
Explore the four key characteristics of highly productive customer service teams and assess how consistently your team demonstrates them.
Guide: Eight Essentials to Improve Customer Satisfaction
Discover the eight essential factors that form the foundation of a customer-focused culture and assess how well they’re reflected in your team.
Six Steps to Confident Conversations for Managers and Teams 
Use our six-step model to approach any workplace conversation with confidence, empathy and clarity—supporting great service and strong relationships.
Tactics to Improve Productivity and Make Better Use of Your Time
Use our guide to help your teams boost resilience and productivity by focusing on what they can control using seven simple, proven questions.
Seven Characteristics of a Successful eLearning Experience
Explore the key elements of effective eLearning and blended programmes that deliver behaviour change and measurable business impact.
Checklist: How to meet customer expectations when handling feedback and complaints
Use our checklist to assess whether your customer service teams are equipped to turn feedback and complaints into opportunities for loyalty and improvement.
Checklist: The 8-point checklist for choosing the right training provider 
Use our checklist to choose a customer service training provider that drives lasting behavioural change and delivers real business results.
SOCIAL HOUSING SECTOR: Checklist - How to improve your Tenant Satisfaction Measures
Use our checklist to assess your teams’ capability in managing complaints effectively and take action to improve tenant satisfaction.
Our interactive Thriving Pathway Tool
Use our interactive Thriving Pathway tool to assess how resilient your team members are and identify the right support to help them thrive.
FINANCE SECTOR: Assessment Checklist: Do your financial services teams demonstrate these 7 Service Excellence Competencies?
Use our checklist to assess how well your financial services teams align with the 7 Service Excellence Competencies proven to drive customer satisfaction.
Communication Effectiveness Checklist: Building a Thriving Workplace
Discover how effective communication supports a thriving workplace and use our checklist to evaluate your organisation’s strengths.
5 Core Competencies Checklist: Assessing frontline and middle manager capability    
Assess whether your frontline and middle managers have the core leadership skills to turn strategy into action and drive results.
FINANCE SECTOR: The positive power of MGI’s Glad > Sure > Sorry tool for financial services teams  
Help your financial services teams respond to feedback with clarity and confidence using our Glad > Sure > Sorry tool.

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