Strategies for Getting Started with Proactive Customer Service

Provide necessary materials, tools, and protocols to your workforce so that they can deliver proactive support to your clients.

What matters most
Proactive Customer Service
Pre-Emptive Customer Service 
Active Customer Service
Lack of diversity at the top

How It Works

Our Proven 6 Step Process

#1 Needs Assessment

The first step in the process is to understand the client’s HR needs. This involves identifying their current HR challenges and gaps, and determining what HR services they require. EFHR should conduct an initial consultation with the client to gain a better understanding of their business goals and HR requirements.

#2 Proposal

After assessing the client’s needs,EFHR should provide a proposal outlining the services they will provide, the timeline for delivery, and the associated costs. The proposal should be comprehensive and transparent, ensuring that the client understands the scope of the project.

#3 Contracting

Once the client has agreed to the proposal, EFHR should prepare a contract that outlines the terms and conditions of the engagement. This includes the scope of work, deliverables, timelines, payment terms, and any other relevant details.

#4 Implementation

With the contract in place, EFHR should begin the implementation phase. This may involve setting up HR systems and processes, providing training and development to HR staff, and delivering specific HR services such as recruitment, performance management, or employee engagement.

#5 Monitoring

During the implementation phase, EFHR should monitor the progress of the project to ensure it is on track and meeting the client’s expectations. Regular check-ins and progress reports should be provided to the client to keep them informed of the project’s status.

#6 Evaluation

Once the project is complete, EFHR should evaluate its effectiveness and impact. This may involve conducting surveys or focus groups with employees, reviewing HR metrics such as turnover rates and engagement scores, and gathering feedback from the client. The evaluation will help EFHR to identify areas for improvement and refine their approach for future engagements.

Deliver Proactive Customer Service

The experts we interviewed also suggested some key strategies for general career advancement.