Service Excellence-Personal Customer Contact


The first impression is often the only impression.


Use Warm and Friendly Greeting


Obtain and Use Names


Use Eye Contact Effectively




Program Description

With more and more choices, customers often make critical decisions based on how they are treated within the initial greetings provided by an organization. The first impression is often the only impression and Customer Service Excellence-Personal Contact insures that the first impression is positive and lasting.  Our customers are creatures of emotion and we will capitalize on that emotional intelligence to create a great personal experience for them.


Connect Successfully


Manage Body Language


Use Eye Contact Effectively


Create a Lasting Impression


Use Friendly Greeting Language


10-5-3 Rule When Greeting Customers

Path to SuccessWith more and more choices, customers often make critical decisions based on how they are treated within the initial greetings provided by an organization.  The first impression is often the only impression and Customer Service Excellence-Personal Contact insures that the first impression is positive and lasting.  Our customers are creatures of emotion and we will capitalize on that emotional intelligence to create a great personal experience for them.

Customer Service Excellence-Personal Contact examines a very important area of the customer equation.  The personal contact with customers is an important experience because there is no higher compliment than when a customer comes to us in person.

They must be greeted correctly and all of our communication and personality skills will be on display.  This program will provide the verbal and non-verbal interaction skills needed to successfully win customers in a personal contact setting.

Greetings, handshakes, body language and tone will all be a part of the skills learned in Customer Service Excellence-Personal Contact. Going beyond the core skills, this unit will also provide skills related to the power of using customer names, how to obtain customer names and building rapport with customers.  A core learning element will be the 10-5-3 rule when acknowledging and meeting a customer.  This rule will incorporate most of the key skills and insure that all initial customer interactions are successful.

Customer Service Excellence-Personal Contact is designed for all team members in all industry types and groups.  The program is available in one hour keynote or three hour workshop formats.  It is included in the Customer Service Professional Excellence series and can easily be added to other customized solutions or in individual coaching sessions.

Delivering learning content is easy.  Delivering it in a manner that is engaging, easy to follow and visually appealing is quite another.  Graphical elements, video, activities, self-assessments, audio, and a good dose of fun all help you enjoy the learning process.

When you embrace the competencies for outstanding leadership and begin to apply them in a meaningful and consistent way, you will be creating a path for your own personal success and the success of your organization.

Online Program:

icon-program50This program offers you all of the skills you need to master customer contact in your development. It is packed with usable and key skill sets designed to facilitate professional development.

Participant Guide:

Personal Customer ContactA downloadable guide that you are able to keep as a reference to this program. This is provided to you at no additional cost.

forum-screenshotProgram Forum:

You will receive access to an online round-table to engage with others on the same learning path. A community of support and shared growth.

Certificate of Completion:

certificateWhen you complete this program you will receive a certificate of achievement.  Your signed certificate will be personalized with your name and program information.

SEE online programs are more than videos and convenience. They are about impact, value and retention that exceeds any traditional classroom setting.  Our online learners are reporting great results, growing skills and an awesome experience along the way.

Take your career and your results to the next level through our powerful set of online learning tools.
Your time.  Your pace.  Your success.

During your experience with our online program, you will be guided through a series of interactive elements that include assessments, video, reading, audio, activities, books, reporting and discussion forums. You are guided through the process at your own pace with the support of our team and those who are also honing their leadership skills and competencies.

Once your order is processed and your online learning journey begins, one of our team members will contact you to assist you on your learning path. This program is available to you for 180 days.

This online program can be completed on any device that has an internet browser (laptop, desktop, tablet or smart phone). You can take a break whenever needed and return where you left off.

SEE Learning Experience: Our clients have reported their online experience with SEE to have greater learning, longer retention of key skills, enjoyment, high impact, user-friendly interface and engaging content.  Overall, our customers say that eLearning from SEE works and is a great value.

In today’s working environment we are so busy and it is hard to get all of our team together for the training we need.   The time required to create and maintain a healthy and thriving environment just isn’t there for many organizations.  Using an online or blended learning approach allows the entire team a full learning experience when the time fits their schedule best and there are less interruptions to productive working hours. This allows learning focus to be at its highest and provides consistent skills that can be utilized by every team member throughout the organization.  When an entire team learns the same skills and competencies, it bridges the communication disconnects that often occur and ensures peak performance throughout the team.

eLearning opportunities provide organizations and individuals with various benefits including, but not limited to:

Cost Effective
Flexible and Nimble
Engaging Learning Environment
High Quality Measurable Results

Online Corporate Training.
The online corporate market is expected to grow by 13% per year up to 2017. Today, 77% of USA companies offer online corporate training to improve the professional development of their employees.

Designed for those want to ensure that the first impression is positive and lasting.

If you are moving into a leadership position and looking to build a deeper set of skills please visit our Emerging Leadership Certification.

Earn CEU’s Online or In Person

SEE’s learning programs have passed rigorous academic and professional standards to be able to offer our participants continuing education units and, in some cases, credit hours.  Whether you take a program online or in-person you are eligible.

ICC AIA nv-post
*ICC Continuing Education Units: .15 – .3

ICC Provider #1319
Personal Customer Contact Program ICC Course #6298. 

The continuing education units that you need with the convenience of online learning.

Please contact us if your certifying agency is not listed or if you need assistance in applying for these credit hours.

At SEE, we want you to learn and grow.

Our purpose is to inspire you by providing the opportunity to change and transform at your own pace, wherever you are on your learning and career  journey. If the will to learn is present, we are committed to making sure the means can be met to fit you and your organization’s needs.

 Volume discounts for multiple certifications from the same organization are offered.
 Blended learning opportunities available (Online and In Person learning).
Scholarships are available when the need is present but the means are not.
Alumni discounts and review opportunities for those past customers and clients that have participated in previous online or in-person training.
We accept major credit cards, corporate checks, purchase orders*, ACH draft.
 Our programs are congruent with GSA Standards.
 SEE, Inc is registered and up to date with SAM.

Please contact us for more information on finding a pricing and payment solution to fit your needs.

*purchase order minimum for a new client is $1500

To get started on your individual learning path, please scroll to the top of this page and add the program to your cart and checkout. Once your order is placed a team member will be in touch with you via email to get started.

To receive a customized training proposal for your organization please click here to receive a quote or proposal.

For volume pricing, alumni discounts or any other customizations, please contact us.

Once your order is processed you will receive instructions on completing your DiSC Assessment, your personalized login and directions to start your online learning.

What customers are saying:

Clark County D.A.

Understand others

I love that it teaches to understand others communication styles so offense isn’t taken when it doesn’t match your own

Clark County D.A. June 5, 2017

Read More »
Texas Instruments

Resonating with me

The classes are really resonating with me… I was truly fortunate to have participated in them…it was good timing.

Texas Instruments May 30, 2017

Read More »
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Program was fantastic

The program was fantastic. Presenters were both enthusiastic and effective.

Norwegian Cruise Line February 10, 2017

Read More »




Additional information


Online, In Person, Blended

Program Time:

Online: 1.5 hours, In Person: 3 hours

ICC Credits:

.15 – .3, ICC Provider #1319

Target Audience:

Designed for those want to ensure that the first impression is positive and lasting.


• To incorporate the 10-5-3 rule when greeting customers.
• To correctly use warm and friendly greeting language.
• To use handshakes where appropriate and use the correct form of a handshake.
• To manage body language and eye contact effectively and correctly.
• To obtain and use names at appropriate frequencies.


Understanding yourself and others is a key ingredient to success as a leader, success working in teams, success as a service provider, and success in life.”

DiSC-sidebarThe DiSC® tools are designed to provide a highly accurate view of you and what that means to the interactions and relationships that drive your success.

SEE uses DiSC® assessments as a measurement of behaviors and communication styles. It is highly recommended to complete your DiSC® profile as a valued companion as you learn and grow with us. This is a one time assessment that can be completed and referenced in all of our online and in person learning programs.

There are multiple solutions and reports that can be completed. Each of them provide a different focus as well as provide various details related to that targeted focus. Please choose the assessment that fits you best. Contact us if you would like assistance in determining which one is best for you and your situation.

Note: This is not a requirement and you can complete the unit and gain the skills associated with communication styles.

Everything DiSC® Sales Profile

Salespeople learn to communicate better and improve their sales relationships.

The Everything DiSC® Sales Profile can be used with everyone in an organization to improve the quality of the workplace.

» Learn More

Completing your DiSC® Profile will provide you with a lot more depth of your personal communication style as well as others that you interact with on a daily basis.

It will enhance your learning experience tremendously.

Additional DiSC® Solutions