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Customer Service Training Manual Template

Sales & Customer Success
A customer service training manual template is a document used by companies to train customer service representatives and ensure consistency in the delivery of customer service. The manual typically includes information on the company's policies, procedures, and expectations for customer interactions. Save hours by using this free template.
Last updated:
January 30, 2023

A customer service training manual template can provide the structure and guidance to develop an effective training program for your customer service team.

With a customer service training manual template, you can:

  • Develop consistent training: Organize your training content into a structured format, making it easier to deliver consistent training to all team members.
  • Establish Customer Service Standards: Establish and communicate the standards of customer service that your team should strive for, to ensure a consistent customer experience.
  • Outline key processes and procedures: Map out the key processes and procedures that your customer service team needs to follow, making it easier for new team members to get up to speed.
  • Detail role-specific responsibilities: Break down the different responsibilities for each customer service role, so that team members understand their specific areas of expertise.
  • Provide real-life scenarios: Use real-life scenarios to help team members understand how to handle common customer service issues and problems.
  • Highlight best practices: Share best practices and tips to help your customer service team provide top-notch service to your customers.

With a customer service training manual template, you can standardize the customer service training process and ensure that all customer service representatives have the information and skills they need to provide excellent customer service.


Easily duplicate this template by selecting "Save This Page" in the top right corner. Once you go through a quick sign-up process, you'll find the template waiting for you in your Dashboard or under Favorites.

Scribe is a tool that creates step-by-step guides - instantly! Download our free Chrome extension to start creating guides for any process.

Create beautiful process documents with Pages - complete with Scribes, videos, texts, lists and more. Easily create your next training guide, onboarding plan or SOP with Pages. Or, better yet, use one of these templates to get started!