• eLearning Options
  • Blog
  • About
Telephone DoctorTelephone Doctor
  • eLearning Options
  • Blog
  • About

Proactive Customer Service

Everyone aims to deliver proactive customer service. Whether you refer to it as cross-selling, up-selling, suggestive selling, or – as we like to say — “soft question” selling, a basic component of effective customer service is to offer your customers additional choices. Some customer service representatives might fear being perceived as pushy or assuming. No one wants to offend the customer. To successfully ask the soft question, you need to know the right technique.

The key is to remember to ask if your customer has any need for other products or services your company offers and that they might not have heard about. These can be free services that your company is promoting, they might be products that are on sale or anything else that naturally ties in with what the customer already is using or ordering. Think about how you liked it when someone told you about an offering which compliments another product you’d been eyeing.

Here’s how it’s done: Offer your client products or services they could use. If you don’t suggest or offer these helpful ideas, you’re actually denying them something they might need. So don’t deny them a choice. That’s critical in being proactive.Ask Soft Questions

These are some examples of soft questions:

  • “By the way, are you aware of our free overnight shipping policy if we make a mistake on your order?”
  • “I noticed that you bought socks the last time you ordered shoes. We have a buy-two-get-one-free sale on socks. Do you need any more?”
  • “Would you be interested in taking advantage of our sale on knit Polo shirts?”
  • “Were you aware of our VIP plan? It allows business travelers to upgrade to the concierge level for only $50 additional per day.”
  • “Have you seen the cute matching jacket? It’s also on sale this week.”
  • “Did you know we now offer an identity protection plan on checking accounts? It’s only $2.95 per month.”
  • “Oh, by the way, were you aware of our free, online bill paying service?”

Soft questions are seldom rejected. If people need the services, they’ll give you a positive response. And if they don’t need it, they’ll give you a soft turndown to your soft question.

That’s one of the best things about asking soft questions: you won’t feel rejected. But the important thing to remember is that when you ask the soft question, you are not denying your caller the choice of having access to a product or service they could benefit from.

Want to improve the level of service you deliver?  Don’t deny your customer a choice.

##########

© ServiceSkills.com We encourage you to distribute this message to colleagues. When you’re ready to empower your staff with proven customer service and team building skills, please let us know.

Request Free Demo Code

Give your team the tools to master these communication concepts:

  • 4 steps to handle & defuse angry, upset and irate customers
  • Recognize & capture cross-selling opportunities
  • How to compose an effective customer service email
  • Business communication for phone, email, face-to-face & chat
  • How the power of attitude helps resolve challenging situations
  • Essential office etiquette & workplace manners strategies
  • Effectively managing differences between the generations
  • Replacing Five Forbidden Phrases® w/ Positive Alternatives
  • Best practices for email subject lines and address fields
  • Handling ethical dilemmas the moment they appear
  • The six cardinal rules of customer retention and loyalty
  • The importance of delivering Business Friendly℠ service
  • How to respect & communicate effectively with co-workers
  • Contrasts between passive, average & proactive service
  • 6 ways to improve listening skills and deliver better service
  • The personal philosophies of six service superstars
  • How service after the sale builds customers for life
  • When to use open-ended, closed-ended, probing & echo questions
  • Deploying the Power of You during interviews & appraisals
  • Why bringing an ‘observable level of enthusiasm’ is so important
  • The distinction between features and benefits
  • To be truly sensitive and empathetic to customer needs
  • Management skills to better lead, coach and mentor others
  • How to conduct more effective & engaging meetings
  • Avoiding weak, wimpy words in business communication
  • The relationship between internal & external customer service
  • plus hundreds more skills, strategies & techniques!
Get a Demo Code to Tour ServiceSkills! CLICK HERE

CUSTOMER SERVICE TRAINING EXPERTS:

Contact Info:

  • Telephone Doctor Customer Service Training
  • hello@serviceskills.com

Telephone Doctor eLearning courses are available at ServiceSkills.com

ServiceSkills Customer Service Training

© 2025 · Telephone Doctor, Inc.

  • Contact
  • Privacy Policy
  • Return And Refund Policy