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HubSpot is an inbound marketing and sales software platform that helps companies attract visitors, convert leads and close customers.

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Free Customer Service Training Manual Template

Train and onboard your new customer support hires with this downloadable template.

Ramp up your new hires so they're contributing to your customers' success.

  • Customer support staff turns over 2-3x higher than overall employee turnover. So how can you do your due diligence when it comes to keeping your support staff employed and productive?

  • Documenting your customer support onboarding and training procedures in a customer service training manual can help new hires learn their jobs faster and do their jobs better.

  • Download this template and customize it with your company's training processes, employee resources, and product information so that new support hires can start helping your customers succeed.

Sections in this Customer Service Training Template Include:

  • Welcoming Sentiment
  • Training Timeline
  • Tech and Software Setup
  • People to Meet
  • 100 Day Goals
  • Feedback and Reviews
  • Interacting with Customers
  • Escalation Framework
  • Product FAQ
  • Resources for Success

Frequently Asked Questions

Why do I need to fill out the information requested?

We will always keep your personal information safe. We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here.

Is this really free?

Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

Download your free template today