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How These 11 Businesses Prepare Their Customer Service Department for the Holidays

For many businesses, the holiday season represents a significant portion of annual sales volume. Understandably, the substantial increase in customer interactions can put a strain on all departments, especially customer service.

Fortunately, with a carefully constructed plan to optimize productivity, morale, and interdepartmental communication, merchants can ensure this time of year generates maximum profitability—not increased liabilities and return fraud.

How do you prepare your customer service department for the influx of holiday sales?

We consulted with 11 customer service experts from various eCommerce businesses. Despite being in different markets and serving vastly different clientele, these experts’ suggestions are applicable to an expansive audience.


“To enhance our customer service for the holidays, I always try to ensure my employees are happy. Happy employees will build a positive and festive environment that will translate into a memorable experience. I like to acknowledge my employee’s hard work with a handwritten letter highlighting their success and contribution to my company. It’s a genuine way to show my employees I care and appreciate their hard work. Plus, I compensate them with additional perks like gifts cards, bonuses, and more vacation time to spend with their family.”Lisa Chu is the owner of formalwear retailer, Black N Bianco Kids Apparel.


“In order to prepare my customer service department for the holidays, I usually hire virtual assistants to help out on paperwork. This allows my core employees to serve customers better and more effectively.”

AJ Saleem is the director of Suprex Tutors, a private tutoring and test prep company based in Houston.


“When it comes to hiring holiday staff, referrals are the best way to go. Referrals from your ideal employees will allow you to vet the work history, work ethic, and cultural fit a lot faster than your standard off-the-street hire.”

Gene Caballero is the co-founder of GreenPal, the Uber for lawn care.


“Monitor what your customers are saying about your business online and be sure to respond to any complaints. It’s easy to let this slide during the busy holiday rush, but even one negative comment on social media or a review site can have a significant impact on your brand’s image. Customer service does not stop once a purchase is made. It’s important to have a plan in place for managing your business’s online reputation and engaging dissatisfied customers.”Bob Ellis is the founder and CEO of luxury clock seller, Bavarian Clockworks.


“My best customer service strategy for the holiday season is this: use email auto-responders. For best results, include your customer support hours of operation, a link to frequently asked questions, and how long, on average, it takes for you to respond to emails in your auto-responder message. This will save you from further follow up emails, phone calls, and ultimately, complaints!”Steven Macdonald is digital marketing manager at SuperOffice, a CRM software provider.


“I know for a fact that a lot of our competitors hire seasonal staff to help them with the rush of sales during the holidays, but I much prefer to cross train my existing employees who are already familiar with the way the business operates. I find this much more effective than hiring new staff, which takes up far too much valuable time and can even upset the balance within the company, rather than helping to ease the pressure.

I’ll usually create a ‘Holidays FAQ’ for my staff to refer to, so they can learn how to deal with customers appropriately during the holidays and help them with the various scenarios that only arise during certain times of the year.”

Max Robinson is the marketing executive at WeSwap, a peer-to-peer currency exchange platform.


“We have our own manufacturing team to produce our products, so the whole building is abuzz with activity from November onwards. During this time, it is imperative for us to maintain open communication between all departments.

We have an excellent back-end web team who have set up an automation system which passes online orders straight through to the production floor. The manufacturing department must keep customer service informed of any backorders, which can happen when certain types of wood become unavailable. They must also follow up if any of the information from the “special requests” section of the website is unclear, inhibiting their ability create the product to the customer’s exact specifications. And, we pride ourselves on being a next-day blind business; however, over Christmas, this may need to change to next working day due to the demand for our products. The customer service department must communicate these issues to the customer accurately, yet positively, so customers don’t cancel their orders.”

Lee Fisher is the senior manager at Wooden Blinds Direct, a supplier of custom-designed window coverings.


“When preparing for the holidays, ask yourself this: ‘What would Disney do?’ Create an orientation program for new and temporary employees that captures the joy of the holidays, complete with costumes and gifts. Focus on the signature experience you want employees to create, not just the basics. And remember, even Disney characters get to go backstage when the stress gets to be too much. Give employees an escape route to regroup during hectic shopping days. Excess stress can be channeled to customers unless it is managed.”Chip Bell is a customer service expert, keynote speaker, and author.

“We don’t hire temporary staff who are (at best) ill-informed to counsel our customers. Instead, we encourage our customers to start thinking about gifts as early as September. We also increase the number of days we keep our store open to accommodate for additional appointments.

The best advice I can provide is: don’t settle for low-quality temporary hires to fill the gap on high-consideration consumer purchases. We pride ourselves on being “Where Service Shines,” and that should matter as much on December 24th as it does on any other day of the year.”

Tom Daube is a diamond expert at Washington Diamond.


“Change the way you communicate with customers. A merrier tone and simply wishing someone, ‘Happy holidays,’ can make your business appear more human, real, and caring. Consider changing your social media profiles to a holiday theme. You can even send clients a festive e-card through social media, thanking them for contacting you.” Daniela Arango manages PR at TonerBit, a supplier of laser printer toner cartridges.


“As a B2B service provider, our holiday season doesn’t play out exactly like it does it retail, but we are definitely coming into one of the busiest times of the year. Once the holiday shopping frenzy has passed, merchants see chargeback rates start to spike. Chargebacks are usually filed between 45 and 60 days after a purchase. Once consumers have time to analyze their statements and realize just how much they’ve spent, buyer’s remorse—and the resulting friendly fraud—hits full force.

I think one of the best ways to prepare for an influx of customer engagements is to spread out the interactions as much as possible. Do what you can to create a more evenly distributed experience. For us, that means reaching out to each of our clients and prospects individually to see if there is anything we can do to help them prepare for potential issues now. We help them create a proactive approach to their risk mitigation and chargeback management instead of just functioning in reactive mode.

For retail though, merchants might consider trying to space out their sales. By offering promotions and discounts earlier in the season and having the offers continue throughout the remainder of the year, the business can move away from a heavy concentration of sales on just a couple of days to a slightly more manageable situation.”

Brandon Figueroa is an account executive at Chargebacks911®.


It’s Time to Ring in the Holidays

If you haven’t already started to optimize your business’s customer service department, now is the perfect time to audit current policies and operations.

Be sure to leave your own suggestions and tips in the comment section below!

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