20 Customer Service Training Ideas and Activities for Busy Teams

Whether you’re planning a training course or using external courses (we’ve compiled a list of free and paid training courses for you to choose from), it’s important to take a break and have some fun in order to keep your team members engaged.

The following customer service training games may seem trivial, but they do more than simply drive a concept or point home: they help foster a sense of teamwork and shared direction.

Although each of these activities work brilliantly as general customer service training activities, there may be times you want to focus on a particular area of learning. The below table shows which activities cover certain areas especially well.

Additionally, some activities are especially short and fun, which makes them ideal for working as energizers, to raise energy levels during the course of a day or when a team has returned from a break. These are also marked here.

Road Trip

Duration: 5-10 minutes

What You’ll Need: Paper and pens

This activity is adapted from 10 Customer Service Activities To Supercharge Your Team.

Have groups of two to four get together and decide collectively what are the three best items to bring on a trip. Give them a short amount of time to decide on these items, and then ask them to share their answers.

Afterwards, ask them to be more specific and give more details. If a person says clothes, for example, ask them if the clothes are for warm or cold weather. If someone says money, ask if cash or card is better where they are heading.

In the second round, give each group a slip of paper with a destination, and ask them to repeat the activity.

This way, participants can see the difference between planning for a trip in which they know their destination, and planning for one in which they don’t. The key point is that it’s easier to plan when everyone on your team agrees on the final destination.

Free Download: 50 Customer Service Training Activities for Live Chat and Telephone Teams

A professional and effective support team is helpful to customer loyalty. The activities in this eBook can be great training materials to help your support agents chat professionally with customers. Each activity focuses on a particular area of learning and comes with suggested debriefs. This helps your team link activities to learning and apply the learning to the workplace.

Download Now

eBook

Attitude Anchors

Duration: 5-10 minutes

What You’ll Need: Worksheets and pens

The concept of an attitude anchor is an activity or thing that helps you maintain the awesome attitude you need in order to be effective in customer service.

There are two attitude anchors: maintenance anchors, which help you maintain a positive attitude, and repair anchors, which help you fix your bad moods.

Hand out worksheets that prompt your group to think about and write down their maintenance anchors: it may be something like exercising or drinking tea. Then encourage your workers to think about little things that help them elevate their moods, and write those down as well.

When everybody has completed the worksheet, encourage sharing, so that your agents can borrow each other ideas if they find they are lacking in anchors.

What Are You Doing?

Duration: 5-10 minutes

What You’ll Need: A measuring tape, random items of clothing and accessories

Ask for a volunteer and begin taking his measurements. At the same time, start placing random items of clothing on him, and encourage him to put on the jacket, or hat, etc. without saying a single word.

After several uncomfortable minutes of measuring his arms and even the distance between his eyes, ask the other participants what they think you were doing.

Ask another volunteer to stand up, and offer her the coat, this time asking questions like:

What do you think about this one?

Does it fit well? Perhaps I should measure the width of your shoulders.

The purpose here is to show how much more comfortable it is for customers if they know exactly what is going on.

Four Square

Duration: 5-10 minutes

What You’ll Need: Masking Tape and a timer

Divide the room into four quadrants with the masking tape, and assign a number to each quadrant.

Explain to team members that within each quadrant they are expected to perform the assigned activity for 45 seconds:

Jumping on one foot repeatedly;

Reciting the alphabet backwards;

Singing nursery rhymes as loudly as possible;

Relaxing.

At first you will assign people to their first quadrant to keep the amount in each space even. Then after 20 seconds, shout: “Switch!” Participants are allowed to go to any other square they want, but they must switch, and they must visit each quadrant once.

This activity will help participants see the value in a comfortable working environment, as well as the importance of creating a good and comfortable environment for their customers.

By the fifth round, you will find that most people are in the fourth quadrant—by far the most comfortable!

Write Customer Letters

Duration: 10 minutes

What You’ll Need: Pen and paper

This activity is adapted from Green Rock Customer Connect.

Ask one participant to share a customer they serviced the other day; have them share the customer’s name, their most recent purchase, and what they needed help with.

Now ask the group to each compose thank you letters to your company from the perspective of this customer.

Have participants imagine how this interaction made the customer’s day better, and to effusively praise the company’s best points.

Then ask for volunteers to share their letters in order to prompt a discussion.

The idea here is not only to raise team morale, but actively engage participants in considering what a customer is really looking for when they seek help from one of your team members.

Telephone

Duration: 10-15 minutes

What You’ll Need: Smiling participants

Telephone is a familiar game for many, as it teaches the importance of direct communication.

To start, if you have a large team you may want to break them into smaller groups (but try not to make the group smaller than 10 participants).

Have each group form a single file line. Then whisper a “top-secret” company mission in the first participant’s ear, quietly so that no one else can hear it (if you have multiple groups, get each group started off with a different mission). Then, that person will whisper it to the next person and so on and so on, until the last person will declare the message out loud.

Count on lots of laughing, as usually the last message is so radically different than the first that people can’t help but chuckle!

Say My Name

Duration: 10-15 minutes

What You’ll Need: Worksheets and a timer

This activity requires at least six people. Have two groups of three line up to face each other and give them two minutes with each person to ask and answer the following questions:

What’s your name?

What’s a hobby of yours?

What was your first pet’s name?

After the three rounds (meaning that the three participants in line one have spoken with all three participants in line two), have each individual fill out a sheet in which they recall the answers for each of the people they talked to (feel free to get creative with the questions). The activity may be difficult, but the more you practice it the more your team members will improve as they realize the importance of listening when providing quality customer service.

Questions Only

Duration: 10-15 minutes

What You’ll Need: A timer

This activity comes from the classic TV show, “Whose Line Is It Anyway?”

To play, ask for several sets of two volunteers.

Then invite a set of volunteers to the front, prompting one of the two to ask a question a customer has asked him or her before.

Then the other volunteer must respond with a question—the entire conversation should be composed of questions for a minute.

This activity serves as a fun ice-breaker, but also encourages team members to actively think about questions they have been asked by customers, and to realize that they are often asked similar questions as their fellow team members.

Step into the Difficult Customer’s Shoes

Duration: 10-20 minutes

What You’ll Need: Sheets of paper and pens

With this exercise, break your team up into smaller groups of 3 or 4. Then have each group spend five minutes coming up with a rude, demanding, or vague statement a customer could say based off of their own experiences. Then have someone in the team fold the paper over and hand it to the team to their left.

For the second round, give teams 5-10 minutes to develop both a backstory and response to the fictitious customer.

The idea here is to explain why the customer may have become difficult—for example, maybe the difficult customer had a bad day or a subpar experience.

Have groups share the message, the created backstory, and their appropriate customer service response.

HEARD Roleplay

Duration: 15-20 minutes

What You’ll Need: Prompts

Disney handles over 135 million customers in their parks each year, so customer service isn’t something they take lightly.

The technique Disney has developed to train customer service representatives on how to handle angry customers is called HEARD:

Hear: Listen to the customer’s entire story.

Empathize: Use phrases that convey that you understand how the customer feels.

Apologize: And do so effusively!

Resolve: Fix the issue, and if you don’t know how ask the customer, “How can I set this right?”

Diagnose: Get to the bottom of the issue so you can make sure it won’t happen again.

Start the following activity with a HEARD lesson. Then, you’ll ask for a set of 2 volunteers, and tell the other participants that they’ll act as judges.

Provide the volunteers with a scenario that you may have seen happen in your company—something either common or comical to keep their interest.

Assign one role-player to be the customer service agent, and the other to be the customer.

Then have them move through each of the five steps, encouraging them with the next step if they seem stuck.

Afterwards, ask your judges to discuss how the customer service agent handled each step, and to come up with their own diagnosis.

Candid Camera

Duration: 15-20 minutes

What You’ll Need: Pictures of each team member/character, and a recall test

This activity is adapted from The Big Book of Team Building Games.

This activity, like Say My Name, drives home the point that customer service representatives need to remember who they’re talking to at all times.

Whether in person or online, have each participant state their name.

If this is online, have each team member share a picture of themselves in a group chat as they state their name.

If you are all well-acquainted with one another, have each team member create a customer persona, with a fake name and a picture of a celebrity.

Then hand out or email a test. Encourage team members to turn it in within two minutes—then share the answers. The key here is to test how quickly team members can learn names.

This memory game is a great resource to use if your agents are having trouble remembering names or faces. It can also be a great onboarding activity to help new team members get to know their colleagues.

A Tangled Web

Duration: 15-30 minutes

What You’ll Need: A ball of yarn

This activity is adapted from mftrou.com.

A Tangled Web is an activity that everyone can participate in together, making it an exceptional team building activity.

Have everyone stand up in a circle, facing inward. The first person is to hold the ball of yarn in his or her hands, and then state a fact about themselves. (For example, “My favorite food is sushi.”).

Everyone who relates or agrees to that statement raises their hand. The first hand the yarn-holding individual sees will get the rest of the yarn. He or she will hand the ball to this person, while still holding on to an end of the yarn.

At the end (and after a number of chuckles), you’ll find that the web is incredibly tangled—proving the importance of your interconnected team.

Marshmallow Challenge

Duration: 20-25 minutes

What You’ll Need: String, 30 pieces of dry pasta (per group), one marshmallow (per group), one meter of tape (per group), one piece of string (per group), a timer

This design challenge was made famous by Peter Skillman at a conference in 2007, and has even been the subject of a Ted Talk effusing its benefits.

To start, divide people into groups of 3 to 6, and give them the supplies listed above. Then give them 18 minutes to build the tallest free-standing tower.

Introducing a competitive element helps inspire teamwork, but beyond that it also drives home the importance of resourcefulness and communication in the most dire of customer service scenarios.

Don’t forget to take pictures of the resulting towers—you’ll be inspired by the creativity!

Customer Service Means…

Duration: 20-30 minutes

What You’ll Need: Pen and index cards, a timer

This activity is adapted from The Big Book of Customer Service Training Games.

Write the following words and phrases onto index cards: extraordinary, delight, serve, above and beyond, discovering, like family, adding value, positive experience.

Separate individuals into groups of two or three. Hand each group an index card, and ask them to write down, based off of the word or phrase given, a definition for excellent customer service. Give each group 5-8 minutes to complete the activity.

Then ask a representative from each group to read their mission statements out loud to the other groups. Guide the discussion to find the common link between all definitions, and create a definition together on a white board.

Mission Possible

Duration: 20-30 minutes

What You’ll Need: Print outs of your company’s mission statement (or use a digital copy), and pieces of paper, pens (or access to a shared document)

This activity is adapted from The Big Book of Customer Service Training Games.

Create teams based off of different departments, or people who share similar duties or shifts.

Discuss the company mission statement as a whole, and then ask each group to create a collective mission statement for their team.

Have a spokesperson from each group present their mission statement after fifteen minutes.

Then, with the extra time, encourage individuals to create their own personal mission statement with the company, and suggest they keep it in their office or on a sticky note attached to their computer.

Show and Tell

Duration: 20-40 minutes

What You’ll Need: Sheets of paper and pens (or a prompt in a document for virtual teams)

Give each participant a piece of paper and five minutes to recreate a difficult customer service experience they had and to share how they resolved it.

This experience could be due to a number of factors, whether it be a difficult customer, internal error, or multitasking strains.

Encourage participants to think creatively. Then have the group break up into smaller groups of 3 to 5.

Each person should share with their group the situation and how they handled it. Then other members in the group should be encouraged to offer a compliment on what the speaker did well in the situation, as well as offer suggestions for the future.

True, True, False

Duration: 20-40 minutes

What You’ll Need: Smiling participants

Keep groups no smaller than 10 and have the group seated in a circle.

Have each person state two truths about themselves and one lie. For example, you might say that you had a burger for lunch (true), have two siblings (false), and like to play hockey (true).

Then have the next person in the circle decide which statements were true and which statement was false.

After the second individual guesses, the first person will reveal the lie to the group.

This is especially fun for new teams, and can be exercised over a group chat or forum (in this case, just set the order of respondents beforehand by assigning each person a number).

The Stranger Challenge

Duration: One Week

What You’ll Need: Smiling participants

AppSumo has developed a great challenge to get people out of their comfort zone and making connections, which is important for customer service agents who need to be a little more assertive than shy.

This is a great challenge for virtual teams as well, as it doesn’t require an immediate presence and can be done on individual time.

All you have to do is direct workers to this website and have them follow the instructions.

The Stranger Challenge requires that workers print out the “I Don’t Know This Person” sign, and find a stranger who agrees to pose for the photo with them, effectively pushing them out of the bounds of introverted behavior..

Then challengers can upload their photo onto the site to be featured in the gallery!

The Egg Drop

Duration: One Week

What You’ll Need: Eggs and miscellaneous packing materials and office supplies

This classic science class project isn’t just for teenagers—it’s also an activity that can help adults think outside of the box and connect with their deeper problem-solving skills and abilities.

Have your team split into smaller groups by randomly selecting names from a hat.

The idea here is to face challenges with co-workers they might not traditionally work with, just like how you can’t pick what customers you’re dealing with or what problems you may face.

Now present each group with an egg and encourage them to use whatever supplies exist around the office to create a casing/contraption that can survive a drop form the top of the building, and to convene with their groups over lunch.

At the end of the week have teams drop their eggs from the top of a building to see which eggs survives and which go splat.

Customer Service Charades

Duration: Depends on group size (and how much fun you’re having!)

What You’ll Need: A list of relevant phrases/words to your industry and company

Good old-fashioned charades can teach your team a lot about the importance of both verbal communication and body language. Also, it’s just plain fun, and as a result is sure to help your team bond.

Give each individual a term or phrase. Have the first participant stand up and act out their term (without saying a single word!).

While the traditional game has the person who guesses the term/phrases correctly perform next, it’s easier and more efficient to assign turns no matter who guesses correctly.

We hope that the above customer service ideas, activities, and exercises will help you develop a customer service training program that keeps all of your team members actively engaged.

Whether you need a debriefing activity or transitional one, the activities and games above are sure to inspire insight as well as laughter.

Free Download: 50 Customer Service Training Activities for Live Chat and Telephone Teams

A professional and effective support team is helpful to customer loyalty. The activities in this eBook can be great training materials to help your support agents chat professionally with customers. Each activity focuses on a particular area of learning and comes with suggested debriefs. This helps your team link activities to learning and apply the learning to the workplace.

Download Now

eBook