You will get Customer Service Training Package


Project details
You will get a complete Customer Service Training Package that teaches your team how to handle calls, chats, and emails with confidence. I create training materials that are simple, easy to follow, and built for real customer scenarios. With my background as a Senior Trainer, QA, and Instructional Designer, I deliver clean and clear decks that help teams improve communication, tone, problem-solving, and overall service quality.
Industry
Education, Financial Services, Nonprofit, Technology & Internet, OtherLanguage
EnglishWhat's included
| Service Tiers |
Starter
$150
|
Standard
$300
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 4 days | 7 days | 10 days |
Number of Revisions | 2 | 4 | 7 |
Mission & Vision Statement | - | ||
Brand Narrative | - | - | |
Target Audience & Positioning | |||
Voice & Tone Guidelines | |||
Brand Design Guidelines | - | - | |
Business Name & Slogan | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50 - $150
Additional Revision
+$25
Mission & Vision Statement
(+ 1 Day)
+$60
Brand Narrative
(+ 2 Days)
+$80
Brand Design Guidelines
(+ 2 Days)
+$100
Business Name & Slogan
(+ 1 Day)
+$50Frequently asked questions
3 reviews
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DW
David W.
May 24, 2026
Hiring manager VA, Talent recruiter
Josephine was keen and polite throughout the contract. Unfortunately, the skill level was not quite aligned with what the role required, which meant we were not able to assign as much work as originally planned. That said, I still appreciate her time, effort, and willingness to help, and I wish her all the best moving forward
GC
Gloria C.
Sep 11, 2025
Personal Assistant/ Project Manager | Process Improvement SME- Timezone: PST | Urgent Need
AL
Adriana L.
Jan 14, 2025
Publishing Team Administrative Assistant
About Josephine
Seasoned Executive Assistant & Project Manager | HR | Sr. Trainer & QA
53%
Job Success
Makati City, Philippines - 10:47 pm local time
I am Joey, an Executive Assistant who supports CEOs and growing teams. I help founders stay focused, keep their calendars clean, manage their inboxes, and handle the work behind the scenes so their days run smoothly.
I support leaders from property management, IT companies, and mortgage teams. I work in US time zones and can help you full time or part time.
Tasks I can take off your plate:
- Full calendar management per task for busy executives
- Inbox management using the 3-5-7 follow-up system per task so no email is missed
- Email drafting, prioritizing, and cleaning per task
- Booking business and personal travel with full research on rates, hotels, and flight details per task
- Creating trip itineraries that are simple to follow per task
- Setting doctor and personal appointments per task
- Sending client and team gifts with full research and delivery tracking per task
- Quickbooks tasks like accrual entries, clean ups, AR, AP, reconciliations, and matching per task
- Setting up contractor and payroll entries with clear journal entry memos per task
- Preparing reports, summaries, and slide decks per task
- Managing complex projects in Jira and Confluence per task
- Creating SOPs using Loom per task
- CRM work for leads, sales, and client follow ups per task
- Coordinating with tenants, vendors, and owners for property management work per task
- Screening applicants and managing hiring steps per task
- Creating forms, surveys, and data trackers per task
- Research tasks, lead lists, and LinkedIn work per task
- Helping mortgage teams with docs, follow ups, and inbox help per task
- Coordinating events, meetings, and onsite schedules per task
- Cleaning and organizing files in Google Drive per task
- Supporting executives with reminders, planning, and daily priorities per task
Here are the things I do day to day:
- Review inboxes and prepare drafts before my executives start their day
- Flag high priority tasks and create simple action steps
- Check deadlines and move anything that needs attention
- Follow up on emails using the 3-5-7 System
- Prepare summaries so everyone stays aligned
- Handle personal needs like bookings, calls, and appointments
- Track tasks, projects, and updates so nothing slips
How I solve problems:
- I use a 1-3-1 Method
- One clear problem
- Three possible solutions
- One best recommendation with a next step
This helps you make quick decisions without stress.
What you can expect from me
- I start one hour ahead of my executives to review emails and prepare drafts
- I bring structure and clarity to busy days
- I give simple updates so you always know what is happening
- I learn tools fast and keep documentation clean
- I keep things light, positive, and clear even on busy days
If you are looking for an Executive Assistant who is organized, proactive, and able to manage both simple and complex work, I would love to help.
Steps for completing your project
After purchasing the project, send requirements so Josephine can start the project.
Delivery time starts when Josephine receives requirements from you.
Josephine works on your project following the steps below.
Revisions may occur after the delivery date.
Client buys the project and sends needed info for the training.
I review your CS process and understand your support style.
