Soft Skills for Today's Field Service Technician Rockstars
Learning soft skills as a service technician is essential for delivering amazing customer experiences!

Soft Skills for Today's Field Service Technician Rockstars

You know the feeling when you walk into a customer's home and it just feels right? The family is welcoming, the dog doesn't bark, and you leave knowing you made their day better. As field technicians, we have a unique opportunity to turn service calls into sales opportunities by focusing on the customer and their needs. In this article, I'll share five soft skills to help you better connect with customers and feel like a rockstar. From preparing for the visit to practical examples of positioning solutions, you'll learn best practices to engage authentically, build trust quickly, and meet customers where they are. With the right skills, you can elevate the customer experience while increasing revenue. So grab your toolkit, put on your game face, and let's rock this!

The Importance of Soft Skills for Field Service Technicians

Building Rapport and Trust

Building rapport and trust as a field services technician visiting customers in their homes, your soft skills are essential to your success. The ability to build rapport and trust is key. Greet the customer with a smile, make eye contact, and listen to understand their needs. Ask open-ended questions about their experiences with your services and products. Show genuine interest in them and match their communication style. When you build rapport, customers will be more open to your recommendations. When I enter a customer's home, my goal is to make a connection and understand their needs. I start by introducing myself with a smile, making eye contact, and shaking their hand. I keep an open and friendly posture and maintain enthusiastic body language. I ask questions about their family, interests and concerns to find common ground and show I genuinely care. Building rapport and trust is key to positioning myself as a trusted solution advisor rather than just a salesperson.

Listening to Understand

One of the most important soft skills is active listening. Pay close attention to the customer and listen for clues about their priorities and pain points. Listen for opportunities to provide value. I focus fully on the customer and what they're saying instead of thinking about what I'm going to pitch next. I ask follow up questions and paraphrase what they've said to confirm their meaning and to show I value their input. Active listening builds trust and helps you tailor your solutions to their unique needs.

Asking Insightful Questions

Asking the right questions is critical to uncovering the customer's true needs and challenges. I avoid closed-ended questions and instead ask open-ended questions to spark conversation. For example, instead of just asking if their Wi-Fi is slow, I might ask "How has your internet performance been lately?" Follow up questions like "Can you give me an example?" or "How does that impact you?" provide more context. The more you understand the issues, the better you can position the right solutions.

Flexibility and Adaptability

Every customer and situation is different. You need to adapt your approach and recommendations based on the customer's current setup, budget, and goals. I go into each service visit with a plan but am ready to adjust based on new information. You have to be willing to adjust your solutions and think on your feet. I try to stay open-minded and patient. Adaptability and flexibility are key to overcoming objections and closing sales.

Providing Value and Educating

My goal is to become a trusted advisor, not just make a sale. I add value by educating customers on new technologies and services that can benefit them. For example, I explain options like smart home automation, cybersecurity solutions or gigabit internet speeds that they may not even know are available. As a field service technician, your role is to educate customers about solutions that can benefit them and persuade them of the value. Share relevant examples and success stories to help the customer envision the possibilities. Address any concerns directly and highlight the benefits and ROI of your recommendations. Your ability to influence and persuade in a genuine, caring way will lead to higher customer satisfaction and sales. Adding value builds loyalty and positions you as a helpful resource for all their telecommunications and technology needs.

Your role is to educate customers about solutions that can benefit them and persuade them of their value.

Product Knowledge

To be persuasive, you need in-depth knowledge of your products, services, and solutions. Be ready to speak to features and benefits, address common questions, and overcome objections. Product knowledge builds your credibility and confidence, allowing you to have more engaging discussions with customers. Continuously learn about innovations and new offerings so you can share the latest options with your customers.

With soft skills like building rapport, listening well, staying flexible, persuading effectively, and mastering your product knowledge, you'll deliver amazing experiences for your customers and achieve great success as a field services technician. Keep practicing, refining, and improving these skills and you'll become a service rockstar in no time!

Top 5 Soft Skills to Master as a Service Rockstar

1. Communication

As a service tech, your communication skills are vital. You need to be able to explain solutions, benefits and values clearly to customers. Practice active listening, make eye contact, and ask open-ended questions to understand your customers' needs. Summarize what they've said to ensure you have the full picture before making a recommendation.

2. Relationship Building

Building rapport and trust with our customers is key. Greet customers with a smile, make small talk to establish a connection, and be genuinely interested in them. Provide quick, attentive service and follow on your your commitments. Customers who like and trust you will become loyal clients and provide referrals.

Building rapport and trust with your customer is key to your success.

3. Adaptability.

Every customer and situation is different. You need to adapt your approach and solutions based on the unique needs of each client. Stay flexible in your thinking and recommendations. Don't stick to a "one-size-fits-all" approach.

4. Problem Solving

Customers rely on you to solve issues and meet their needs. Develop a logical, methodical approach to troubleshooting problems. Ask questions to fully understand the situation before determining solutions. Be proactive in identifying potential issues and have recommendations ready. Provide options at different price points if you can.

5. Professionalism

Maintain a professional presence in your customers' homes. Dress appropriately, be on time, do not be on the phone, and have a positive, can-do attitude. Treat customers and their property with courtesy and respect. Stay up-to-date with certifications and product/industry knowledge. Always clean up after yourself and leave your job site better than when you arrived. Your professionalism builds credibility and inspires confidence in your solutions.

Conclusion

At the end of the day, being a service rockstar means bringing your A-game every day. It's about showing up with energy, empathy, and excellence to deliver outstanding experiences for each and every customers. Our role goes beyond repairs and maintenance. We have the privilege of making real human connections, understanding needs, and providing solutions that make lives better. There's no greater feeling than seeing that lightbulb moment when a customer realizes how much easier their life can be after welcoming us into their home. Keep practicing these soft skills and sales best practices daily. Stay curious, keep learning, and keep growing. Remember, it's all about adding value and forging real connections. The rewards for our customers and for us will be immense. Now get out there and rock on!

Written By Glen Westerhof

#fieldservice #fieldsales #cfo #customerexperience #telecommunications #cx #servicedesign #customersuccess #coo #servicetechnicians #technicians


Glen Westerhof is founder and Managing Director of Mammoth Motion Corporation Operations Consulting and is an experienced Telecommunications and IT executive with 20+ years experience across telecommunications field services, IT operations, commercial security, intelligent buildings, retail, data & analytics, business intelligence, digitization and automation.  He leverages his broad expertise to assist with business transformation, building a customer first culture and enhancing shareholder value. 

Glen can be reached at www.mammothmotion.com


Nicolas Mialaret

Middle Market M&A and Value creation | Technology, Manufacturing and Industrials

8mo

Ok but where do those soft skills come from? Born with or taught? How can a company develop their field sales' soft skills when they are screened and hired for their hard skills first and foremost?

Gerald Podloski

Director of Construction

8mo

Great Article Glen, brings me back to 1994....your next article should focus around the 3- F's.....Feel / Felt / Found....Let's Go!!!.....

John Matthews

I’ll build your next services contract. Why do it yourself when you can hire experience? Get a free consultation now. I also post about my life lessons & wisdom from my 50+ yrs of real world experience...LinkedIn Dad

8mo

Service technicians can be the best sales channel because of true connection with customers as described here.

To view or add a comment, sign in

More articles by Glen Westerhof

  • Canada Post reports $748M loss in 2023

    Canada Post reports $748M loss in 2023

    As reported on CTV news on September 1st. Canada Post has now lost $3 Billion with a B Canadian dollars, over the past…

    3 Comments
  • How do you navigate swimming in a sea of data?

    How do you navigate swimming in a sea of data?

    Are you swimming in an ocean of customer and operational data? How do you navigate and unlock essential insights about…

    2 Comments
  • A Silver Bullet for Field Sales!

    A Silver Bullet for Field Sales!

    Do this one thing and you'll unlock the field sales potential of your technicians. A few weeks ago a client asked me…

    4 Comments
  • 4 Easy Steps to Field Selling

    4 Easy Steps to Field Selling

    Combine proven sales techniques with product knowledge and a field services team member can successfully generate…

    5 Comments
  • Use OODA Loop Methodology to Fast Track Innovation Programs

    Use OODA Loop Methodology to Fast Track Innovation Programs

    Today’s article recommends the OODA Loop as an essential framework for getting innovation programs off the ground and…

    4 Comments
  • Your technicians can learn to sell, but why should they?

    Your technicians can learn to sell, but why should they?

    It unfortunately happens to every field services organization at some point. There is a lull in demand and your…

    1 Comment
  • Your Technicians Can Sell! Transform Field Services Culture

    Your Technicians Can Sell! Transform Field Services Culture

    Thank you for clicking on this newest article in my "Your Technicians Can Sell!" series. This week's topic is based on…

    5 Comments
  • Service Technicians CAN SELL! Ask Me How!

    Service Technicians CAN SELL! Ask Me How!

    Having a healthy and productive stable of in-house service technicians is critical to delivering quality customer…

    6 Comments

Insights from the community

Others also viewed

Explore topics