Welcome to Module One, Increase Your Service Task to Sales Ask Effectiveness.

This module shows that just because something is simple doesn’t necessarily mean it’s easy. And by that I mean that it’s fairly straightforward to think that every appropriate inbound service task should end with a transition to a sales ask. Simple, right? Complete the inbound customer service task and then transition to a cross sell, upsell, account round, or referral request.

If this behavior is so simple, then why do so many CSRs avoid it? In my experience there are always only three reasons why. I will explain those in a moment. First, allow me to share two pieces of good news: Number one, you’re in good company. CSRs at all experience levels struggle with this. Second, you only need seven words to get started.