Our Ultimate Lead (CSR) Coaching Program is designed to empower your lead Customer Service Representative with the tools, confidence, and consistency they need to thrive in today’s veterinary environment. Whether you're looking to boost client communication, enhance efficiency, or strengthen team culture, our 6-month coaching plan delivers practical, results-driven support every step of the way.
What’s Included:
- 1:1 Monthly Coaching Sessions with an experienced veterinary CSR coach for 6 months
- Personalized goal-setting and action plans tailored to your practice
- Real-world strategies to improve client service, phone skills, scheduling, and more
- Email support between sessions to keep momentum going
- Progress tracking and accountability throughout the 6-month journey
Invest in the practice heart...
The CSR is the first face that the client sees when they walk in and the last face before they leave from their visit. They can impact that immediate bond a client has and the appointment schedule if telephone techniques are lacking. Why don't we invest more in our CSR team training? This coaching program is a great start - train the lead that leads the team.
Investment:
$1,000/month
Recurring for 6 months
Total investment: $6,000
Billed monthly after approval and enrollment
How It Works:
-
Apply for Coaching
Complete our brief intake form to help us understand your goals and determine if this plan is the right fit for you! -
Get Approved
Our team will review your intake form and notify you via email if you're approved to move forward. -
Start Coaching
Once approved, you’ll receive a secure payment link to make your first monthly payment and officially begin the coaching journey!
Your intake form has been submitted. Check your email for a copy of your responses. If you're accepted, you'll receive an email with a link to checkout.
What You'll Cover During the 6 Months:
Each month of the CSR Coaching Plan is structured to build on the previous one—layering skills, insights, and strategies that lead to lasting improvements. Here’s what the journey looks like:
-
Welcome & Introduction
Meet your coach, align on goals, and set expectations for a successful coaching experience. -
Onboarding & Training
Dive into current CSR workflows, identify training needs, and begin personalized skill development. -
Coaching
Lead CSR will learn how to coach others—focusing on how to give feedback, develop team members, and lead by example. -
Team Coaching Continued
Continuation of how to coach others! -
Cycle of Service – Part 1
Explore the beginning of the client journey—from first contact to appointment day—and how your team shapes the experience. -
Cycle of Service – Part 2
Unpack the second half of the client experience, focusing on follow-ups, post-visit communication, and client retention strategies. -
CSR Team Meeting – Cycle of Service
Apply the full Cycle of Service as a team, identifying opportunities for improvement and celebrating strengths. -
Goal Setting & Team Meetings
Establish actionable goals moving forward and learn how to hold productive, engaging CSR team meetings.