Unit of competency Outline
Date retreived
22/07/2026 1:19 PM AWST
22/07/2026 1:19 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Provide effective client service
Provide effective client service
Unit of competency
National Code
CPPCMN2003A
CPPCMN2003A
State Code
WC123
WC123
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
12/09/2014
Field of Education
080501 - Sales
Original Release Date
12/09/2014
Nominal Hours
40
Description
This unit of competency specifies the outcomes required to provide effective client service. It covers establishing client relationships, identifying client needs, and meeting those needs via the delivery of services or by providing information and advice on products and services. The skills and knowledge required will apply to initial or repeat client encounters, either on company or client premises.
Notes
Elements and Performance Criteria
1 Establish working relationship with client.
- 1.1 Client is greeted courteously according to company requirements and workplace procedures.
- 1.2 Communication during client contacts is clear, accurate and courteous according to company requirements.
- 1.3 Business relationship is developed by responding to clients in a manner that personalises service and respects cultural diversity.
2 Identify client needs.
- 2.1 Client needs are identified according to workplace procedures and company requirements.
- 2.2 Client requests are analysed and where necessary confirmed with client or others to identify exact requirements, according to company requirements.
- 2.3 Personal limitations are identified while addressing client needs and assistance is sought from work group according to company requirements.
3 Deliver service to client.
- 3.1 Prompt client service is provided to meet identified needs according to company requirements.
- 3.2 Suggestions and complaints are treated positively and politely and used to improve personal and company practice according to company requirements.
- 3.3 Opportunities to enhance quality of products, services and client contacts are identified wherever possible.
4 Provide effective client service on client premises.
- 4.1 Workplace procedures are carried out in a timely and professional manner and according to company requirements.
- 4.2 Alternative arrangements are negotiated with clients when commitments cannot be met, according to workplace procedures and company requirements.
- 4.3 Operations and services are provided to satisfy client delivery needs and company requirements.
5 Maintain personal presentation standards and present a professional image.
- 5.1 Company uniform is maintained to present an image consistent with company requirements.
- 5.2 Specific presentation requirements are maintained according to company requirements.
- 5.3 Visible work area is kept tidy and uncluttered according to company requirements.
6 Promote company’s products and services to potential and existing client.
- 6.1 Products and services of benefit to client are explained clearly and accurately according to company requirements.
- 6.2 Sales brochures and product information are provided to client according to company requirements.
- 6.3 Confidentiality of product and service information is maintained according to company requirements.
7 Present positive company image using effective communication techniques.
- 7.1 Professional ethics are maintained to enhance client commitment and build return client base.
- 7.2 Image and good standing are maintained by taking timely action with client according to company requirements.
- 7.3 Effective service environment is created through effective communication techniques.
- 7.4 Communication equipment is used effectively and efficiently according to company requirements.
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Client may be either internal or external and include:
people with routine or special requests
people from diverse social and cultural backgrounds
regular and new clients, including:
business enterprises
government agencies
members of the public
suppliers and manufacturers
team members.
Company requirements may include:
code of ethics
company image
legal and organisational policies and guidelines
legislative and regulatory requirements relevant to work or service function, including:
anti-discrimination and equal employment opportunities
codes of conduct
consumer law
environmental law
harassment and other laws specific to local government
occupational health and safety (OHS)
privacy legislation
OHS policies, procedures and programs
personnel practices and guidelines outlining work roles, responsibilities and delegations
quality systems, standards and guidelines
staff appearance and presentation.
Workplace procedures may include:
assignment instructions
instructions from colleagues, supervisor and manager
personal protective equipment (PPE) requirements
reporting and documentation requirements
specific client requirements.
Client contacts may include:
answering telephones
face-to-face interactions
interactions with team members.
Client needs may relate to:
accuracy of information
advice or general information
complaints and suggestions
purchase of products and services
specific requests.
Work groups may include:
colleagues
line managers
supervisors.
Suggestions and complaints may include:
administrative or financial errors
damaged goods
service or delivery errors.
Opportunities to enhance quality of products and services may include procedures for:
allocating appointments
communicating with clients
delivering products and services
responding to complaints or suggestions.
Commitments may be:
individually negotiated
negotiated by team approach.
Uniform may include:
clothes with a company logo or overalls
uniform dependent on climate and seasonal changes.
Information may be:
contained in:
company databases
manufacturer specifications and information
products or services available, including features and benefits
provided verbally
provided in written material, such as product brochures.
Product and service information may include:
features and benefits of products and services
range of products and services available
supplier information.
Communication techniques may include:
active listening
clear and legible writing
giving clients full attention
maintaining eye contact in face-to-face interactions
non-verbal communication, such as:
body language
personal presentation in face-to-face interactions
open and closed questions
verbal communication using:
clear and concise speech
appropriate language and tone of voice.
Communication equipment may include:
email
facsimile
internet and intranet applications
paging equipment
photocopiers
telephones.
Client may be either internal or external and include:
people with routine or special requests
people from diverse social and cultural backgrounds
regular and new clients, including:
business enterprises
government agencies
members of the public
suppliers and manufacturers
team members.
Company requirements may include:
code of ethics
company image
legal and organisational policies and guidelines
legislative and regulatory requirements relevant to work or service function, including:
anti-discrimination and equal employment opportunities
codes of conduct
consumer law
environmental law
harassment and other laws specific to local government
occupational health and safety (OHS)
privacy legislation
OHS policies, procedures and programs
personnel practices and guidelines outlining work roles, responsibilities and delegations
quality systems, standards and guidelines
staff appearance and presentation.
Workplace procedures may include:
assignment instructions
instructions from colleagues, supervisor and manager
personal protective equipment (PPE) requirements
reporting and documentation requirements
specific client requirements.
Client contacts may include:
answering telephones
face-to-face interactions
interactions with team members.
Client needs may relate to:
accuracy of information
advice or general information
complaints and suggestions
purchase of products and services
specific requests.
Work groups may include:
colleagues
line managers
supervisors.
Suggestions and complaints may include:
administrative or financial errors
damaged goods
service or delivery errors.
Opportunities to enhance quality of products and services may include procedures for:
allocating appointments
communicating with clients
delivering products and services
responding to complaints or suggestions.
Commitments may be:
individually negotiated
negotiated by team approach.
Uniform may include:
clothes with a company logo or overalls
uniform dependent on climate and seasonal changes.
Information may be:
contained in:
company databases
manufacturer specifications and information
products or services available, including features and benefits
provided verbally
provided in written material, such as product brochures.
Product and service information may include:
features and benefits of products and services
range of products and services available
supplier information.
Communication techniques may include:
active listening
clear and legible writing
giving clients full attention
maintaining eye contact in face-to-face interactions
non-verbal communication, such as:
body language
personal presentation in face-to-face interactions
open and closed questions
verbal communication using:
clear and concise speech
appropriate language and tone of voice.
Communication equipment may include:
facsimile
internet and intranet applications
paging equipment
photocopiers
telephones.
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
This unit of competency could be assessed by observing the provision of a range of effective client services.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
A person who demonstrates competency in this unit must be able to provide evidence of the required skills and knowledge specified in this unit.
In particular the person should demonstrate the ability to:
clarify needs and expectations of clients or explore alternative ways to satisfy their needs and expectations
deliver services and responses to client requirements by applying company policy and procedures in a timely and effective manner
establish relationships with clients based on the provision of effective client service
explain features and benefits of products and services to clients
identify client needs through the use of interpersonal skills
maintain positive image of self, company and industry by complying with company policies
use effective communication techniques to establish rapport with clients.
Context of and specific resources for assessment
Assessment of essential underpinning knowledge may be conducted in an off-site context. It is to comply with relevant regulatory or Australian standards’ requirements.
Resource implications for assessment include access to:
assessment documentation forms and record books
client service manuals and other relevant organisational documentation
products and information used when providing client service
suitable work area or a simulated workplace environment that allows for demonstration of identifying client needs and delivering effective client service.
Method of assessment
Assessment methods must:
satisfy the endorsed Assessment Guidelines of the Property Services Training Package
include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application
reinforce the integration of employability skills with workplace tasks and job roles
confirm that competency is verified and able to be transferred to other circumstances and environments.
This unit could be assessed on its own or in combination with other units relevant to the job function.
Guidance information for assessment
Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.
Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.
Overview of assessment
This unit of competency could be assessed by observing the provision of a range of effective client services.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
A person who demonstrates competency in this unit must be able to provide evidence of the required skills and knowledge specified in this unit.
In particular the person should demonstrate the ability to:
clarify needs and expectations of clients or explore alternative ways to satisfy their needs and expectations
deliver services and responses to client requirements by applying company policy and procedures in a timely and effective manner
establish relationships with clients based on the provision of effective client service
explain features and benefits of products and services to clients
identify client needs through the use of interpersonal skills
maintain positive image of self, company and industry by complying with company policies
use effective communication techniques to establish rapport with clients.
Context of and specific resources for assessment
Assessment of essential underpinning knowledge may be conducted in an off-site context. It is to comply with relevant regulatory or Australian standards’ requirements.
Resource implications for assessment include access to:
assessment documentation forms and record books
client service manuals and other relevant organisational documentation
products and information used when providing client service
suitable work area or a simulated workplace environment that allows for demonstration of identifying client needs and delivering effective client service.
Method of assessment
Assessment methods must:
satisfy the endorsed Assessment Guidelines of the Property Services Training Package
include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application
reinforce the integration of employability skills with workplace tasks and job roles
confirm that competency is verified and able to be transferred to other circumstances and environments.
This unit could be assessed on its own or in combination with other units relevant to the job function.
Guidance information for assessment
Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.
Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| S4421 | PRMCMN202A | Provide effective client service | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| S4421 | PRMCMN202A | Provide effective client service | Unit of competency |
| AXH41 | CPPCMN3006 | Provide effective client service | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D763 | CPP20711 | Certificate II in Carpet Cleaning Operations | Qualification |
| D762 | CPP20611 | Certificate II in Cleaning Operations | Qualification |
| D761 | CPP20511 | Certificate II in Fire Protection Inspection and Testing | Qualification |
| J350 | CPP20112 | Certificate II in Surveying and Spatial Information Services | Qualification |
| D760 | CPP20411 | Certificate II in Waste Management | Qualification |