Client Stories


John Wilson

“Dave’s Charm School has been key to growing my company and bringing my engineering staff up to a consistent level of customer service.

Before we had engineers that were good at technical tasks and not that good with customer service. Now our engineers treat our customers the way they prefer. Our millennials especially enjoy the classes.

We have actually measured the success of using Dave’s Charm School with CSAT scores, and we were blown away with how happy customers are now.”

‘’We have better soft skills because we regularly discuss Dave’s Charm School courses.

Please do not use Dave’s Charm School. I prefer to continue beating my competition, including you.’’

Todd BollenbachPresident & CEOGNT Solutions
Ed Anderson
Managing Director / Partner

“We use Dave’s Charm School to teach existing and new employees soft skills for one reason – it works.

I don’t have time to put this type of training together. Neither do you.

So when I’ve got employees arguing, I send them back to the No Drama course on conflict and anger management. If I have someone who lacks empathy, I send them to that course. If my millennials are not grasping basic business etiquette (shocked, aren’t you), then a manager works through that course (AGAIN) with them.

The big takeaway for us is Dave’s Charm School starts the conversation with excellent knowledge transfer and learning exercises. Then we take it from there.”

Steve Meek, CISSP
Founder and President

“Dave’s done it again with Charm School. He’s figured out an innovative approach, mixing technology and custom delivery of his soft skills to help train our team. We can use video, audio or customize PPT content and choose desired games and exercises to reinforce the training. I am very glad he invested his time to garner 20+ years of people management and client facing expertise and organize it into great content (one less thing for me to do).

I know any business like mine that gets through just a portion of the content will either increase their CSAT scores or identify the personnel that do not match their culture. We are using Charm School to help us continue to grow our consultative nature and earn higher rates, communicate better and grow as a team. We are a metrics driven firm and find we are always more successful when we remember technology services is all about the people.”

‘’We have great folks, highly proficient at troubleshooting and resolving problems, but they had never been formally trained on dealing with customers.

I couldn’t recommend these courses enough.’’’

Luis AlvarezPresident & CEOAlvarez Technology Group
Harry Curran

“Technical skills are easy. Vendors require them. There are plenty of options to obtain that type of high quality training.

Soft skills is a different story. There used to be nothing for a managed service provider. Lots of generic stuff, and most of it really poor. We wanted something with examples of how to work together in a technology services company.

Dave’s Charm School is the only comprehensive training to develop the soft skills required by our Clients these days.

It not only helps our technical folks, but we do some cross-departmental training to help our people work more effectively together. Topics like No Drama and Communications 101 give you an idea of why our employees enjoy Dave’s Charm School courses. Yours will too.”

Dan Paquette
Managing Partner

“I heard of a company who had a tech go onsite to a client. The tech checked in with the receptionist, performed his work on the servers and left. The services company owner called one of the partners at the client to ask if they were happy with the service.

The partner replied, ‘Was one of your people here yesterday? I don’t think any of our people saw him.’

One of the reasons this would never happen with our tech team is because Dave’s Charm School helps us train all employees the soft skills side of business.

There are actually courses on meeting (or exceeding) client expectations on remote and onsite service calls. Plus another dozen others. We train existing employees in Charm School and it is part of every new employee onboarding plan.”

‘’In a service based business, how you interact with clients is key to continued success. But how many of us have stopped and trained our people?’’

DCS is an effective tool to empower your staff.‘’

Harry Curran

“What makes one company better than another? We all can work long hours and find creative solutions for our Clients. However, we also have trouble with communications.

To counteract this weakness, we use Dave’s Charm School as required training for all technicians, our people have responded very positively.

Recently we hired a senior level tech and he watched close to half of the videos. He came back and said he was overwhelmed with the content – he found himself doing many of the things that the videos said we should avoid.

We all have the knowledge, tools and processes to win over and maintain our clients. However, we don’t always have the soft skills to help win our customers over. These courses really helped our team learn how to speak non-IT lingo. Highly recommended.”

Chris Bradley
VP Managed/Cloud Solutions

“ProTech is successful because we focus on talent and technology, not just the latter.

One of our challenges over the years has been developing the soft skills of our people. This is incredibly important to our success, yet we have had to do the heavy lifting of finding and developing content to teach our people more professional behaviors until Dave’s Charm School.

We use Dave’s Charm School on a regular basis with new and existing employees to train business soft skills’ basics, develop communication and relational skills, improve attitudes, and reinforce our standards for providing a consistently positive client experience.

We recommend Dave’s Charm School as a very cost-effective way to make certain the soft skills of your people match or exceed their “hard” skills in technical, sales, or operational areas.”

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