Free Sales Client Concerns Compliance Document Template
Sales Client Concerns Compliance Document
This document outlines the protocols and procedures for managing and addressing client concerns at [Your Company Name]. The primary aim of this compliance document is to establish a uniform and systematic approach to identifying, documenting, and resolving concerns raised by our clients.
This document applies to all departments, units, and personnel of [Your Company Name] who interact directly or indirectly with clients. Adherence to the procedures outlined herein is mandatory unless stated otherwise.
Client Concern Categories:
Below is a table that outlines the various categories of client concerns, along with their definitions and examples.
|
Category |
Definition |
Example |
|
Billing Issues |
Concerns related to invoicing and payment |
Incorrect charges on invoices |
|
Service Quality |
Issues regarding the quality of service provided |
Delayed delivery, poor service |
|
Product Quality |
Issues regarding the quality of products sold |
Defective products |
|
Communication |
Concerns related to the quality of communication |
Misinformation, lack of updates |
|
Regulatory Compliance |
Concerns about adherence to laws and regulations |
Data breaches |
Procedures for Addressing Client Concerns:
-
Initial Contact: All client concerns must be logged into the Client Concerns Database within 24 hours of their initial report.
-
Assessment: The concerns are to be assessed and categorized according to the table in section Client Concern Categories.
-
Resolution: Each department has specific timelines within which to address the concerns, failing which an internal audit will be initiated.
This document will be reviewed annually, or as deemed necessary by changes in internal procedures or regulatory requirements. The next scheduled review is in June [Year].
