Free Sales Client Issue Tracking Document Template
Sales Client IssueTracking Document
Department: [Department]
Prepared By: [Your Name]
Date: [Date]
The purpose of this Client Issue Tracking Document is to systematically monitor and manage issues raised by our clients. This proactive approach aims to increase client satisfaction and trust by resolving problems in a timely and effective manner.
Objectives
-
Identify the type and source of client issues.
-
Assign responsible parties for resolution.
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Monitor the status and update clients accordingly.
-
Analyze data for preventive action.
Issue Tracking Table
|
Issue ID |
Client Name |
Date of Report |
Type of Issue |
Assigned To |
Status |
Resolution Date |
Remarks |
|
001 |
Client A |
Jan 3, 2050 |
Billing |
John Doe |
Closed |
Jan 11, 2050 |
Done |
Resolution Procedures
Step 1: Initial Assessment
Once an issue is reported, the responsible party must assess the severity and type of the issue.
Step 2: Acknowledge and Update Client
Send an acknowledgment email within 24 hours and provide an estimated time for issue resolution.
Step 3: Issue Resolution
Implement the necessary steps to resolve the issue within the stipulated time.
Step 4: Client Confirmation
Confirm with the client that the issue has been satisfactorily resolved.
Step 5: Update the Tracking Table
Update the Issue Tracking Table with the actual resolution date and remarks.
Reporting and Analytics
-
Monthly summaries of open, closed, and ongoing issues.
-
Quarterly performance reviews for issue resolution.
-
Annual trend analysis for preventive action.
For any queries or concerns related to this document, please contact [Your Company Email].
