Free Sales Client Issue Resolution Template
Sales Client Issue Resolution
Issue Details
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Date: [Month Day, Year]
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Client Name: [Name]
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Client Email: [Email]
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Sales Representative: [Name]
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Issue Type: [Issue]
Issue Description
The client reported a delay in delivering their order for the [Product].
Investigation
Investigation Steps:
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Client Communication: Contacted the client to gather additional details about the issue.
Date: July 16, 2050
Details: Mr. Smith explained that he placed an order for the XYZ product with an expected delivery date of July 10, 2050. However, as of today, he has not received the order.
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Internal Investigation: Reviewed the client's account and order history.
Findings: Our records indicate that the order was dispatched on July 8, 2050, but there was a delay in the shipping process due to unforeseen logistics issues.
Resolution Plan
Resolution Steps:
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Identify Root Cause: Determined that logistical delays in the shipping process caused the issue.
Date: July 16, 2050
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Resolution Plan: Developed a plan to address the issue.
Plan Details: We will expedite the shipping process and ensure Mr. Smith receives the XYZ product by July 20, 2050.
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Implementation: Executed the resolution plan.
Date: July 17, 2050
Actions Taken: Expedited shipping provided Mr. Smith with a tracking number for real-time updates.
Client Communication
Communication with Client:
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Resolution Update: Informed the client about the resolution plan and expected timeline.
Date: July 17, 2050
Details: Sent an email to Mr. Smith explaining the steps taken to resolve the issue and provided the new delivery date.
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Issue Resolved: Confirmed with the client that the issue has been resolved.
Date: July 19, 2050
Confirmation: Mr. Smith confirmed via email that he received the XYZ product and was satisfied with the resolution.
Follow-up
Follow-up Actions:
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Client Satisfaction: Conducted a follow-up to ensure client satisfaction.
Date: July 25, 2050
Feedback: Mr. Smith appreciated the prompt resolution and provided positive feedback.
Documentation: Documented the issue and resolution steps for future reference.
Date: July 25, 2050
Details: Recorded the details of the issue, investigation, resolution plan, and client communication in our internal records.
Conclusion
Issue Closure:
The client issue has been successfully resolved to the satisfaction of the client.
All necessary follow-up actions have been completed.
Additional Notes
Resolution Metrics:
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Metric |
Date |
Result |
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Time to Resolution (days) |
July 19, 2050 |
4 days |
