Free Follow Up List Template
Follow Up List
|
Name |
[YOUR NAME] |
|---|---|
|
Company Name |
[YOUR COMPANY NAME] |
|
Date |
[DATE] |
Overview
The following list contains the details of customer tickets that require follow-up actions. This includes tasks such as additional information gathering, escalation, or resolution updates. This template is designed to help the customer support team prioritize and effectively handle unresolved customer inquiries and issues.
List of Customer Tickets
|
Ticket ID |
Customer Name |
Issue Description |
Next Action Required |
|---|---|---|---|
|
001 |
John Doe |
Payment failure on checkout page. |
Gather additional information. |
|
002 |
Jane Smith |
Item delivered is damaged. |
Resolution update and compensation. |
|
003 |
Bob Harris |
Account password recovery issue. |
Escalate to IT department. |
|
004 |
Alice Green |
Missing items from the order. |
Resolution update and dispatch of missing items. |
|
005 |
Mark Summers |
Cart not updating with chosen items. |
Gather additional information. |
|
006 |
Laura Benson |
Unable to apply coupon code. |
Gather additional information. |
|
007 |
Charlie Brooks |
Request for refund process assistance. |
Assist in refund process. |
|
008 |
Michael Phelps |
Delivery delay complaint. |
Resolution update and manage expectation. |
|
009 |
Lisa Davis |
Received wrong item in order. |
Arrange for return pickup and deliver correct item. |
|
010 |
Rachel Adams |
Issues with tracking order. |
Provide updated tracking details |
Additional Reminders
-
Always approach customer issues with empathy and patience.
-
Make sure the 'Next Action Required' is done within the agreed SLA.
-
Immediately update ticket status after action completion to prevent duplicates or oversight.
-
Prioritize issues by severity and customer experience impact.
-
Escalate any recurring concerns or major operational issues to management.
