Free Sales Resolution for Post-Closure Services Template

Sales Resolution for Post-Closure Services

Prepared By: [Your Name]

Position: [Your Job Title]

Email: [Your Email]

Phone: [Your Number]

Date: [Month Day, Year]


I. Objective

This document outlines the official Sales Resolution for Post-Closure Services at [Your Company Name]. The aim is to define the guidelines and protocols for providing exceptional service to clients after a deal has been closed, ensuring long-term customer satisfaction and fostering ongoing relationships.

II. Post-Closure Services

Category

Service Item

Description

Account Management

Dedicated Account Manager

Every closed deal will be assigned a dedicated Account Manager within 48 hours of deal closure.

Onboarding

A structured onboarding process will be carried out by the Account Manager to integrate the client seamlessly into our ecosystem.

Customer Support

24/7 Support

Round-the-clock customer support will be provided via phone, email, and live chat.

Escalation Protocol

Any issues raised by the client should be escalated and resolved within a maximum of 48 hours.

III. Regular Updates and Check-ins

  1. Monthly Reporting: A comprehensive report outlining the performance metrics, updates, and any other client-specific data will be sent on a monthly basis.

  2. Quarterly Business Reviews: These meetings aim to discuss the account’s health and future opportunities for upselling or cross-selling.

IV. Responsibilities

  1. Sales Team: Responsible for handing over all necessary documents and details to the Account Manager.

  1. Account Manager: Accountable for client onboarding, monthly reporting, and conducting quarterly business reviews.

  1. Customer Support: Responsible for managing all client queries and issues, ensuring resolution within specified timeframes.

V. Performance Metrics

  1. Client Retention Rate: Aim to achieve a client retention rate of at least 95%.

  1. Client Satisfaction Score: Aim for a minimum score of 8 out of 10 in all customer feedback surveys.

  1. Response and Resolution Time: Maintain an average response time of under 2 hours and a resolution time of under 48 hours for all client issues.

VI. Review and Amendments

This resolution is subject to an annual review. Any amendments or updates will be communicated to all concerned departments.

VII. Signature and Approval

This Sales Resolution for Post-Closure Services has been approved by:

[Name]

Company Secretary

[Name]

Chair of the Board

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