Free Customer Service Checklist Form Template
Customer Service Checklist Form
Please use this checklist to ensure all customer service interactions are smooth and efficient. Check off each item as you complete it.
Customer Information
Date
Name
|
Action |
Check |
|---|---|
|
Greet the customer warmly and politely. |
|
|
Ask open-ended questions to understand the customer's issue or request. |
|
|
Offer clear, concise information or solutions. |
|
|
Address the customer’s needs as quickly as possible. |
|
|
Ask if the customer is satisfied with the solution. |
|
|
Thank the customer for their time and business. |
|
|
Ensure follow-up actions are scheduled if needed. |
|
Notes
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