Customer Service Checklist Form

Please fill out the form with your information below.

Customer Interaction Checklist

1. Greeting and First Impression

• Greeted customer warmly within 30 seconds.

• Maintained a positive and professional tone.

• Addressed customer by name (if applicable).

2. Needs Identification

• Asked open-ended questions to understand the customer's needs.

• Listened actively without interrupting.

• Clarified any uncertainties.

3. Problem Resolution

• Provided clear and accurate information.

• Offered solutions promptly.

• Escalated to a supervisor if required.

4. Product or Service Knowledge

• Demonstrated thorough knowledge of products/services.

• Addressed all customer queries with confidence.

5. Closing the Interaction

• Summarized key points discussed.

• Thanked the customer for their time or business.

• Asked if there was anything else they needed help with.

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