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Customer Service Action Form

The attached file contains a simple, easy-to-use form designed to aid in the quick resolution of customer service problems. It will help prevent customer problems from falling through the cracks, provide for an orderly hand-off to someone who can address the matter, and help you establish fool-proof procedures that ensure prompt action is taken when a customer is unhappy with the products or services received. You can quickly customize the form to reflect the work flow of your company.

File Description:
The file contains a two-page document — a one-page action form and one page of instructions and suggestions on how to use the form. The form is formatted as a table in Microsoft Word 6.0, so you need Microsoft Word version 6.0 or above, or other word processing software compatible with Word documents to use this form.

Download:
Customer service action form

Special Features:

The customer service action form and instructions feature the following:

  • Easy-to-fill out format, including separate fields for description of the problem, action taken, recommended next steps, and routing.
  • Suggestions for incorporating the form into the normal workflow as an integral part of your business's efforts to satisfy customers.
  • Quickly customizable to reflect your company's products, services, and work flow.

More information:
Improving Quality and Satisfaction