Service Follow-Up Checklist

This document outlines the essential follow-up steps that must be completed after handling a customer service case. It ensures consistency, accountability, and high service quality in ongoing customer relations.

Customer Information

• Customer Name: {customerName}
• Case ID: {caseId}
• Service Representative: {serviceRep}
• Date of Initial Contact: {initialContactDate}

Follow-Up Evaluation

Customer Feedback

{^hasFeedback}No customer feedback was provided.{/hasFeedback}

{#hasFeedback} Was feedback positive? {positiveFeedback}
Feedback Summary:
{feedbackSummary} {/hasFeedback}

Next Steps

{^hasNextSteps}No immediate next steps required.{/hasNextSteps}

{#hasNextSteps}

1. {step}

{/hasNextSteps}

Internal Notes

{internalNotes}

Final Review Completed By: {reviewerName} on {reviewDate}