Customers Templates
Customer frameworks help you keep the business you’ve already won: the documents that turn a one-off sale into a relationship worth renewing, referring and building on.
Framework Categories
Planning
recruitment
welfare & culture
sales & marketing
customers
money
efficiencies
specialist
Loving the Fans - Customer Templates Overview
An overview of all templates relating to customer retention and customer care.
Customer Retention Activities
Quick tips and thoughts on how to improve client retention activities
Key Customer Care Considerations
Plan for the areas/support to put in place for different levels of client care
Customer Service - Global Performance Standards
Maintain consistency of knowledge and client care throughout the business
Customer Order Process
A clearly diagrammed flow of the activities/actions and processes required to deliver goods – visual flow charts are priceless in perfecting the steps of delivery.
Customer Complaint Process Flow Chart
Record keeping of complaints ensures ownership and resolution long term, whilst also enabling trend analysis to ensure customers gain consistent care.
Customer Complaint Letter Reply
An example of letter showing how to respond effectively to a client complaint
Customer Complaint Letter Follow-Up Conversation
An example of how to respond effectively to a client complaint – resolution summary
Customer Satisfaction Survey
An example of how to respond effectively to a client complaint – resolution summary
Delivery Service Questionnaire
Looking for client feedback on delivery service – demonstrating consistency to deliver the perfect order
Average Invoices Trend Report
A method to analyse the activity level of your order processing department and trends in order types to understand order mix