Workflow Templates: After-Sales Follow-Up Checklist

Template Library Home

Start using this Workflow

After-Sales Follow-Up Checklist

Customer Satisfaction Survey

Send out a customer satisfaction survey within a week of purchase

Include questions regarding the quality of the product, service during the sale, and the purchase experience

Offer a reward or discount as an incentive for completing the survey

Product Usage Follow-Up

Contact the customer to ensure they are satisfied with their purchase

Provide tips and best practices for product usage and maintenance

Offer assistance with any setup or product features they might not be aware of

Warranty and Support Information

Remind the customer of the warranty period and what it covers

Provide information on how to make a warranty claim

Share contact information for customer support services

Loyalty Program Invitation

Invite the customer to join the loyalty program, if available

Explain the benefits and perks of the loyalty program

Guide them through the sign-up process

Feedback and Issue Resolution

Ask for feedback on the after-sales process

Address any issues or concerns raised during follow-up promptly

Use feedback to improve the after-sales service

Cross-Sell and Up-Sell Opportunities

Identify potential additional needs of the customer based on their purchase history

Inform the customer about related products or services that could enhance their experience

Offer exclusive deals or bundles for returning customers

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.