Workflow Templates: Customer Service Checklist

Greet customers promptly and warmly as they enter the store.

Offer assistance and ask if they are looking for something specific.

Maintain eye contact and a friendly demeanor to make customers feel welcomed.

Listen attentively to customers' needs and inquiries.

Provide accurate and helpful information about products and services.

Guide customers to the products they're interested in and offer alternatives if necessary.

Ensure that the check-out area is clean, organized, and well-stocked with necessary supplies.

Process transactions efficiently and accurately, being mindful of queue times.

Thank customers for their purchase and invite them to return.

Listen to the customer's issue without interrupting and show empathy.

Apologize for any inconvenience and offer a solution in line with company policies.

Process returns and exchanges smoothly, ensuring customer satisfaction.

Follow up with customers to ensure their satisfaction with the purchase.

Inform customers about loyalty programs and encourage them to join.

Ask for feedback to improve the customer service experience.

Customer Service Checklist