Workflow Templates: After-Sales Follow-Up Checklist

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

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

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

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

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

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

After-Sales Follow-Up Checklist