Workflow Templates: Customer Service Training Checklist

Welcome each customer with a smile and make eye contact

Use a friendly, warm tone of voice

Offer assistance by asking if they have a reservation or how many people are in their party

Listen attentively and take notes if necessary

Repeat the order back to the customer to ensure accuracy

Inform the customer about specials and recommendations

Serve food and drinks from the correct side following restaurant protocol

Check back within two minutes to ensure the guest is satisfied with their meal

Refill beverages promptly and offer additional items as needed

Respond to inquiries with knowledge about the menu and restaurant services

Address complaints with empathy and a problem-solving attitude

Report any serious customer concerns to management immediately

Ask customers if they enjoyed their meal and service

Present the check promptly when requested or when it seems appropriate

Thank the customers for visiting and invite them to return

Customer Service Training Checklist