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CUSTOMER PROFILEINSTRUCTIONS Print out one Customer Prole form per customer and keep in a binder. Use this sheet when a customer orders and during followup conversations. Record customers responses

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How to fill out customer care sheet

01

Collect all necessary information from the customer such as their name, contact details, and reason for contacting customer care.

02

Verify and validate the customer's information to ensure accuracy.

03

Record the details on the customer care sheet accurately and clearly.

04

Provide a reference number or ticket number to the customer for future communication and tracking purposes.

05

Follow up with the customer to ensure their issue has been resolved satisfactorily.

Who needs customer care sheet?

01

Any organization or company that provides customer service and support may need a customer care sheet to properly document and address customer inquiries and concerns.

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What is customer care sheet?

Customer care sheet is a document used to record and track interactions between a customer and a company's customer service team.

Who is required to file customer care sheet?

Customer service representatives and other employees who interact with customers are required to file customer care sheets.

How to fill out customer care sheet?

To fill out a customer care sheet, employees should document details of the customer interaction including the customer's name, issue, resolution, and any follow-up needed.

What is the purpose of customer care sheet?

The purpose of a customer care sheet is to improve customer service, track customer issues, and ensure follow-up and resolution.

What information must be reported on customer care sheet?

The customer's name, issue, resolution, date of interaction, employee handling the issue, and any follow-up actions must be reported on the customer care sheet.

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