Templates
Call Center
Daily Customer Service Duties

Daily Customer Service Duties

This checklist will help customer service and support staff to go about their daily tasks and duties in a straightforward, productive manner.
1
Introduction:
2
Pre-planning:
3
Reread company policies and personal policies
4
Review today's plan
5
Prioritize tasks
6
Morning:
7
Check customer channels are working
8
Add channel issue information
9
Escalate the channel issue
10
Look for general technical issues
11
Add technical issue information
12
Escalate the technical issue
13
Reply to unanswered customer messages
14
Attend morning meetings
15
Add morning meeting information
16
Afternoon:
17
Reply to positive and negative reviews
18
Document customer feedback and suggestions
19
Reply to unanswered customer messages
20
Attend afternoon meetings
21
Add afternoon meeting information
22
Review new customer information
23
Going forward:
24
Consider what hasn't been accomplished
25
Exporting daily report
26
Prepare for the next day
27
Sources:
28
Related checklists: