{"id":17740,"date":"2019-05-29T10:44:55","date_gmt":"2019-05-29T10:44:55","guid":{"rendered":"https:\/\/www.process.st\/templates\/daily-customer-service-duties\/"},"modified":"2024-03-15T14:44:39","modified_gmt":"2024-03-15T14:44:39","slug":"daily-customer-service-duties","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/daily-customer-service-duties\/","title":{"rendered":"Daily Customer Service Duties"},"content":{"rendered":"\n
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Introduction:<\/h2>\n
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Customer service staff<\/strong> have important tasks to do each day<\/a>. From quickly replying to support tickets and solving issues for their customer base, to replying to online reviews and passing on the feedback to the products team, it's easy<\/strong> for the working day to spiral into disorder<\/strong>.<\/p>\n

Use this Daily Customer Service Duties<\/strong> template to keep check of your important day-to-day tasks \u2014 you can use the template as it already is, or change it to your liking, should you want to add, remove, or edit certain actions.<\/p>\n

It's time to own your day.<\/p>\n <\/div>\n<\/section>\n

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Pre-planning:<\/h2>\n<\/section>\n
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Reread company policies and personal policies<\/h2>\n
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Reread company policies<\/strong> and any self-written personal policies.<\/strong><\/p>\n

It's important<\/strong> to refresh yourself<\/strong> of the policies<\/strong> that have been set by your company and yourself. If not<\/strong>, you could be going about your daily customer service duties the wrong way<\/strong>. This particularly hampers productivity \u2014 if you have to retrace your steps and go about an action in the right way after doing it the wrong way, crucial time has been wasted.<\/p>\n

So you don't have to open external links or documents when running this checklist in the future, edit this template,<\/strong> add two text fields<\/strong>, then paste<\/strong> your company policies<\/strong> and personal policies in the text fields<\/strong>.<\/p>\n <\/div>\n

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Review today's plan<\/h2>\n
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Remind<\/strong> yourself of what needs to be done <\/strong>by looking at your tasks<\/strong>.<\/p>\n

The best way to get running with a checklist is to look at all the steps involved<\/strong>. (Re)familiarize yourself with today\u2019s plan before diving headfirst<\/strong> into the day\u2019s duties.<\/p>\n <\/div>\n

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Prioritize tasks<\/h2>\n
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After reviewing, prioritize your tasks by making a list in the form field<\/strong>.<\/p>\n

A checklist doesn\u2019t always<\/strong> have to be ticked-off in order. For instance, if you have a 9 am team meeting, it makes sense to have the meeting<\/strong> and then afterward<\/strong> go to step 14 and complete that task <\/strong>before the others.<\/p>\n <\/div>\n

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