Customer Care Call Back Worksheet

[ ] deliver good news first
[ ] thank for feedback, opportunity to use for improvements

[ ] estimate accountability
% branch % policy/product % customer % other

present potential solutions

check for satisfaction

biz lost =
potential biz lost=
X 12 marketing impact
X 5 cost to generate new biz

personal input
what do i wish to do for the client right now?




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GOODWILL IS NOT A LIMITED RESOURCE