This checklist is designed to ensure that all customer service representatives are prepared for their daily tasks, addressing any issues from the previous day and preparing for the day's workload.
Analyze feedback received from customers the previous day to address any immediate concerns and improve service.
Ensure all customer service software and tools are updated and functioning properly before starting the day.
Conduct a short meeting with the team to discuss goals for the day, share important updates, and motivate the team.
Organize any necessary materials or resources that will be needed throughout the day to assist customers effectively.
Ensure all communication channels (phone, email, chat) are open and ready for customer interactions.
Check the performance metrics from the previous day to identify areas for improvement and celebrate successes.