Client instructions and requests offer a chance for your business to deliver excellent service and create long-lasting customer loyalty. It is important to have clear procedures in place for recording and handling client instructions to ensure that no request is forgotten or ignored. Additionally, having a complete record of client instructions, requests, and preferences will help you provide better service in the future.
This procedure provides detailed instructions for recording and forwarding client instructions. The procedure can be customized by replacing the prompts in brackets with clear instructions for your specific CRM or notification system.
“Recording Client Instructions” is recommended to be included within the Sales section of your Company Manual.
Word count: 300