Customer Service Escalation Process Template

Can you afford to lose customers because of a poor customer service escalation process?

Customer Service Escalation Process Templates
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2 Checklists

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✔ Easy to use Microsoft Word editable templates
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✔ Free Customer Service Checklist
✔ Free Marketing Checklist

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Build Trust or Lose Customers

Excellent customer service is crucial for any business. Every customer support service must be backed up by a competent escalation management system.

Having an escalation plan is just one part of delivering excellent customer service.

You must build your customer’s trust and also have a set of procedures in place to deal with a variety of potential problems should they occur.

For example, if the customer is simply not getting any answers after trying over and over again, the issue needs to be escalated to a department that can resolve the issue.

Time Saver Templates

These templates will allow you to improve your customer service processes quickly and easily. You will be able to set up your escalating guide in minutes instead of months and can customize these templates to suit your specific circumstances. Review the content below.

Customer Service Escalation Process Master Template Type 1

Type 1 Customer Service Escalation Process Template is a template that outlines to your customers what your escalation procedures are. It is a tool to communicate your processes to customers.

This is a useful document to make available to your customers and clients on your website or however your regularly communicate with your existing customers.

Title Page

The first page is the Title Page and is easy to customize to suit your business.

Customer Service Escalation Process Master Template | Title Page

Table of Contents

The next page is the Table of Contents. This Table of Contents is fully automated using Microsoft’s automated Table of Contents feature.

It is easy to update. Just go into the body of the document and change the heading and then return to the Table of Contents and right click and hit update.

Customer Service Escalation Process Master Template | Table of Contents

Section 1 – Escalating a Problem

Section 1 is the Introduction and provides details about when to escalate a problem.

Customer Service Escalation Process Master Template | Section 1

Section 2 – How to Escalate a Problem

Section 2 provides instructions on how to escalate a problem.

Customer Service Escalation Process Master Template | Section 2

Section 6 – Further Assistance

Section 6 is an opportunity to add more detail and a relevant contact for further assistance such as your website.

Customer Service Escalation Process Master Template | Section 6

This is a detailed template that you can use to provide to your customers so they have confidence their complaints or issues are getting addressed. Refer to the table of contents for all sections.

What is Included?

Customer Service Escalation Process Master Template Type 1
File Type
Microsoft Word .docx

Page Count

Word Count

Customer Service Escalation Process Master Template | Microsoft Word Snapshot

Customer Service Escalation Process Master Template Type 2

Type 2 Customer Service Escalation Process Template is a more simple template suitable for team members to follow.

This is a chart that outlines the process of escalating issues through your call center or general phone number.

This template can be used for escalation of customer complaints.

Call Center Customer Complaint Escalation Process

Image of Call Centre Customer Service Escalation Process Template
Customer Service Escalation Process Master Template | Call Center Escalation Process

Definitions of Severity Levels

This template also includes a general chart for defining levels of severity for the complaint or issue. This can easily be amended to suit your business.

Customer Service Escalation Process Master Template | Definitions of Severity Levels

Easy to Customize

This template can be easily modified or changed to suit your escalation process. Take a look at the template in Microsoft Word. View the snapshot below.

Image of Call Centre Customer Service Escalation Process Template - MS Word Format
Customer Service Escalation Process Master Template | Microsoft Word Format

What is Included?

Master Templates Type 1 and 2 are both included in this download for the one price.

File Types
Microsoft Word .docx

Customer Service Escalation Process Master Template Type 1
Page Count
Word Count

Customer Service Escalation Process Master Template Type 2
Page Count
Word Count

Free Bonus! 2 x Checklists

When you buy the templates above, we include two related checklists to assist you with customer service and marketing. These checklists are related to creating better customer service and marketing in your business.

Checklist | Customer Service

Checklists are a fantastic way to set the benchmark for your team. You can easily amend these checklists to suit your business. It is important that you are delivering quality for each customer and using checklists help to ensure your team deliver to the required standards.

What is Included?

Customer Service Checklist
Marketing Checklist

File Types
Microsoft Word .docx

Easy, Quick, Efficient…..Done

Time Saving Templates

Our Master Templates are easy to use and apply. Use Microsoft Word to find and select the relevant information to customize it to your needs.

Customize in Minutes with Red Highlights

To assist you in customizing our Master Templates quickly and easily, all items that need customizing are highlighted in red. You can simply use the Find and Select tool in Microsoft Word (Ctrl+H) to identify all relevant items in one hit and replace instantly or simply scroll through and change the items in red.

Find, Select and Replace
Find, Select and Replace | Customize in Minutes

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Our templates are designed to save you time creating your documents. We offer an unconditional 100% Money-Back Guarantee with no questions asked if you are not satisfied.

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No business can afford to lose customers. Maintain your customer base through quality escalation procedures. Use Master Templates and save a huge amount of time and effort.




P.S. The price of our products do rise based on upgrades, improvements and demand. We encourage you to buy today not only to avoid missing out at this price, but also to immediately reap the benefits of building trust with your customers by having a documented escalation process.

All the best with your business.

Frequently Asked Questions

Is this complicated Software or Subscriptions?

No. This is not complicated software where you need an ongoing subscription or annual fee. It is a one off payment. There is no huge learning curve either. Just purchase and download and get on with the task of creating your documents quickly, easily and with no fuss.

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Yes. As soon as you have paid for your purchase, you will receive a download link via email. However, please remember to also check your ‘Junk Email’ as if you have not received your link immediately, the email could be in your ‘Junk Email Inbox’.

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Can I make changes to the master templates and add my own information?

Yes. The majority of the master templates are Microsoft Word files or Microsoft Excel files. Easy to download and easy to use. You can easily add or remove content and customize the templates to suit your needs. A lot of the templates also have automated Table of Contents, so it is easy to make changes and then update the Table of Contents field so your Table of Contents is also updated. In addition, if you have any problems we can assist.

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No. There are no further charges. No monthly subscriptions either. You have the right to use the document to your desires within our terms of agreement of purchase. There are no monthly fee or hidden charges. Similarly, what you see above is the only and final fee.

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Yes. If you are not 100% satisfied with your purchase, we will refund your money 100%. However, we would love some feedback from you so we can improve our product should you believe it could be better.

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