General Client Services

Workflow Template

General Client Services

Workflow Template

This workflow template illustrates the processing, handling and resolution of general customer inquiries (account questions, payment inquiries, product change requests, etc.). Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand the General Client Services process.

Related KPIs : First Contact Resolution Rate, Average Handle Time (AHT), Cycle Time: Customer Support Ticket Resolution

What is General Client Services?

General Client Services is a process that involves the processing, handling and resolution of general customer inquiries (account questions, payment inquiries, product change requests, etc.). This process includes account creation or update, sales processing (cross-sell products/services when possible), billing (contracts need to be sent out and approved, billing information should be submitted to the finance team, etc.) and customer inquiry resolution (if the answer is known, the customer should be answered directly; otherwise research should be performed).

Download a Sample General Client Services

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