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Customer Interaction Audit Checklist

by sunil bagla, from the Community

Downloads: 10+
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This customer interaction audit checklist helps field engineers manage professional, safe, and courteous site visits. It covers ID verification, explaining the purpose of the visit, protective measures such as foot overalls and dust sheets, and clear, respectful communication from arrival to close. Prompts include handling distressed customers, seeking support from a site manager or CLO, reporting issues to customer care (E20), and documenting additional information, issues noticed, and next steps. It also guides engineers on communicating off-gas requirements due to internal leaks and relay/transfer return visits, with spaces for engineer and customer sign-off.

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With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

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Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.