Customer Service Visit Checklist

This customer service visit checklist helps linen and laundry service teams supporting medical, food, and beverage accounts plan and document account visits. It guides pre-visit planning, agreement dates, and appointment needs; captures issues since the last visit and corrective actions; reviews accounts receivable status and next steps; audits invoices and contact details; and checks pricing and inventory against minimums. During the visit, it prompts engagement with decision makers, leave-behind notes, and assessments of inventory levels, product quality, storage cleanliness, and organization. It also records competitor observations, staff satisfaction with route representatives, overall service ratings, and customer review responses, with signature and date for verification.