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Customer Service Excellence Checklist

A checklist template, often referred to as a ‘to-do list’, in order to manage tasks or items that need to be completed before a specific date or time. It is a helpful way to keep events and activities organized within a time-frame so that they are accomplished in a helpful way so that everything planned may be completed without forgetting an appointment, task, or chore. Create by filling-in online or handwriting after selecting one of the checklists to print.

Do you often feel overwhelmed by the amount of work you have to do, or do you find yourself missing deadlines? Or do you sometimes just forget to do something important, so that people have to chase you to get work done? All of these are symptoms of not keeping a proper "To-Do List."

Although using a paper checklist is an easy way to get started, software-based approaches can be more efficient in spite of the learning curve. These can remind you of events or tasks that will soon be overdue, they can also be synchronized with your phone or email, and they can be shared with others on your team, if you’re collaborating on a project.

Run through these checklists allocating priorities from A (very important, or very urgent) to F (unimportant, or not at all urgent). If too many tasks have a high priority, run through the list again and demote the less important ones. Once you have done this, rewrite the list in priority order.

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