Customer Service Templates


Complete bundle of templates to give better customer service, boost customer retention, and provide an excellent customer experience.

Read more below about what is included in the bundle.



Customer Service Templates

How is your company’s customer service?

Would you say that your customers are 100% satisfied? Are they over the moon excited about your company and thrilled with every interaction that they have with you?

Or is there some room to improve?

Maybe your customer service is average to good, but there are always going to be some unhappy customers, right?

It’s true that you can’t please everyone. However, the reason that someone leaves your company and your sales funnel shouldn’t be due to a customer service issue. It should be because you’ve solved all their problems and they’ve grown. They’ve purchased everything you must offer, they’ve recommended you to their friends and family, and now they are moving on.

There are a lot of misconceptions about what customer service is and what it isn’t.

Customer service is a series of processes and systems designed to:

  • Keep your customers happy
  • Prevent problems from occurring
  • Solve any unexpected problems that do come up in a quick and efficient manner
  • And to keep your customers buying your products so that they become lifetime customers.

And contrary to what you might think, customer service doesn’t start when someone makes a purchase. It should really begin when someone visits your website. DO they have a positive experience?

A great way to make sure your customers and clients have exceptional service when working with you is to make sure you deliver consistent service, train your team on best practices. My goal is to make things simpler for you…to make quicker work of getting better RESULTS from your customer service systems. With that in mind, let’s look at what is included in this package:

Best Practices, Documentation & Systems

Use this template to train your customer service team on your best practices. You can choose which of the best practices apply to your business and your customer service preferences.

Creating a customer service system and retaining customers can be overwhelming. Having a good checklist will make the world of difference for you and your team.

This checklist covers everything you need to create a successful customer service and retention program.

Customer Service FAQ Template

Having an FAQ is important because it can eliminate customer service requests and enables your customers to find instant answers.

This template includes 30 of the most common questions, typical for an online business, and suggested answers. You can modify the answers to fit your business needs.

13 Customer Service Email Templates

Having customer service email templates ready for you or your team to use is invaluable. It will save you a ton of time. I’ve provided 13 different customer service email templates you can quickly customize for your own business.

Refund Policy Templates

Refund policies vary depending on your business model. For example, a service provider generally includes their refund policy in their work for hire agreement. However, if you sell digital products, membership sites, or if you’re an affiliate marketer then it’s good to have a policy that you can publish on your website. I’ve included simple policies for a variety of business models.

Getting Customer Feedback Templates

Asking for customer feedback is important, but it’s not always easy to do. I am making it much easier for you by providing an email template asking for your customer’s feedback on their experience with your business. I’ve also included a sample customer survey template you can customize to get valuable information back from your customers.

As you can see, these templates and tools will help you with all aspects of setting up your customer service and retention program, so you can continue to grow your business with more and happier customers.

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