Client Call Log
Client Call Log
This log briefly captures all phone communication details between our service providers and our clients. The purpose is to ensure optimal service delivery and advance customer experience.
Prepared by: [YOUR NAME]
Date: [DATE]
[YOUR COMPANY NAME]
Log Overview
The Client Call Log serves as a systematic record-keeping tool to document crucial details related to the specific job or project for the day. This log is designed to facilitate organized and efficient tracking of client communications, ensuring a comprehensive and accurate record of interactions.
|
Client Name |
Contact Number |
Purpose of Call |
Discussion Points |
Action Items |
|---|---|---|---|---|
|
John Doe |
555-123-4567 |
Inquiry |
Project specifications |
Send Proposal |
|
Jane Smith |
555-987-6543 |
Support |
Technical troubleshooting |
Resolve Issue |
|
Mark Johnson |
555-555-5555 |
Follow-up |
Milestone review |
Update Schedule |
|
Emily White |
555-789-0123 |
Feedback |
Service satisfaction. |
Thank You Note |
Notes:
-
Time: Record the time of each client call for chronological order.
-
Client Name: Enter the name of the client involved in the call.
-
Contact Number: Include the client's contact number for future reference.
-
Purpose of Call: Briefly describe the reason for the client interaction.
-
Discussion Points: Summarize the main topics covered during the call.
-
Action Items: Outline specific tasks or actions resulting from the call.
