Free Operational Workflow

Make your business procedures more efficient and well-organized by using our Operational Workflow Template. Using Template.net's AI Editor Tool, you can fully change and customize this template to help you efficiently and clearly plan out workflows. Perfect for companies who want to monitor progress, guarantee departmental consistency, and increase operational efficiency.

Step	Action	Responsible Party	Tool/ Platform
1. Receiving Inquiries	Customer submits an inquiry via email, phone, or online form.	Customer Service Representative (CSR)	CRM system
2. Logging Inquiry	CSR logs the inquiry into the CRM system, categorizing it based on the issue.	CSR	CRM system
3. Acknowledging Receipt	CSR sends an acknowledgment email to the customer with an estimated response time.	CSR	Email system
4. Assigning Inquiry	CSR reviews and assigns the inquiry to the appropriate team or specialist.	CSR	CRM system
5. Resolving Inquiry	Assigned team or specialist provides a resolution and updates the CRM system.	Specialist/Team	CRM system
6. Communicating Resolution	CSR contacts the customer to provide the resolution or request more information if needed.	CSR	Email/Phone
7. Closing Inquiry	CSR updates the CRM system to close the inquiry once resolved.	CSR	CRM system
8. Follow-Up	CSR conducts a follow-up survey or call to ensure satisfaction and gather feedback.	CSR	Survey tool/Phone

Free Operational Workflow

I. Introduction

II. Steps

III. Key Performance Indicators (KPIs)

IV. Review and Improvement

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