CSR Webtools & Worksheets
The operational tools, worksheets, and trackers used during customer support work.
WEB TOOLS
4 toolsEMAIL TEMPLATE
2 toolsESCALATION SHEETS
11 toolsRefund follow up (Beyond TAT) Escalation sheet:Open tool↗4AM Marketing Email - Response Tracker:Open tool↗Shopify Refund Requests & Follow Up:Open tool↗Amazon | Walmart | eBay Inquiries:Open tool↗OHA - Refund Push back Tagging Sheet:Open tool↗OHA Hearing Specialist Referrals / Consultation Portal:Open tool↗DHL Re-Shipment Claim Template:Open tool↗CSR Manual Creation Tracker:Open tool↗Return Label Request for Customers without valid email (socmed):Open tool↗NEW Undelivered Message Escalation:Open tool↗Request Follow-up Escalation Sheet:Open tool↗
PRODUCTIVITY SHEETS
5 toolsMasterlists
2 toolsAdmin Worksheets
4 toolsAddress Hold Tracker (Proactive monitoring):Open tool↗
Operator Hold Tracker (Proactive monitoring):Link pending
Order in Sticky but not in ShipHero Tracker (Proactive monitoring):Open tool↗PayPal Tracking link ProcessingOpen tool↗