Service Advisor CSI Follow-Up Call Log

Tracks outbound service advisor calls made 24 to 72 hours after service to capture customer satisfaction, identify unresolved issues, and intercept concerns before the OEM CSI survey is delivered.

Call Details

• Call Date
• Call Time
• Service Visit Date
• Service Advisor Name
• Repair Order Number
• Contact Method

Customer Contact Outcome

• Contact Result
• Callback Requested?
• Preferred Callback Window
• Language Preference

Satisfaction Check

• Overall Satisfaction
• Were your service expectations met?
• Advisor Communication
• Would the customer return for future service?

Issues and Recovery

• Were any issues reported during the call?
• Issue Category
• Issue Summary
  Briefly describe the concern without collecting unnecessary PII.
• Resolution Action Taken
• Follow-Up Owner

CSI Risk and Notes

• CSI Risk Level
• Survey Intercept Needed?
• Internal Notes
  Use for internal follow-up details only. Do not include sensitive personal data unless necessary for resolution.