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Run: Service Advisor CSI Follow-Up Call Log

Log outbound service advisor follow-up calls made 24 to 72 hours after a visit, capture satisfaction, and route unresolved issues before the OEM CSI survey a...

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Call Details

Call Date (required)

Call Time (required)

Service Visit Date (required)

Service Advisor Name (required)

Repair Order Number (required)

Contact Method (required)

Customer Contact Outcome

Contact Result (required)

Callback Requested? (required)

Preferred Callback Window

Language Preference

Satisfaction Check

Overall Satisfaction (required)

Were your service expectations met? (required)

Advisor Communication (required)

Would the customer return for future service? (required)

Issues and Recovery

Were any issues reported during the call? (required)

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 (required)

Survey Intercept Needed? (required)

Internal Notes

Use for internal follow-up details only. Do not include sensitive personal data unless necessary for resolution.

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