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Standard Operating Procedures customer service

Phone Call Handling Standard

Answer → greet by brand standard → qualify intent → resolve or warm-transfer → close with confirmation.

Built for: Retail Hospitality Healthcare Foodservice

What's inside this template

Steps

  • Answer within 3 rings
    Industry standard. If you can't answer immediately, send to a manned voicemail or queue with hold music — never silent ring.
  • Brand greeting
    "Thank you for calling [brand]. This is [name]. How may I help you today?" Smile while you speak — voice tone changes audibly.
  • Qualify intent
    Listen, then summarize back: "So you're looking to [need]?" Confirms understanding and routes correctly.
  • Resolve or warm-transfer
    If you can resolve, do so. If not, warm-transfer: brief the receiving party first, then connect. Never blind-transfer if avoidable.
  • Close with confirmation
    Summarize what was resolved or what comes next. "Is there anything else I can help with?" Thank them by name. Hang up after they do.

Common use cases

Inbound call handling
New CS rep training
Multi-location consistency

Related templates

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