Description
The Customer Service Bundle is a customer service tracker spreadsheet for small businesses that want to answer faster and lose fewer customers. You get 7 linked templates in one workbook that works in Microsoft Excel and Google Sheets.
Every customer issue in one place
Queries arrive on WhatsApp, email, Instagram and the phone. This bundle gives each one a ticket, a priority and a target time, then links complaints, returns and warranty claims to the same customer list, so you can see patterns and fix their causes.
7 templates in 4 groups
Know your customers (2): Customer Database and Customer Feedback & NPS. See who is active, at risk or lapsed, loyalty tiers and birthdays, and track ratings, Net Promoter Score and open issues.
Answer fast (2): Support Ticket Tracker and SLA Response Tracker. Log every query with priority and agent; first response and resolution times are checked against your targets, with breached tickets flagged and performance by priority, agent and month.
Fix what goes wrong (2): Complaint Register and Returns & Refunds Tracker. Record severity, root cause and the fix for every complaint, and track return reasons, refunds, shipping cost and requests waiting too long.
After-sales (1): Warranty & AMC Tracker. End dates, expiry alerts, service visits due and the value of contracts up for renewal.
One dashboard for everything
The dashboard shows 42 headline numbers and 21 charts: tickets and SLA met %, breached tickets, average response and resolution times, complaints by root cause, returns and refunds, contracts expiring and renewal value, customer status, ratings and NPS.
Easy to use
- Start Here sheet with simple steps
- Blue cells are for you, grey cells calculate on their own
- Sample data for a demo business; clear it to start fresh
- Customer IDs from a dropdown fill in names everywhere
- No macros, add-ons or formulas to write
Good to know
Two of these templates (Customer Database and Customer Feedback) are also part of our Small Business Complete Bundle; five (Tickets, SLA, Complaints, Returns and Warranty & AMC) are new.
Step-by-step guide
New to this? Read our guide: 7 Customer Service Spreadsheets for Small Business: Tickets to Renewals.
Delivery
You get one zip file with the workbook (.xlsx) and a 2-page PDF quick start guide. The download link appears right after payment and is also emailed to you. For Google Sheets, upload the file to Google Drive and choose Open with → Google Sheets.
More templates
Win more customers with the Sales Bundle.
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