Documenting complaints so the next shift can act

Complaints handled well at 8 p.m. fall apart at 8 a.m. when the log says “unhappy about price” and nobody knows what was promised.

Fields worth capturing

  • Time and location (register number, room number, desk)
  • Customer’s stated issue in their words
  • What you offered or explained
  • Whether manager involvement occurred
  • Follow-up needed and by whom

Tone of the note

Write for a colleague who did not hear the conversation. Avoid labels like “difficult.” Describe behavior: “raised voice,” “asked for written confirmation.”

Workshop takeaway

In our complaint handling workshops, pairs practice converting a vague note into an actionable one in under three minutes. Speed matters when the log sits beside a busy desk.

Download is not offered here—clients receive a customized template during engagements. For a workshop date, see complaint handling.