Checklist

Complaint Handling Checklist

A step-by-step response checklist for support teams — so complaints are handled consistently.

Summary

A well-handled complaint often produces a more loyal customer than one who never complained. Acknowledge, solve, follow up.

Stage 1: Acknowledge

  • Respond within 1 hour during business hours
  • Use customer's name
  • Acknowledge the problem in their words
  • Avoid defensive language ("Actually…", "Per policy…")
  • Commit to next-step timeframe

Stage 2: Understand

  • Ask clarifying questions
  • Get order numbers, screenshots, timestamps
  • Repeat back your understanding
  • Confirm desired outcome

Stage 3: Solve

  • Offer a specific remedy
  • Explain cause in plain language
  • Give realistic resolution timeline
  • Set next checkpoint if not immediate

Stage 4: Follow up

  • Contact customer to confirm satisfaction
  • Ask if anything else
  • Log complaint, cause, resolution

Tone tips

  • Match customer energy
  • Apologise for impact, not just incident
  • Don't blame others to the customer

Escalation

  • Refund over authority limit → owner same day
  • Legal/social media threat → escalate immediately
  • Repeat complainer → manager takes over

Frequently asked questions

Apologise when not at fault?

Apologise for the experience or inconvenience — not for the fault. Doesn't admit liability; de-escalates.

Next step

Keep exploring related resources to strengthen this area of the business.

Use Customer Service SOP Template
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