The VPA customer file – what should it contain?

Customers are not taken care of by you alone, but by all of us: that’s why we share relevant information in the VPA Customer File. What kind of information is this?

• What kind of tasks has the customer assigned? E.g. individual tasks, permanent tasks, seasonal tasks.
• What skills are required to perform the tasks?
• Training documents and login data: where are they stored / link to the task?
• Contacts: when and how did you contact the customer (copy content of chat & mail into file, keep phone calls short)
• Customer is inactive: when does the customer assign new tasks, if known?
• Customer needs to add tasks: When does the customer want to add these tasks? What volume can be expected?
• Info about the customer: Type (e.g. casual customer, young team, etc.), wishes (e.g. I still want my results by e-mail), essentials (e.g. I don’t want to be called), quality before quantity, etc.

Please maintain the customer file regularly so that the entire team is up to date. This way we can ensure a comprehensive customer service, even if you should not be around. It also makes it easier for all of us to work together, because we don’t have to ask you all the time 🙂

Important: The customer file does not serve as a chat, but is intended to clearly record important and factual information. Do you have questions about a customer? Then please contact us in the individual chat.