FREE 14+ Customer Service Evaluation Forms in PDF

Business companies face daily hassles and hectic schedules to maintain their paths to success. However, the people behind these corporate names should not set aside their goal of meeting customer satisfaction and addressing the need for each client. With this, a customer service evaluation form is provided by the company after every transaction regardless if it is a successful one or if there had been issues raised prior to the transaction’s duration.

Blank Customer Service Evaluation

City Customer Service Evaluation Form

Consumer Customer Service Evaluation Form

Customer Experience Performance Evaluation

Customer Satisfaction Survey Evaluation Form

What Is a Customer Service Evaluation Form?

Customer service evaluation forms are used for various reasons and purposes in any business organization such as improving a current product or service as well as securing that the clients were catered with the appropriate services for every transaction. Due to the advancements in technology, these documents along with other survey forms are now available for clients to fill out online or through an application provided by the companies. Nonetheless, the forms should only collect the essential data of the client and matters that relates to the client’s purchases or concerns.

Customer Service Employee Evaluation Form

Customer Service Evaluation Short Form

Customer Service Evaluation Survey Form

Customer Service Representative Evaluation Form

Customer Service Self-Assessment Evaluation

What’s on a Customer Service Evaluation Form?

There are interactive evaluation forms and there are those that are mainly simple when it comes to the appearance and format. However, regardless of the differences, a customer service evaluation form must have the following sections:

Details of the client or customer

The general information of the client should include his name, residential address, as well as his zip code. These pieces of information are significant to ensure that the client’s identification will be appropriately recorded and reported to the company. As there are customer service evaluation for employees and managers, the names or the identifications of the people filling out the form must be stated in this section. Other information to be stated could be the job description and the assigned department of the filer.

Contact details

Most customer evaluations are addressed for resolving issues and unsatisfied services, which is the exact reason why the contact information of the filer must be stated on the form. Ranging from the list of contact numbers which includes home, work, and personal numbers are needed to secure that the customer is prompted whenever there are updates to meeting his concerns. Additionally, the customer information or client can state his email address for dealing with online transactions and easing up the process of delivering notices from the company.

Category and nature of concern

Whether the concern or the reason why a customer is filing an evaluation form is for giving a comment or reporting a customer complaint is highlighted in this section. The subject of the concern is also stated along the category which should be supported by the customer by writing descriptions that include the dates when the transaction was made, type of service received as well as the name of the employee who provided the service.

Indication of resolution

The subject of the concern is also stated along the category which should be supported by the customer by writing a self-evaluation descriptions that include the dates when the transaction was made, type of service received as well as the name of the employee who provided the service. Although it is a known motto that customers are always deemed as the right party to a business conflict, the company should consider legal form regulations and other aspects before proceeding to cater the customer’s needs. This is to assure that the effects of the presented resolution will not be the reason for the downfall of the company and the business itself.

Satisfaction rating

This can either be in a single line wherein a rating scale is stated or a set of statements that is grouped in a table to acquire the detailed rating from the customer. The rating given by the customer or the user of the form is for determining if the user was satisfied by how the company managed their services and dealt with the concerns addressed to them. Additionally, a customer satisfaction survey form is enclosed and included in this section depending on the preferences of the company with regards to collecting inputs from their clients and partners.

Authorization

The statements, ratings, and the personal information of the customer will be subjected to a collection of the company’s reports, which is why the company must integrate an authorization request in the form. The signature of the customer will indicate that he allows the company to use his entries for purposes that are related to his concerns. An authorization from the higher authority of the company such as a supervisor or a manager will also serve as a proof that the concerns were accepted and have been processed legally to attain a resolution.

Customer Service Training Evaluation Form

Customer Shipping Service Evaluation Form

Interactive Customer Service Evaluation Form

Therapist Customer Service Evaluation Form

Wedding Customer Service Evaluation Form

Examples of Customer Service Evaluation Forms

City Customer Service Evaluation Form – Government departments and agencies provide services to the population regularly such as dealing with tax exemptions and constantly receiving job applications for companies who are partnering with them. With a city customer service evaluation form, the government agencies will be able to know if they have provided enough and satisfactory services to their clients. The form acts as a survey document that focuses on rating the quality of the services that the agency provided, the behavior of the staff, the speed of each transaction, and the type of project or service that was requested by the customer to be done by the agency.

Customer Experience Performance Evaluation – This document is identical to a business evaluation form which is targeted for determining if a business enterprise has been meeting the demands of their clients and the laws of the state. Tick boxes are provided on each side of a question that focuses on whether the business enterprise showed consistency in the market, sufficiency with their products, and the accessibility of their location as well as their business hours for the target audience of their company. At the end of the questionnaire form is a score indicator that will specify the meaning of the overall score that the business enterprise was able to achieve throughout the whole evaluation.

Customer Service Self-Assessment Evaluation Form – Employees who are involved in providing customer services on a regular basis will also undergo a self-assessment that will address their characteristics and abilities. The main purpose of requiring a self-assessment evaluation from the service providers is to determine if each employee is aware of his actions and his effects on the customer. There are three sections in this form which includes the employee’s customer focus skills assessment, personal characteristics, and how the employee manages the challenges that he faced to varying customers in the company. Strong to not applicable are the ratings that the employee will need to indicate on each stated on the form.

Customer Service Employee Evaluation Form – Compared to the aforementioned self-assessment evaluation, this form is to be completed by the employee’s manager or supervisor. This will state the employee’s name, his department and position in the company as well as the name of the official who provided his evaluation. Similar to an employee evaluation, the manager will be assessing the employee’s behavior toward providing efficient customer service, the likable qualities of the employee that are useful for his job, and the known goal actions of the employee that he aims to acquire in a specific period as he works in the company as a customer service provider. A feedback from the manager along with his signature will serve as the closing remarks of the form.

Customer Shipping Service Evaluation Form – Shipping companies use this form to gather customer feedback and reactions. The form will mainly have the assigned code number for the customer’s shipments, the address where the products were delivered, and the description of the customer’s problems. Since there are shipments that are in a container, evaluation fees are required to be paid in order to conduct a thorough assessment and conclude a resolution of the issue. Nonetheless, an authorization letter or a signature of approval from the higher member of the shipping company is needed to allow repairs and product estimations.

Interactive Customer Service Evaluation Form – This evaluation form is useful especially for companies who evidently use a computer system for their business transactions and reports. The characteristic of this form, which is beneficial for the customers, is that it allows them to immediately clear all the data that he inputted, print out the document after completing the fields, and email the form to the company in just a single click on each associated button. For the company, the form will serve as a document that is directly connected to their system, which allows them to acquire a report right away and use less space since the file has a lighter size than other formats.

Along with the customer service evaluations, a feedback form for each product of the company can be an effective document to gather more assessments from the customers. Additionally, companies should also mandate the use of evaluation forms for their employees to secure that issues are addressed and regulated from both sides of the parties involved in the concern of the customer.