Free worksheet · InkDrift
Customer Support Handoff Checklist
Give a helper, partner, or part-time support person everything they need before they reply.
How to use it
- Fill the third column with your own real facts — not what you meant to write.
- Mark any row you could not answer without checking something or guessing.
- Keep the finished page where listings, policies, and replies can all point at it.
| # | Item | Your answer |
|---|---|---|
| 1 | Where orders come from | |
| 2 | How to look up an order | |
| 3 | Product facts sheet | |
| 4 | Approved answer wording | |
| 5 | Answers that must not be improvised | |
| 6 | Refund and replacement limits | |
| 7 | Discount or goodwill authority | |
| 8 | When to escalate and to whom | |
| 9 | Tone and signature rules | |
| 10 | What never to promise | |
| 11 | How to log a case | |
| 12 | Where customer data may be stored | |
| 13 | Response time expected | |
| 14 | Escalation contact and hours | |
| 15 | What to do if unsure | |
| 16 | Review date |
What this is. A plain worksheet you fill in yourself. It is not software, not an AI tool, and it does not connect to any platform.
What it is not. No promise of rankings, traffic, sales, or fewer support messages. Nothing here is legal advice.
Made by InkDrift. No sign-up, no email required.