Cs Sop

Customer Service SOP

Framework

IRON LAW: Tier the Support, Not the Customer

Every customer deserves quality service. But not every issue needs a
senior specialist. Route by ISSUE COMPLEXITY, not by customer "importance."

L1 handles 70-80% of volume (simple, repeatable)
L2 handles 15-20% (requires expertise)
L3 handles 5% (requires engineering or management)

Three-Tier Support Model

| Tier | Handles | Skills Required | Resolution Target |

|------|---------|----------------|------------------|

| L1 (Basic) | FAQ, order status, password reset, simple returns | Script-following, product basics, empathy | < 5 minutes, first-contact resolution |

| L2 (Specialist) | Technical issues, billing disputes, complex returns, product defects | Deep product knowledge, judgment, negotiation | < 24 hours |

| L3 (Expert) | System bugs, legal/compliance, executive escalations, crisis | Engineering, legal, or management involvement | < 72 hours, case-by-case |

Case Categorization

| Category | Examples | Priority | SLA (First Response) |

|----------|---------|----------|---------------------|

| Critical | Service outage, security breach, safety issue | P1 | < 15 minutes |

| High | Payment failure, account locked, order error | P2 | < 1 hour |

| Medium | Product question, feature request, general complaint | P3 | < 4 hours |

| Low | Feedback, suggestion, general inquiry | P4 | < 24 hours |

Complaint Handling: LAST Framework

• Listen: Let the customer express fully without interrupting
• Apologize: Acknowledge their frustration sincerely ("I'm sorry this happened")
• Solve: Offer a concrete solution or next step
• Thank: Thank them for bringing it to your attention

Escalation Rules

| Trigger | Escalate To | Timeline |

|---------|-----------|---------|

| L1 can't resolve in 15 min | L2 | Immediate warm handoff |

| Customer requests supervisor | L2 or Team Lead | Within 5 minutes |

| Issue involves refund > NT$X | L2 (approval authority) | Same interaction |

| Legal threat or media mention | L3 + Legal + PR | Immediate |

| Repeat contact (3+ on same issue) | L2 + investigation | After 3rd contact |

Response Template Structure

[Greeting] Hi {name}, thank you for contacting us.

[Acknowledge] I understand you're experiencing {issue}.

[Action] Here's what I've done / Here's what we'll do:
1. {specific action}
2. {timeline}

[Next steps] {what the customer should expect / do next}

[Close] Is there anything else I can help you with?

Output Format

# Customer Service SOP: {Business}

## Support Tiers
| Tier | Scope | Team Size | Tools |
|------|-------|----------|-------|
| L1 | {scope} | {N people} | {tools} |
| L2 | {scope} | {N} | {tools} |
| L3 | {scope} | {N} | {tools} |

## SLA Targets
| Priority | First Response | Resolution | Escalation |
|----------|--------------|-----------|-----------|
| P1 | {time} | {time} | {to whom} |
| P2 | ... | ... | ... |

## Top 10 Contact Reasons
| # | Reason | Volume % | Resolution | Template? |
|---|--------|---------|-----------|----------|
| 1 | {reason} | {%} | L1/L2 | Y/N |

## Escalation Flowchart
{Decision tree for when to escalate}

## Quality Metrics
| Metric | Target |
|--------|--------|
| First Contact Resolution | > 70% |
| CSAT | > 4.2/5 |
| Avg Response Time | < {X} hours |
| Escalation Rate | < 20% |

Gotchas

• SLAs must be MEASURABLE: "Respond quickly" is not an SLA. "First response within 1 hour for P2 tickets" is. If you can't measure it, you can't manage it.
• Warm handoff > cold transfer: When escalating, the L1 agent should brief L2 before transferring. Forcing the customer to repeat their story destroys satisfaction.
• Empower L1 with resolution authority: If L1 must escalate every refund, 70% of volume goes to L2 unnecessarily. Give L1 authority for refunds under a threshold (e.g., NT$500).
• Templates are starting points, not scripts: Robotic copy-paste responses feel worse than no response. Agents should personalize templates to the specific situation.
• Taiwan CS expectations: Taiwan customers expect fast LINE response (within minutes during business hours), polite and apologetic tone, and willingness to go the extra mile. The bar for "good service" is high.

References

• For CSAT/NPS survey design, see the cs-analytics skill
• For chatbot-human handoff design, see the cs-chatbot-design skill