Internal Customer Service Toolkit

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Establish that your organization provides Internal Customer Service to all Sales department teams regarding Subscription Advantage sales and opportunities and cross sell and up sell opportunities.

More Uses of the Internal Customer Service Toolkit:

  • Ensure your operation demonstrates the essential skills and knowledge in day to day situations.

  • Manage work with the test development team to review items, tests, and score reports.

  • Confirm your project ensures that the sales check in area is always clean and presentable.

  • Formulate: review internal notifications from the Customer Service team to underpin troubleshooting and/or dispatch a field technicians.

  • Ensure highest possible level of Internal Customer Service and support through effective Project Management.

  • Confirm your organization meets deadlines for completing month end accounting entries as evidenced by completion date.

  • Arrange that your strategy maintains regular attendance and punctuality as evidenced by supervisors observation.

  • Communicate general updates to clients and internal staff highlighting new features and tools.

  • Confirm your organization gives immediate attention to issues involving wire transfer activity and updates management of resolution.

  • Warrant that your organization displays flexibility in adapting to organizational growth and change.

  • Evaluate: respectfully challenges ideas and shares alternate opinions and supports team decisions.

  • Interpret and apply accounting principles and theories in work applications.

  • Evaluate: consistently follow standardized call taking and information gathering process.

  • Oversee: instructional modes make use of innovative Educational Technology.

  • Confirm your design develops systems for tracking deliverables and budgets and evaluating the quality of the services and deliverables provided.

  • Oversee: monitor and maintain fixed asset accounts, schedules, and related transactions.

  • Ensure your design creates and maintains a positive, cohesive environment which fosters teamwork and superior Customer Service.

  • Arrange that your planning knows and meets all of the expectations and requirements of internal and external customers.

  • Warrant that your operation complies;
  • Confirm your organization ensures that check in refreshments are clean, organized and always available.

  • Steer: conduct Quality Assurance testing on new applications and/or new enhancements.

  • Make sure that your organization prepares non complex and complex accounting entries accurately, as evidenced by minimal errors and supervisors review.

  • Ensure your group provides accounting support in the preparation of entries, reports, and other information of a complex and non complex nature for the corporation.

  • Establish that your project enhances Internal Customer Service through the implementation of reporting, Process Improvements, and metrics.

  • Create and manage weekly invoice reports for the Accounting staff.

  • Provide Internal Customer Service to various departments and employees.

  • Confirm your strategy maintains Internal Customer Service system records for designated accounts.

  • Be able and willing to maintain confidentiality and operate at the highest levels of integrity.

  • Manage work with sales and Business Operations and the analytics team to improve Business Intelligence.

  • Make sure that your venture builds good relationships and rapport with partners, supervisors and management.


Save time, empower your teams and effectively upgrade your processes with access to this practical Internal Customer Service Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Internal Customer Service related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Internal Customer Service specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Internal Customer Service Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Internal Customer Service improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Does the goal represent a desired result that can be measured?

  2. Why is this needed?

  3. Which of the recognised risks out of all risks can be most likely transferred?

  4. Is Internal Customer Service dependent on the successful delivery of a current project?

  5. How do you lead with Internal Customer Service in mind?

  6. How do you measure efficient delivery of Internal Customer Service services?

  7. Are there recognized Internal Customer Service problems?

  8. What measurements are possible, practicable and meaningful?

  9. Where do you gather more information?

  10. What is a feasible sequencing of reform initiatives over time?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Internal Customer Service book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Internal Customer Service self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Internal Customer Service Self-Assessment and Scorecard you will develop a clear picture of which Internal Customer Service areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Internal Customer Service Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Internal Customer Service projects with the 62 implementation resources:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Internal Customer Service project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Internal Customer Service project team have enough people to execute the Internal Customer Service project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Internal Customer Service project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Internal Customer Service Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Internal Customer Service project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Internal Customer Service project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Internal Customer Service project with this in-depth Internal Customer Service Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Internal Customer Service projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Internal Customer Service and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Internal Customer Service investments work better.

This Internal Customer Service All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.