CUSTOMER RELATIONS

ANNOUNCEMENTS
Change Of Address
Change Of Business Name
Change Of Business Name (Advertisement)
Increase In Price
Decrease In Price
Promotion
Closure Of Business
New Product
Change Of Policy
New Subsidiary
Change In Administration
Change Of Service
New Salesperson
You Will Be Leaving Firm
You Will Be Leaving Firm To Join Competitor
New Branch/Store
Announcement Of Opening Of Professional Office
 

APOLOGIES
Error On Our Statement
Error On Our Statement: Response To Letter From Customer
Late Delivery
Late Response To Letter
Incorrect Shipment
 

BILLING ERROR
Charged Too Much, Customer Has Not Noticed
Charged Too Much, Customer Complained
Charged Too Little
 

CONGRATULATIONS
Promotion
New Job
Published Quote
Article
New Premises/Office
New Child
New House
New Client
Appointment As Partner
 

CREDIT
Your Credit Card Has Expired
Your Credit Card Transaction Was Declined
Returned Check, Letter #1
Returned Check, Letter #2
Returned Check, Letter #3
Notice To Customer: Require Certified Check Or Cash On Next Order
Notice To Customer: Require Pre-Payment On Next Order
Notice To Customer: Overpayment, Credit Issued
Notice To Customer: Overpayment, Check Enclosed
Notice To Customer: Underpayment, Debit Issued
Notice To Customer: Underpayment, Send Balance
Request To Customer To Submit Credit Application
Request To Customer For Specific Credit Information
Request Reference From Firm For Individual
Request Reference From Firm For Firm
Request Reference From Bank For Individual
Request Reference From Bank For Firm
Customer Credit Approval
Customer Credit Refusal
Customer Credit Refusal: Require Additional References
Response To Request About Credit Refusal
Approval Of Request To Increase Credit Limit
Refusal Of Request To Increase Credit Limit
Notify Customer That Credit Limit Has Been Exceeded
 

HANDLING COMPLAINTS
Billing Error
Rudeness
Damaged Shipment
Incorrect Shipment
Return
Delayed Shipment
Missing Instruction Manual/Documents
Unfairly Treated
Damaged Shipment
Return
Delayed Shipment
Reassure Customer That Problem Will Be Redressed
 

INVITATIONS
Tour Plant
Lunch Meeting
Seminar
Grand Opening
Company Party
Acceptance Of Business Invitation
Decline Business Invitation
Decline Dinner Invitation
Golf Tournament - Humorous
Hear Speaker (No Rsvp Required)
Attend Lecture (No Rsvp Required)
Attend Lecture (Rsvp Required)
 

MEETINGS WITH CUSTOMERS
Request For Meeting With Customer: Following Discussion
Confirmation Of Meeting With Customer
Follow Up To And Thank You For Meeting
Request To Reschedule Meeting
Missed Meeting: Relaxed Tone, Request To Reschedule
Missed Meeting: Moderate Tone, Request To Reschedule
Missed Meeting: Firm Tone
Missed Meeting: Recurring Cancellations
Notify Client That He/She Missed Appointment: Cancellation Fee
Apology For Missing Appointment With Customer: Colleagues Able To Attend
Apology For Missing Appointment With Customer: Colleagues Not Able To Attend
Request For Colleague To Attend Meeting With Customer
Request To Colleague To Attend Meeting With Customer
Thanks To Colleague For Attending Meeting With Customer
Apology To Colleague For Missing Meeting: Request To Delineate Results
 

ORDER PROBLEMS
Discontinued Product
We No Longer Carry That Product
Notify Customer That Order Is Delayed
 

PAYMENT PROBLEMS
Late Payment, Moderate Tone: Letter #1 (Product)
Late Payment, Moderate Tone: Letter #1 (Service)
Late Payment, Moderate Tone: Letter #2 (Repeat Customer)
Late Payment, Moderate Tone: Letter #2 (New Customer)
Late Payment, Moderate Tone: Letter #3
Late Payment, Moderate Tone: Final Notice
Late Payment, Firm Tone: Letter #1
Late Payment, Firm Tone: Letter #2
Late Payment, Firm Tone: Letter #3 (Product)
Late Payment, Firm Tone: Letter #3 (Service)
Late Payment, Firm Tone: Letter #4 (Product)
Late Payment, Firm Tone: Letter #4 (Service)
Final Demand For Payment Before Referring Matter To Attorney
Notice To Guarantor: Payment Demanded
Notice To Endorser: Payment Demanded
Notice To Defaulter: Collateral Demanded
 

POST-SALE CORRESPONDENCE
Sales Follow-Up
Sales Follow-Up: Introduce Similar Products/Services
Sales Follow-Up: Introduce Training Services
Sales Follow-Up: Introduce Service Package
Warranty Is Up, Extension Offered
 

RETURNS
Credit Issued, No Return Fee
Credit Issued, Return Fee Applied
Check Enclosed, Return Fee Applied
Check Enclosed, No Return Fee
Damaged Goods, Credit Issued
Damaged Goods, Replacement Sent
Exchange Issued
 

THANK YOU FOR
Your Customer Referral
Your Customer Referral (With Bonus)
Your Business
Your Interest In Our Products/Services
Your Suggestion
Your Order
Your Prompt Payment: Product
Your Prompt Payment: Service
Your Payment: Notify Customer Of Early Discount
Your Complimenting Our Product/Service
Lunch Meeting
Present
Hospitality Present
Present: Cannot Accept
Visiting Me At Hospital
Flowers While I Was In Hospital
Dropping In
 

MISCELLANEOUS
Request Customer To Fill Questionnaire
Thank You For Filling Questionnaire: Suggestions Considered
Request Hotel To Forward Guest’s Bills
Baseball Tickets Enclosed
Requested Purchase Order Enclosed
Requested Invoice Enclosed
Difference In Postage Credited To You
That Employee Is No Longer With Us
From Healthcare Professional To Patient Stressing Need For Follow-Up Treatment
Payment Policy For Healthcare Professional

If you have suggestions or comments as to what type of forms the ILTA should provide on this page please e-mail forms@lasertag.org and attach a copy of a form if you have one or what you would like to see.