| Complaint inbox assessment | Review current email channels, queue volume, categories, ownership, response risks and reporting gaps | Assessment report | Discovery and baseline | Mailbox overview, process notes and stakeholder input |
| Complaint category framework | Issue types, priority levels, sensitivity flags, escalation categories and required data fields | Category matrix | Setup | Common complaint examples and policy rules |
| Response playbook | Tone guidance, acknowledgement language, evidence checks, template structure and exception-handling rules | Documented playbook | Setup and QA | Brand voice, approved claims and customer policies |
| Escalation matrix | Department owners, decision thresholds, risk flags, internal notes and approval paths | Workflow map | Setup | Named owners, service levels and approval authority |
| Template and macro library | Reusable complaint replies for refunds, delivery issues, billing disputes, service failure and follow-ups | Help-desk macros or document library | Production | Policy details and examples of approved language |
| Managed inbox coverage | Email monitoring, categorisation, drafted replies, follow-up tracking and ticket updates | Operational service | Ongoing delivery | System access, permissions and response rules |
| Backlog clean-up plan | Queue segmentation, priority sorting, duplicate detection, status clarification and high-risk issue flagging | Backlog tracker | Stabilisation | Current backlog export and escalation contacts |
| Quality assurance scorecard | Review criteria for accuracy, tone, completeness, policy alignment and escalation handling | QA checklist and review log | Quality control | Approved standards and sample responses |
| Complaint KPI dashboard | First response time, resolution time, backlog age, escalation rate, repeat contact and theme trends | Dashboard or report | Reporting | Data exports, agreed definitions and baseline period |
| Root-cause summary | Recurring customer issues, process bottlenecks, product or fulfilment themes and improvement opportunities | Monthly insight report | Optimisation | Complaint history and operational context |
| Handover and documentation | Workflow instructions, role responsibilities, access notes, escalation rules and training guidance | Handover pack | Transition | Stakeholder review and final approvals |
| Ongoing improvement backlog | Suggested changes to templates, policies, workflows, tags, reporting and customer self-service content | Prioritised action list | Managed service | Client decisions and implementation capacity |