Enquiry Clerk Templates

Enquiry Clerk Templates

There is a huge number of templates that someone in the Enquiry Clerk role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Enquiry Clerk. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Customer Enquiry Log
2. Customer Complaint Form
3. Product Return Authorization Form
4. Customer Satisfaction Survey
5. Sales Report
6. Customer Database
7. Product Catalogue
8. Order Confirmation Template
9. Customer Feedback Form
10. Monthly Performance Dashboard

Reports

Reports are often prepared by a Enquiry Clerk to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Sales Report
2. Customer Satisfaction Report
3. Call Volume Report
4. Average Handling Time Report
5. First Call Resolution Report
6. Escalation Report
7. Service Level Agreement Compliance Report
8. Customer Complaints Report
9. Productivity Report
10. Training Needs Assessment Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Enquiry Clerk does and how they do it.

1. Customer Enquiry Handling SOP
2. Complaint Resolution SOP
3. Product Information SOP
4. Order Processing SOP
5. Refund and Return SOP
6. Escalation Handling SOP
7. Data Entry SOP
8. Call Handling SOP
9. Email Response SOP
10. Knowledge Base Update SOP

Presentations

Enquiry Clerk presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Report
2. Customer Satisfaction Analysis
3. Service Improvement Plan
4. Training and Development Overview
5. Complaints and Resolutions Summary

Legal Docs

There are several key times when a Enquiry Clerk needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Customer Complaint Form
2. Request for Information Form
3. Non-Disclosure Agreement
4. Consent Form
5. Privacy Policy Agreement

Health & Safety Templates

Health & Safety templates for a Enquiry Clerk ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Enquiry Clerk calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Work Schedule Calendar
2. Customer Appointment Calendar
3. Team Meeting Calendar
4. Training and Development Calendar
5. Public Holidays and Leave Calendar

Invoice Templates

Several types of Enquiry Clerk invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Sales Invoice
2. Service Fee Invoice
3. Product Purchase Invoice
4. Subscription Renewal Invoice
5. Late Payment Reminder Invoice

Survey Templates

For a Enquiry Clerk to get insights related to the work they do, they need to send out Enquiry Clerk surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Service Quality Survey
4. Customer Support Survey
5. Market Research Survey

Meeting Agendas

Having premade Enquiry Clerk meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Weekly Team Meeting
2. Monthly Performance Review Meeting
3. Quarterly Customer Feedback Meeting
4. Annual Training and Development Meeting
5. Ad Hoc Problem-Solving Meeting

Budget Templates

To manage finances well, a Enquiry Clerk would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Savings and Investment Template
4. Debt Repayment Template
5. Financial Goals Template

Dashboards

Dashboards are a useful way for a Enquiry Clerk to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Call Center Performance Dashboard
4. Service Level Agreement (SLA) Compliance Dashboard
5. Customer Complaints Dashboard

Proposal Templates

For bidding or requesting work, a Enquiry Clerk needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Customer Satisfaction Survey Proposal
2. Customer Service Training Proposal
3. Complaint Handling Process Improvement Proposal
4. Customer Feedback Analysis Proposal
5. Service Quality Enhancement Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Enquiry Clerk templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.