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Customer Complaint Policy : problemView Customer Complaint Policy

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Key Takeaways

  • Ready-to-edit policies: Security, privacy, AUP, and more in practical language.
  • Best template flexibility: Start with a proven Customer Complaint Policy and customize every section as needed.
  • Roles and enforcement: Spell out responsibilities and consequences.
  • Version control: Track revisions and review cadence.
  • Acknowledgment sections: Capture employee/read confirmations.
  • Word-based formatting: Easy to brand and distribute internally.
  • Aligned with training: Supports onboarding and audit readiness.
Customer Complaint Policy

How to write your Customer Complaint Policy

We include this 1 page template with IT/Software/Hardware Contract Pack and the Proposal Kit Professional. You will get more content and software automation for data merging, managing client documents, and creating proposals with line item quoting with a Contract Pack or the Professional.

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The Customer Complaint Policy is a policy for use with your employees and contractors for how to deal with customer complaints. This policy is used to set your standards and rules for dealing with problem customers.
Document Length: 1 Page
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1. Get IT/Software/Hardware Contract Pack or the single template that includes this business contract document.

We include this contract in editable Word format that can be customized using your office software.

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Use cases for this template

Harbor & Hearth turns a broken bakeware complaint into a brand win

The Challenge

When a shipment of stoneware pans arrived cracked, consumer Lena Ortiz called Harbor & Hearth's showroom and reached a floor associate, who followed the policy by respectfully acknowledging her frustration, forwarding the call to Customer Service, and ensuring the complaint was logged with full details and photos so the team could identify whether this was an isolated incident or a wider batch defect.

The Solution

Customer Service discussed authorized remedies, offered an immediate voucher, and escalated the case to procurement to investigate the supplier batch, committing to a 48-hour callback; they also planned a fair resolution path that included a prepaid return label, replacement options, and a short survey to confirm satisfaction and capture suggestions.

The Implementation

Alongside the policy steps, the operations manager used Proposal Kit to assemble supporting documents: an incident trend report drafted with the AI Writer, a supplier corrective-action plan, and a customer recovery proposal with automated line-item quoting that itemized replacements, shipping, and goodwill credits, keeping the contract intact while generating the extra materials needed to execute the response.

The Outcome

Within 36 hours, Lena received an apology call, a replacement confirmation, and her voucher; the logged outcomes helped recognize a pattern tied to one pallet, the supplier implemented repairs to its packaging, and Harbor & Hearth saw higher post-resolution survey scores and lower return rates the next month.

BluePeak Climate Systems salvages a delayed install for a restaurant chain

The Challenge

Northline Foods complained after a rooftop unit install slipped a day, risking spoilage and lost revenue, and the first call hit a dispatcher who routed it to Customer Service, where the team captured a precise account of timelines, labor allocation, and site access issues to determine the root cause.

The Solution

BluePeak followed the contract's procedures to explain next steps, present authorized remedies, and escalate to the field supervisor while committing to a 48-hour follow-up offering an apology and a service credit; they aimed to balance speed with a thorough investigation so operations could prevent repeats.

The Implementation

To support the response, BluePeak used Proposal Kit to assemble a service recovery plan, a brief after-action report drafted via the AI Writer, and a client-facing proposal with line-item quoting that broke out expedited labor, rescheduling costs, and the credit amount, ensuring clarity without altering the underlying policy document.

The Outcome

The supervisor called back within a day, the crew completed the install before dinner service, Northline accepted the credit, and the documented outcomes revealed a scheduling gap that led to updated checklists and a training refresher, improving on-time performance the following quarter.

CloudForge Analytics restores trust after an enterprise login outage

The Challenge

When Raj Patel at MetroVista Finance couldn't access analytics during a market open, he complained via phone; support logged the issue, verified scope across other accounts, and escalated to engineering while setting expectations for a timely callback and documenting every step.

The Solution

The team acknowledged the impact, outlined options they were authorized to offer-priority troubleshooting, a month's credit, and a direct status channel-and committed to fair, transparent updates while the engineers traced an authentication misconfiguration.

The Implementation

In parallel, CloudForge produced supporting documents using Proposal Kit: an incident communication plan assembled from templates, a post-incident review drafted with the AI Writer, and a remediation proposal using line-item quoting to detail monitoring upgrades and training hours, all created to execute around the existing complaint policy without modifying it.

The Outcome

Within 24 hours, Raj received an apology call, access was restored, the credit was applied, and the logged resolution helped CloudForge recognize a trend with a specific deployment pipeline, prompting targeted changes that reduced authentication errors and improved customer satisfaction scores.

Abstract

This document outlines a clear complaint handling process designed to resolve complaints quickly and maintain satisfied customers. It sets expectations for handling complaints across the organization, from front-line staff to Customer Service. The scope covers phone and in-person interactions and emphasizes accountability, transparency, and a consistent process that stakeholders can trust. By acknowledging concerns and grievances with respect, the company shows its commitment to fair outcomes and compliance with internal procedures.

The steps are direct. Suppose a consumer chooses to complain to an employee outside Customer Service, that employee should refer or forward the call to the correct number. Customer Service staff listen, thank the customer for the feedback, and log the complaint using the established form.

They collect all details, identify options they are authorized to implement, and explain the expected resolution timeline. When needed, they escalate the issue to the party that can resolve it, ensuring prompt follow-up. Within 48 hours, the company calls the customer to offer an apology or a voucher for a product or service. Staff ask if the customer is satisfied and record the outcome in the tracking system. This process supports investigating issues, recognizing trends, and monitoring quality over time to enhance continuous improvement.

The policy helps reduce frustration for unhappy customers and other employees by defining who does what, which departments own which steps, and how to deliver a fair resolution. It builds accountability by requiring follow-up and documentation. It also strengthens accessibility by using phone support and a simple form to collect key facts.

Over time, tracking complaints can help identify recurring pain points, focus objectives, and implement practical repairs to products and services. Suggestions and feedback become inputs that improve results and maintain positive relationships with customers, regulators, and internal stakeholders.

Use cases include retail stores addressing damaged goods, service providers correcting scheduling errors, and software firms escalating login failures for investigation and repair. In each case, clear procedures and quick follow-up create better outcomes.

Proposal Kit can help organizations document and manage this process by assembling tailored procedures, pairing them with automated line-item quoting where needed, and using its AI Writer to build supporting documents. Its extensive template library and ease of use make it straightforward to outline roles, steps, and related materials for consistent execution.

Additionally, organizations can strengthen this framework by defining measurable objectives for addressing complaints, such as first-contact resolution targets and timelines for follow-up. Clear service levels help consumers understand what to expect and help managers recognize when extra support or training is needed. Maintaining a concise account of each case in the log, facts, actions, and outcomes, creates visibility across departments and enables periodic reviews to spot systemic issues.

Adopting simple principles like respect, timeliness, and fairness aligns teams and reinforces a culture of accountability. The benefits extend beyond individual cases: efficient resolution reduces churn, protects brand reputation, and feeds continuous improvement of products and services. Proposal Kit can support these efforts by assembling cohesive policy documents, standard operating procedures, and escalation matrices, and by using its AI Writer to write related materials such as call scripts and follow-up templates. Its library and automated line-item quoting help teams package consistent, professional documents that drive reliable execution.

To deepen the process, define standardized severity levels and categories so teams can prioritize high-impact issues and route them to the right departments immediately. Pair this with closure criteria that state when a case can be marked resolved, and require a brief root-cause summary so insights feed back into product, billing, and operations roadmaps. A closed-loop system that includes post-resolution surveys and short follow-up calls helps confirm outcomes, recognize service recovery moments, and maintain a positive relationship even after frustration.

Build accessibility into every step by offering multiple intake channels, plain language, and options for accommodations so more consumers can participate. Include privacy safeguards so the account history used for investigation is limited to what is necessary and appropriate.

Leaders should schedule periodic monitoring reviews to examine trends by category, geography, and product line, then focus corrective actions where they deliver the greatest benefits. Simple scorecards can align objectives across stakeholders without adding complexity. Training refreshers, scenario drills, and coaching for other employees keep skills sharp and reinforce the principles of empathy, timeliness, and accountability.

Proposal Kit can help teams outline these topics in a cohesive package, including intake forms, RACI charts, escalation paths, resolution checklists, and after-action report templates. Its AI Writer can generate consistent language for policy summaries, knowledge-base articles, and customer-facing explanations, while document assembly and the template library make it easier to implement and maintain clear, repeatable procedures across the organization.

Writing the Customer Complaint Policy document - The Narrative

We value our customers and respect their opinions.

In the event that a customer comes to you with a complaint, please do the following:

Listen and respond respectfully

If you are not working in Customer Service, please refer the customer to Customer Service. If the complaint is via phone, give the customer the appropriate Customer Service number, and then offer to forward the call. If you are working in Customer Service, listen and respond respectfully to the customer, whether via phone or in person, and thank the customer for reporting the issue.

Log the complaint into our system via the established form. Make sure you get all the details. Discuss the options you are authorized to offer for fixing the problem. If you cannot resolve the problem immediately, explain to the customer that you will resolve the issue as quickly as possible and get back to them.

Then refer the complaint to the party who can resolve it. Make sure that you or the party to whom you passed the complaint calls the customer in a timely manner (within 48 hours) to offer an apology or a voucher for a free product or service. Ask if the customer is satisfied and record the result in our tracking system.

The complete Customer Complaint Policy - with the actual formatting and layout - is available as a single template or as part of a library of related templates in a Contract Pack or the Professional Bundle.
Customer Complaint Policy

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Frequently Asked Questions

How do I customize this contract to fit my business needs?

Customizing this contract involves editing the document to include your business details, terms, and conditions. The templates are designed to be flexible, allowing you to insert your company's name, address, and other relevant information. You can modify clauses to reflect your unique business practices and legal requirements.

Is this contract compliant with laws and regulations?

The legal contract templates are written by legal professionals and designed to comply with current laws and regulations at the time of their writing. However, laws can vary by jurisdiction and change over time, so it's recommended to have your contract reviewed by a local attorney to ensure it meets all legal requirements specific to your region and industry. Templates are licensed as self-help information and not as legal advice.

Can I use the same contract for different clients or projects?

You can use the same contract for different clients or projects. The templates are versatile and easily adapted for various scenarios. You will need to update specific details such as client names, project descriptions, and any unique terms for each new agreement to ensure that each contract accurately reflects the particulars of the individual client or project.

What should I do if I encounter a clause or term I don't understand?

If you encounter a clause or term in the contract that you need help understanding, you can refer to guidance notes explaining each section's purpose and use. For more complex or unclear terms, it's advisable to consult with a legal professional who can explain the clause and help you determine if any modifications are necessary to suit your specific needs.

How do I ensure that the contract is legally binding and enforceable?

To ensure that the contract is legally binding and enforceable, follow these steps:

  • Complete all relevant sections: Make sure all blanks are filled in with accurate information.
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  • Signatures: Both parties must sign the contract, and it is often recommended that the contract be witnessed or notarized, depending on the legal requirements in your jurisdiction.
  • Consult a legal professional: Before finalizing the contract, have it reviewed by an attorney to ensure it complies with applicable laws and protects your interests.

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Proposal Kit, Inc. makes no warranty and accepts no responsibility for the suitability of any materials to the licensee's business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for the results obtained. The information included is not legal advice. Names in use cases have been fictionalized. Your use of the contract template and any purchased packages constitutes acceptance and understanding of these disclaimers and terms and conditions.