Monthly Customer Service Audit

Monthly branch customer experience evaluation.

4.7 rating
3K+ users
Banking & Finance

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Fully customizable
Ready to use in minutes
Works on any device
Unlimited team members
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97%
Completion
5K+
Users
60%
Time Saved
96%
Accuracy

About Monthly Customer Service Audit

Monthly Customer Service Audit enables teams to conduct comprehensive branch customer experience evaluation. Digitize your processes, capture evidence, and generate instant reports. Built for organizations who need consistent standards across all locations.

Problems This WorkApp Solves

No Root Cause
Problems recurring without proper analysis
Compliance Risks
Regulatory requirements not consistently met
Paper-Based Records
Manual documentation prone to errors and loss
Accountability Gaps
Unclear ownership of tasks and responsibilities

Key Features

Auto-scoring and grading
Instant PDF reports
Customizable checklists
Automated notifications
Mobile-first design
Offline capability

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9:41
Monthly Customer Service Audit
Audit ยท Monthly
1
Is vault properly secured?
Single Select
2
Are all CCTV cameras operational?
Single Select
3
Number of tellers present
Numeric
4
Cash count matches system?
Single Select
5
Which compliance documents verified?
Multi Select
6
Upload photo of branch entrance
File Upload
7
Average customer wait time (mins)
Numeric
8
Rate customer service quality
Score
9
Branch manager name
Short Answer
10
Security observations
Descriptive
Submit

This is a preview with 10 sample questions

Full WorkApp includes more questions, scoring, photo capture, and analytics

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