Escalation process build out

Francisco Oller Garcia

Hi, everyone!

My current goal is to create an escalation doc that is based on certain customer risk factors that occur during the onboarding process.

In thinking about the document I believe it should have the following:

• Risk factors/flags
• Impact of that flag being raised
• Mitigation steps to prevent flag from happening
• Escalation steps and timelines for taking them
• Success criteria (determine what indicate issue was resolved)

I have these topics in my mind, but am I struggling on how to structure in an easily readable and actionable way.

Would love any templates or resources I can use.

Darien Aasen

Hey Francisco,

If you are a visual learner/processor then some visual charting tool can be very helpful. Lucidchart, MS Visio, or even using PowerPoint can do a basic flowchart.

MS Word/Excel or Google Doc/Sheets can do tables so each area is a column header and you make a table for each flag.

I'd love to see if anyone has something more structured out there.

Jeff Breunsbach

https://gaingrowretain.com/discussion/comment/10166#Comment_10166

This is such a great one @Darien Aasen