Creating a handoff process so staff can solve routine customer issues without approval

Our staff can solve most routine customer problems, but still wait for approval because nobody knows where their authority ends. That slows customers down and keeps me tethered to the phone. I'm creating a handoff guide with refund limits, examples of acceptable exceptions and a clear escalation route. What information would you include so employees feel trusted rather than fearful of making the wrong call?

  • small-business
  • creating
  • handoff
  • process
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