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Call Flow GuideFern & Feather Home Goods · Two-sided job aid for representativesFictional client
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Fern & Feather Home Goods · Customer Care

Call Flow Guide

Representative quick reference
Keep at your desk · Version 2.1 · October 2026

Every call · six steps

1

Greet

Answer within three rings. Smile; it carries through the phone.

“Thanks for calling Fern & Feather, this is Jordan. How can I help?”

2

Verify

Confirm name, email, and order number before discussing details.

“So I can pull up your order, may I have your order number?”

C · A3

Listen & acknowledge

Let the customer finish. Name the impact, then apologize for the experience.

“I’m sorry. You were counting on that for Saturday.”

R4

Resolve

Choose the matching path below. Offer the best option first, with a date.

“I can ship a replacement today. It arrives Friday.”

E5

Ensure

Summarize next steps and confirm the customer is satisfied.

“Is there anything else I can help with today?”

6

Document

Log the case within 2 minutes: reason code, action, and follow-up date.

Case note: Damaged, replacement shipped, follow-up Fri.

Step 4 · Choose the resolution path

Damaged item

  • Apologize; ask for a photo by email (optional)
  • Ship a free express replacement today
  • No return needed under $150
You can approve

Missing package

  • Check tracking with the customer
  • If 2+ days past delivery, reship or refund
  • Open a carrier claim after the call
You can approve

Wrong item

  • Send a prepaid return label by email
  • Ship the correct item now; don’t wait
  • Customer keeps nothing extra to manage
You can approve

Billing issue

  • Confirm the charge and date
  • Refunds under $100: process now
  • Over $100: escalate to a lead
Lead approval > $100

Words that work

Say this
  • “Let’s get this fixed for you.”
  • “Here’s exactly what happens next.”
  • “You’ll have it by Friday.”
  • “Thank you for telling us.”
Avoid this
  • “That’s not our policy.”
  • “It’s the carrier’s fault.”
  • “Calm down.”
  • “I’ll see what I can do.”

Hold and transfer etiquette

  • Ask first: “May I place you on a brief hold while I check?”
  • Check back every 60 seconds; never leave a customer on hold more than 2 minutes.
  • Warm transfer only: introduce the customer and the issue before connecting.
  • Never transfer a customer more than once. If unsure, escalate to your lead.
Fern & Feather Home Goods is a fictional company created for a Kelsey Renée Creative Studios portfolio demonstration.Side 1 of 2
Side 1 of 2

Fern & Feather Home Goods · Customer Care

Resolution Matrix

What you can offer, and who approves
Use with the call flow on side 1
SituationOffer thisApprovesTimeline to share
Damaged itemFree express replacement; no return under $150RepShips same day if before 3 PM ET
Missing packageReship or full refund once 2 days past deliveryRepReship ships same day; refunds post in 3–5 days
Wrong itemCorrect item now plus prepaid return labelRepLabel emailed within 15 minutes
Late deliveryFree shipping refund; upgrade on next orderRepRefund posts in 3–5 days
Billing error ≤ $100Refund the difference during the callRepRefund posts in 3–5 days
Billing error > $100Escalate with case notesTeam leadLead responds within 1 business day
Product qualityReplacement or refund within 1 yearRepNote the item SKU for quality review
Request to cancelCancel if not yet shipped; else return labelRepConfirm cancellation by email

When to escalate

  • Refunds or credits over $100
  • A customer asks for a manager twice
  • Safety concern with a product
  • Threats, harassment, or legal language

Case note formula

Reason + action + promise + date

“Damaged lamp FF-20481. Express replacement shipped. Promised Friday delivery. Follow up Fri 10/16.”

Service standards

  • Answer within 3 rings
  • Resolve on the first call: goal 85%
  • Case notes within 2 minutes
  • Follow-ups on the promised date

Escalation path

Team leadBilling over $100, repeat contacts · ext. 210
Care supervisorManager requests, complex cases · ext. 220
Product safetyAny safety concern, same day · ext. 290
Fern & Feather Home Goods is a fictional company created for a Kelsey Renée Creative Studios portfolio demonstration. Extensions and policies are fictional.Side 2 of 2
Side 2 of 2