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Customer Service Review Template

Updated: Feb 2

A template to help you capture the key items when preparing a customer review that outlines performance and services.


Customer Service Review Template
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This downloadable template is designed for IT professionals, managers, and consultants who need to prepare, analyse, or present service review reports. The template aims to standardise the presentation of key performance indicators, achievements, and recommendations.


Service review report example

What is the Purpose of The Customer Service Review Template?

The Service Review Report Template serves as a structured format for summarising and evaluating the performance of IT services over a specified period. It allows for an easy-to-understand report that highlights crucial data and insights.


Where and When to Use this Template?

This template is versatile, ideal for:

  • Monthly, quarterly, or annual IT service reviews

  • Consultants evaluating an IT service

  • Internal audits or quality assurance checks


What's Inside?

The template comprises:

  • Executive Summary: A brief synopsis highlighting key points and recommendations.

  • Performance Overview: Summarises achievements, challenges, and trends.

  • Service Level Agreements & KPIs: A table for measuring performance against set targets.

  • Major Incidents During Period: Records significant incidents, their duration, and status.

  • Releases During Period: Documents updates or changes released during the period.

  • Planned Releases For Forthcoming Period: Lists any upcoming releases.

  • Areas of Improvement and Recommendations: Provides actionable insights and suggestions.

  • Conclusions: Concludes the report with major takeaways.


Additional Information

  • Customisability: The template is highly adaptable to fit various reporting needs and can be modified according to specific metrics or KPIs.

  • Guidance Notes: Includes placeholder text to guide you through the reporting process.


Why Choose Our Template?

  • Comprehensive: Includes all essential sections for a thorough service review.

  • User-Friendly: Designed for ease of use, enabling quick data input and analysis.

  • Time-Efficient: Streamlines the reporting process, saving you valuable time.

  • Professional: Ensures that your report aligns with industry standards and best practices.


Utilise this Service Review Report Template to ensure a meticulous and professional evaluation of your IT services.



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About the author

Hi, I'm Alan, and have been working within the IT sector for over 30 years.

For the last 15 years, I've focused on IT Governance, Information Security, Projects and Service Management across various styles of organisations and markets.

I hold a degree in Information Systems, ITIL Expert certificate, PRINCE2 Practitioner and CISMP (Information Security Management).

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