A while back, I wrote about how I kept records of every call with customer-service reps from Sprint. This is because they repeatedly “forgot” and lied about agreements we made.
One of my friends (who wants to remain anonymous) sent over this spreadsheet he uses to do the same thing:
I just started doing the same – keeping a spreadsheet of conversations with customer service reps in general with all that key info. Airlines, financial, and other counterparties we do business with on a recurring basis. Date, time, name of person(s), reason for call, other comments. Like my own little reverse CRM system.
It’s simple and it works. Courtesy of my friend: Track your customer service calls (Excel file)