Future of My Business — customer reply review checklist
Free editable template | Version 3 October 2026
Guide: https://futureofmybusiness.com/resources/customer-reply-workflow

APPROVED SCOPE
Question category:
Approved source and review date:
Tool/account approved for this information:
Reviewer:
Excluded questions:
Escalation owner:

BEFORE DRAFTING
[ ] The question is inside the approved scope.
[ ] The source is current and does not contain conflicting instructions.
[ ] The tool is approved for the data being used.
[ ] Unnecessary personal or confidential information has been removed.
[ ] The tool cannot send, change accounts or make commitments on its own.

BEFORE SENDING
[ ] Every fact agrees with the approved source.
[ ] Dates, prices, amounts, stock claims and links are checked.
[ ] The draft contains no unsupported promise.
[ ] The customer's actual question is answered.
[ ] Missing facts are resolved by a person, not guessed.
[ ] Excluded or consequential questions are escalated appropriately.
[ ] The tone is clear, respectful and suited to the situation.
[ ] A person approves the final message through the normal sending process.

LOG THE RESULT
Work minutes:
Review minutes:
Correction minutes:
Quality passed: YES / NO
What changed or required escalation (no unnecessary personal data):

A prompt does not guarantee correctness or protect connected systems.
Clinical, legal, financial and safety-critical matters need appropriate
qualified oversight beyond this general workflow.