How to Create a Follow-Up After Service for Education & Training
A structured procedure for contacting learners after service program delivery to confirm satisfaction, address any remaining concerns, and strengthen the learner relationship.
Purpose
To demonstrate ongoing care for the learner experience, catch unresolved issues before they become complaints, gather valuable feedback, and create opportunities for continued engagement.
Scope
Applies to all learner interactions that warrant a follow-up, including completed service requests, resolved complaints, delivered courses, and program milestones.
Prerequisites
- Follow-up triggers defined for each service type and interaction category
- Follow-up communication templates prepared and loaded into the system
- CRM configured to flag interactions requiring follow-up
- Staff allocated for follow-up activities with sufficient time in their schedules
Supports compliance with the ESOS framework, CRICOS requirements, ASQA standards, and state education department reporting.
Step-by-Step Procedure
Identify Follow-Up Triggers
Review completed service interactions and identify those that meet the criteria for a post-service follow-up.
- 1.1Check the CRM for recently completed interactions flagged for follow-up
- 1.2Review the follow-up trigger list to confirm which interactions qualify
- 1.3Prioritise follow-ups based on interaction type, learner value, and urgency
Review the Interaction History
Before making the follow-up contact, review the details of the original interaction to prepare for an informed and personalised conversation.
- 2.1Read the interaction notes, resolution details, and any promises made
- 2.2Check for any open items or pending actions related to the interaction
- 2.3Note any specific learner concerns or preferences mentioned during the original interaction
Make the Follow-Up Contact
Reach out to the learner through their preferred channel to check on their satisfaction and address any remaining needs.
- 3.1Contact the learner at an appropriate time using their preferred communication channel
- 3.2Reference the specific interaction and ask whether the outcome met their expectations
- 3.3Listen carefully for any lingering concerns or new needs
- Personalisation is key; referencing the specific details of the interaction shows the learner that you care
Address Any Remaining Issues
If the learner reports any unresolved issues or new concerns during the follow-up, take immediate action to address them.
- 4.1Document the new issue or concern in the CRM
- 4.2Resolve the issue directly if possible or escalate to the appropriate team
- 4.3Confirm with the learner the action being taken and the expected timeline
Collect Feedback
Request a brief satisfaction rating or feedback on the service experience during the follow-up conversation.
- 5.1Ask the learner to rate their overall experience on the defined scale
- 5.2Invite any additional comments or suggestions for improvement
- 5.3Record the feedback in the CRM for reporting and analysis
Document the Follow-Up
Record the follow-up interaction in the CRM with the outcome, any new actions, and the learner feedback.
- 6.1Log the follow-up date, channel, and summary of the conversation
- 6.2Record the learner satisfaction rating and any feedback provided
- 6.3Update the interaction status to follow-up completed
Identify Cross-Selling or Upselling Opportunities
During the follow-up, note any natural opportunities to recommend additional courses or services that could benefit the learner.
- 7.1Based on the learner profile and recent interaction, identify relevant additional offerings
- 7.2If appropriate, mention the offering in a helpful and non-intrusive way
- 7.3Record any interest expressed for follow-up by the sales team
- Recommendations should feel like helpful suggestions, not sales pitches
Report on Follow-Up Effectiveness
Compile reports on follow-up activity and outcomes to measure the impact on learner satisfaction and identify process improvements.
- 8.1Track follow-up completion rates, learner satisfaction scores, and issues discovered
- 8.2Analyse whether follow-ups are correlated with higher retention and satisfaction
- 8.3Present findings and recommendations to the learner service manager
Quality Checkpoints
Common Mistakes to Avoid
Expected Outcomes
Percentage of qualifying interactions that receive a follow-up contact within the defined timeframe.
Average learner satisfaction rating collected during follow-up contacts.
Number of unresolved issues identified through follow-up contacts that would otherwise have gone unnoticed.
Frequently Asked Questions
Should every service interaction receive a follow-up?
Not every interaction requires a follow-up. The follow-up triggers are defined by interaction type, severity, and learner value. Simple enquiries typically do not require follow-up.
What if the learner cannot be reached for follow-up?
If the learner cannot be reached, a second attempt should be made on a different day or through an alternative channel. If still unreachable, send a follow-up email and close the follow-up task.
What channel should be used for follow-up contacts?
The preferred follow-up channel is determined by the learner stated preference. If no preference is on file, phone is generally preferred for complex interactions and email for simple ones.
How soon after service should the follow-up be made?
The standard follow-up window is one to three business days after the service interaction. The exact timing depends on the interaction type and is defined in the follow-up policy.
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