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Workflow
Hospitality & Tourism

Client Escalation for Hospitality & Tourism

Routes urgent or high-severity guest issues to senior leadership for rapid resolution and relationship preservation.

Trigger: Guest issue exceeds frontline resolution capability or severity threshold
Total: 1-5 business days
5 stages
Compliance Note

Includes food safety compliance (HACCP), RSA requirements, liquor licensing documentation, and tourism accreditation record keeping.

Workflow Stages

1

Escalation Trigger

Identify that the issue meets escalation criteria and initiate the escalation protocol.

Inputs

  • Issue details and history
  • Escalation criteria matrix
  • Guest account tier information

Outputs

  • Escalation notice filed
  • Executive sponsor notified
  • Guest informed that issue is being escalated
Customer Success Manager
1-2 hours
2

Situation Briefing

Prepare a comprehensive briefing for the executive team covering issue background, impact, and attempted resolutions.

Inputs

  • Issue timeline and history
  • Previous resolution attempts
  • Guest account value and relationship context

Outputs

  • Executive briefing document
  • Recommended resolution options
  • Risk assessment
Customer Success Manager
2-4 hours
3

Executive Intervention

Senior leadership engages directly with the guest to acknowledge the issue and commit to resolution.

Inputs

  • Executive briefing
  • Guest contact details
  • Resolution authority

Outputs

  • Executive-guest conversation notes
  • Agreed resolution plan
  • Commitment timeline communicated
Vice President of Client Services
1-2 days

Decision Points

  • Is an in-person meeting required?
  • Are concessions or credits needed?
4

Resolution Execution

Execute the agreed resolution plan with priority resource allocation.

Inputs

  • Agreed resolution plan
  • Priority resource allocation
  • Implementation checklist

Outputs

  • Resolution implemented
  • Progress updates sent to guest
  • Quality verification completed
Service Delivery Manager
1-3 days
5

De-Escalation and Review

Confirm the guest is satisfied, formally de-escalate, and conduct a post-mortem to prevent recurrence.

Inputs

  • Resolution confirmation
  • Guest feedback
  • Post-mortem template

Outputs

  • De-escalation confirmation
  • Post-mortem report
  • Process improvement recommendations
Customer Success Manager
1-2 days

Frequently Asked Questions

How quickly does an executive respond?

Executives are expected to make initial contact with the guest within 4 hours of the escalation being raised during business hours.

Is the guest charged for escalation-related work?

No, resolution of escalated issues is provided at no additional cost as part of the company commitment to guest satisfaction.

What criteria trigger an escalation?

Escalations are triggered by service-level breaches, repeated unresolved issues, guest requests for management involvement, or issues impacting the guest business operations.

Ready to implement this workflow in your business?

Our team can implement this workflow into your business operations with custom tools and training.