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Workflow
Local Government

Client Escalation for Local Government

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

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

Supports Local Government Act compliance, freedom of information requirements, and public accountability standards.

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
  • Ratepayer account tier information

Outputs

  • Escalation notice filed
  • Executive sponsor notified
  • Ratepayer 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
  • Ratepayer 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 ratepayer to acknowledge the issue and commit to resolution.

Inputs

  • Executive briefing
  • Ratepayer contact details
  • Resolution authority

Outputs

  • Executive-ratepayer 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 ratepayer
  • Quality verification completed
Service Delivery Manager
1-3 days
5

De-Escalation and Review

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

Inputs

  • Resolution confirmation
  • Ratepayer feedback
  • Post-mortem template

Outputs

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

Frequently Asked Questions

What criteria trigger an escalation?

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

Is the ratepayer charged for escalation-related work?

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

How quickly does an executive respond?

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

Ready to implement this workflow in your business?

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