Your CSR team is managing a lot—phones, appointments, messages, and client experience—all at once.

Without a clear system, things can slip through the cracks.

This checklist gives your team a structured way to approach the day so nothing gets missed and everything runs more smoothly.

Inside the checklist:

• Start-of-day routine to set your team up for success
• Morning priorities to stay ahead of confirmations, messages, and refill requests
• Throughout-the-day workflows to manage calls, appointments, and communication
• Client experience tips to ensure every interaction is clear and professional
• Midday reset and end-of-day wrap-up so nothing gets left behind

Plus: practical tips like prioritizing urgent requests and keeping communication centralized to avoid missed messages.