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Refer, transfer and escalate

Bushland Blooms believes that customers should receive the best possible service throughout their contact with the company.

While you are expected to satisfy the customer's enquiries to the best of your ability, sometimes you may not be able to assist the customer directly with their enquiry. In this instance, you should either: bullet point.


Call Referral

You should refer a call to an area outside Bushland Blooms when Bushland Blooms cannot help the customer directly with their enquiry.

There are three steps to follow when referring a call.

1. Explain why you cannot help.

2. Offer assistance.

3. Close the call.


Explain why you cannot help

Photo of a Bushland Blooms agent

Opening quotation mark Thank you for calling. I am unable to assist you with your enquiry about 'Ripper' reticulation. We don't stock that brand here at Bushland Blooms. Closing quotation mark

Offer assistance

You should suggest where the customer might find the answer to their query.

Opening quotation mark If you look in the Yellow Pages, you should find a number of specialist reticulation companies to help you. Closing quotation mark


Close the call

Opening quotation mark Thank you for calling Bushland Blooms. Goodbye. Closing quotation mark

You have assisted the customer as much as you can. The customer will feel satisfied that you have treated their call courteously and offered help. You will have promoted the image of Bushland Blooms, and this may result in more business in the future.

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Call transfer

You should transfer a call when you cannot help the customer directly, but know that another area of Bushland Blooms will be able to assist them.

When transferring a call, there are certain communication pathways that you need to follow within Bushland Blooms. You should familiarise yourself with the company structure which you'll find on the Intranet under Staff.

There are four things that you must do when transferring a call.

1. Explain why you need to transfer.

2. Ask permission to transfer.

3. Introduce the call to the other agent.

4. Close the call.


Explain why you need to transfer

You should always explain to the customer why you need to transfer them to someone else.

Photo of a Bushland Blooms agent

Opening quotation mark I'm sorry, Mrs Roberts. You have come through to the service department. The sales department will be able to help with your enquiry. Closing quotation mark

Ask permission to transfer

Opening quotation mark Would you like me to transfer you to someone in that area who would be able to assist you? Closing quotation mark


Introduce the call to the other agent

Give the name of the customer to the agent, and a brief description of why they are calling.

Opening quotation mark Hi Salvado. It's Maria from the service department. I have Mrs Roberts on the phone who has an enquiry about water features. Closing quotation mark


Close the call

Indicate to the customer that you are putting them through to the right area.

Opening quotation mark Thank you for waiting, Mrs Roberts. I have Salvado on the line who will be able to help you. Just transferring
you now. Closing quotation mark

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Call escalation

You should escalate a call when the customer: , bullet point.


At Bushland Blooms, we have a flow of direction for escalation. You, as the agent, will generally escalate to your team leader.

This flowchart shows the chain of escalation in Bushland Blooms.  The lowest level is agent, followed by team leader, complaints manager and finally centre manager.

Like transferring a call, there are four things that you must do when escalating a call.

1. Explain why you are escalating the call.

2. Ask permission.

3. Introduce the call.

4. Close the call.


Explain why you are escalating the call to someone more senior

Photo of a Bushland Blooms agent

Opening quotation mark I apologise, Mr Abdul. I'm not able to help you with your enquiry. My team leader will be able to help you. Closing quotation mark

Ask permission to transfer

Opening quotation mark Would you like me to transfer you to my team leader, Mr Abdul? Closing quotation mark


Introduce the call to your team leader

Give your team leader the name of the customer, and a brief description of why you are putting them through.

Opening quotation mark Hi Eve, it's Simon. I have Mr Abdul on the phone who would like to discuss the policy on returning damaged goods. Would you be able to answer his enquiry please? Closing quotation mark


Close the call

Lastly, close the call by letting the customer know you are putting them through.

Opening quotation mark Thank you for waiting, Mr Abdul. I have Ms Riley on the line who will be able to help you. Just transferring you through now. Closing quotation mark


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