{"title":"Customer service \u0026 customer processes – Templates","description":"\u003cp\u003eDocument customer cases and the practical workflows of customer relationships. Compare templates for support, complaint registers, customer feedback and B2B customer onboarding, renewals and offboarding.\u003c\/p\u003e\u003cp\u003eSeparate operational follow-up from contracts and customer rights. Choose the product for a consumer or B2B situation; a checklist does not amend a contract or replace legal assessment. Campaign planning and agency agreements are not the main topics here.\u003c\/p\u003e\u003cp\u003eCheck the document language, contents and formats on each product page. Word, PDF and\/or Excel are specified there.\u003c\/p\u003e\u003cp\u003eRelated: \u003ca href=\"\/en\/collections\/forsaljning-agentur-distribution-mallar\"\u003eSales agreements\u003c\/a\u003e · \u003ca href=\"\/en\/collections\/foretagsavtal-mallar\"\u003eBusiness agreements\u003c\/a\u003e · \u003ca href=\"\/en\/pages\/dokumentmallar-kategorier\"\u003eAll template categories\u003c\/a\u003e\u003c\/p\u003e","products":[{"product_id":"reklamationsregister-returhantering-excel-2026-2027","title":"Complaint Register \u0026 Returns Management 2026\/2027 – Customer Service, Excel, Word \u0026 PDF","description":"\u003csection class=\"mb-product-description\" lang=\"en\"\u003e\n\u003cp\u003e\u003cstrong\u003eComplaint Register \u0026amp; Return Management 2026\/2027\u003c\/strong\u003e is a complete, editable template package for Swedish e-commerce businesses, retail stores, and customer service departments looking to document customer cases, complaints, statutory rights of withdrawal, voluntary returns, warranty issues, and refunds in a structured manner. The package combines a well-developed customer service routine with protocols, a Swedish user guide, English working documents, and an Excel workbook with six tabs for follow-up.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003e79 SEK as a one-time purchase.\u003c\/strong\u003e No subscription. The package is an offline-based administrative tool, not a customer portal, e-commerce integration, or automatic payment\/withdrawal function.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#rek-inne\"\u003ePackage contents\u003c\/a\u003e · \u003ca href=\"#rek-excel\"\u003eExcel tools\u003c\/a\u003e · \u003ca href=\"#rek-guide\"\u003eHow to use\u003c\/a\u003e · \u003ca href=\"#rek-lag\"\u003eRegulations 2026\/2027\u003c\/a\u003e · \u003ca href=\"#rek-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#rek-format\"\u003eFormat and delivery\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"background:#EAF5EF;border-left:4px solid #278151;padding:15px 18px;margin:17px 0\"\u003e\n\n\u003cstrong\u003eLegally and\/or technically reviewed: October 9, 2026\u003c\/strong\u003e\u003cp\u003eVersion 1.0 relevant for 2026\/2027. The structure has been cross-checked against the Swedish Consumer Agency's current business guidance, the Consumer Sales Act (2022:260), the Distance Contracts Act (2005:59), and the Swedish Authority for Privacy Protection (IMY) GDPR guidance. No government certification or individual legal advice is included.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"rek-inne\"\u003eIncluded in the complaint package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eWhat is included?\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eComplaint and return routine\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eResponsibilities, classification, receipt, investigation, decision support, feedback, data protection, and final verification.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eComplaint case and decision protocol\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eCase ID, customer and order reference, product details, case type, documentation, decision, execution, and final control.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDetailed user guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eWalkthrough of all Excel sheets, practical examples, common errors, and important legal limitations.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eCustomer Complaint Case Sheet (English)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSupplementary English staff materials for Swedish consumer law. Does not include a full English translation of all main documents.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eComplaint Register – Excel\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSix-tab workbook with overview, cases, measures, returns\/refunds, contact log, and instructions.\u003c\/td\u003e\n\n\u003ctd\u003eExcel XLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of nine files:\u003c\/strong\u003e four DOCX, four searchable A4-PDFs, and one Excel workbook, compiled in a ZIP. Swedish is the product's primary language.\u003c\/p\u003e\n\n\u003ch2\u003eWho is this document template for?\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eE-commerce companies\u003c\/strong\u003e that need to distinguish between complaint claims and rights of withdrawal or voluntary returns. \u003cstrong\u003ePhysical stores\u003c\/strong\u003e that want to follow up on statutory consumer complaints and satisfaction guarantees (open purchase). \u003cstrong\u003eCustomer service teams\u003c\/strong\u003e that need a shared register for tracking responsibilities, communication, decisions, and status. \u003cstrong\u003eSmall business owners\u003c\/strong\u003e who want to work in a structured way without complex case management systems.\u003c\/p\u003e\n\n\u003ch2 id=\"rek-excel\"\u003eExcel: six worksheets with real functions\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eWorksheet\u003c\/th\u003e\n\n\u003cth\u003eContent and function\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOverview\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eDashboard calculating registered\/open cases, complaints, withdrawal cases, internal deadlines, closed cases without final verification, open actions, and actual registered refunds.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eCases\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e160 prepared rows with unique IDs, case type, order reference, contact\/submission dates, product, responsibility, status, and decision basis. Automatic calendar status and separate check signal.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eActions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e160 rows with action ID, case reference, person in charge, internal target date, implementation, and impact assessment.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eReturns\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e160 rows for return type, receipt, inspection, decided refund amount, actual refund, date, and reference.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eContact log\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e180 rows for customer contact, channel, date, case ID, factual notes, and next steps.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eInstructions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eWalkthrough of workflow, legal differences, data protection, and official sources.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003eThe workbook features clearly color-coded headers, dropdown lists, and formulas. The status \u003cem\u003eOverdue\u003c\/em\u003e only indicates that an internal target date has passed. If a case is marked \u003cem\u003eClosed\u003c\/em\u003e without a completed final check, Excel displays \u003cstrong\u003eCHECK MISSING\u003c\/strong\u003e. No formula determines whether a customer's claim is legally valid.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#FFF3D7;border-left:4px solid #D6A434;padding:15px 18px;margin:17px 0\"\u003e\n\n\u003cstrong\u003eImportant regarding the withdrawal function:\u003c\/strong\u003e As of June 19, 2026, there are new provisions in the Distance Contracts Act concerning a specific withdrawal function on websites and apps where such a right applies. \u003cstrong\u003eThis Excel package does not replace that function\u003c\/strong\u003e, and it does not send automatic customer notifications or process refunds.\u003c\/div\u003e\n\n\u003ch2 id=\"rek-guide\"\u003eHow to use the complaint register – step by step\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eEstablish responsibility and data protection:\u003c\/strong\u003e determine who receives, assesses, and closes cases, and where documentation is securely stored.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCreate case ID:\u003c\/strong\u003e register a unique ID used throughout the entire Excel workbook and in the Word protocols.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSelect case type:\u003c\/strong\u003e complaint, statutory right of withdrawal, voluntary return, or warranty. These rules must not be treated as equivalent.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eGather documentation:\u003c\/strong\u003e document the customer's request, purchase, receipt, description of the fault, relevant contact, and actual investigation.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAssess consumer rights manually:\u003c\/strong\u003e check laws, agreements, and circumstances. Note the decision, justification, and responsible party.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDocument measures and returns:\u003c\/strong\u003e register actual processing, receipt, refund, and verification details.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eFollow up:\u003c\/strong\u003e save customer communication and track internal dates without presenting them as mandatory legal deadlines.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eClose and archive:\u003c\/strong\u003e verify implementation, restrict access to information, and follow an established storage\/disposal policy.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2 id=\"rek-lag\"\u003eComplaints and right of withdrawal – what applies in 2026\/2027?\u003c\/h2\u003e\n\n\u003ch3\u003eComplaints according to the Consumer Sales Act\u003c\/h3\u003e\n\n\u003cp\u003eFor purchases from businesses to consumers, the Consumer Sales Act (2022:260) applies to covered purchases. Businesses are primarily responsible for original defects in goods for \u003cstrong\u003eat least three years\u003c\/strong\u003e. A complaint made within \u003cstrong\u003etwo months of the consumer noticing the defect\u003c\/strong\u003e is always considered timely. For faults that appear within the first two years, specific burden of proof rules apply as a general rule. Circumstances and any exceptions must be assessed in each individual case.\u003c\/p\u003e\n\n\u003ch3\u003eRight of withdrawal and new rules 2026\u003c\/h3\u003e\n\n\u003cp\u003eFor applicable distance contracts and off-premises contracts, consumers generally have a 14-day right of withdrawal. When the period begins and which exceptions apply depends on the purchase and the fulfillment of information requirements. From \u003cstrong\u003eJune 19, 2026\u003c\/strong\u003e, the rules also include a specific withdrawal function on websites and in apps for applicable contracts. An email form or this Excel workbook does not automatically satisfy the technical requirement for a withdrawal function.\u003c\/p\u003e\n\n\u003ch3\u003eVoluntary returns and warranty\u003c\/h3\u003e\n\n\u003cp\u003eSatisfaction guarantees (open purchase) and exchange rights are generally voluntary offers. Warranties may provide additional rights but must not limit mandatory consumer protection. Different rules and terms may apply to business-to-business purchases. The templates must therefore not be used to automatically deny a complaint based solely on a calculated date.\u003c\/p\u003e\n\n\u003ch3\u003eGDPR and accounting records\u003c\/h3\u003e\n\n\u003cp\u003ePersonal data in cases and contact logs requires an appropriate legal basis, purpose limitation, secure storage, and disposal. Prefer saving internal customer\/order numbers over unnecessary personal identification numbers (personnummer) or sensitive free-text descriptions. Excel is a follow-up tool – not a complete invoicing or accounting system. Registered refunds are not automatically posted accounting vouchers.\u003c\/p\u003e\n\n\u003ch2\u003eCommon errors to avoid\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eTreating a complaint as a voluntary return.\u003c\/li\u003e\n\n\u003cli\u003eAutomatically rejecting a complaint because a certain Excel date has passed.\u003c\/li\u003e\n\n\u003cli\u003eConfusing warranty with statutory complaint rights.\u003c\/li\u003e\n\n\u003cli\u003eMarking a case closed before the decided action has been verified.\u003c\/li\u003e\n\n\u003cli\u003eRegistering a planned refund as if the money had actually been paid.\u003c\/li\u003e\n\n\u003cli\u003eStoring too much personal data in openly shared spreadsheets.\u003c\/li\u003e\n\n\u003cli\u003eBelieving that the Excel register fulfills the new requirement for a withdrawal function in the web shop.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"rek-faq\"\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is the difference between a complaint and a return?\u003c\/h3\u003e\n\n\u003cp\u003eA complaint implies a claim due to a defect. A voluntary return follows the company's offered return terms. For distance purchases, the consumer may also have a statutory right of withdrawal.\u003c\/p\u003e\n\n\u003ch3\u003eCan I use the register in Shopify?\u003c\/h3\u003e\n\n\u003cp\u003eYes, as a manual, standalone Excel document. The package has no automated Shopify integration or customer portal.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel calculate legal deadlines automatically?\u003c\/h3\u003e\n\n\u003cp\u003eNo. It calculates calendar status for manually set internal target dates, not the right to complain, exercise withdrawal rights, or receive a specific remedy.\u003c\/p\u003e\n\n\u003ch3\u003eCan I track refunds?\u003c\/h3\u003e\n\n\u003cp\u003eYes. There are separate fields for planned and actual refunded amounts as well as dates. An actual payout must, however, be confirmed by the finance department.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel accommodate multiple cases?\u003c\/h3\u003e\n\n\u003cp\u003eYes. The workbook has 160 prepared case rows, 160 actions, 160 returns, and 180 contact entries.\u003c\/p\u003e\n\n\u003ch3\u003eIs an English version included?\u003c\/h3\u003e\n\n\u003cp\u003eYes, a supplementary English staff resource adapted to the Swedish business context. The Swedish main documents and the detailed guide are not fully translated.\u003c\/p\u003e\n\n\u003ch3\u003eCan a PDF be filled out digitally?\u003c\/h3\u003e\n\n\u003cp\u003eThe Word version is editable. The PDF versions are searchable and printable but are not specifically built as interactive AcroForm forms.\u003c\/p\u003e\n\n\u003ch2 id=\"rek-format\"\u003eFormat, price, and digital delivery\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e79 SEK.\u003c\/strong\u003e ZIP containing four Word documents (DOCX), four searchable A4-PDFs, and one Excel workbook (XLSX). The files can be used offline in compatible software. No physical shipping. For automatic delivery after purchase, the ZIP file needs to be linked to the product variant in Shopify Digital Products.\u003c\/p\u003e\n\n\u003ch2\u003eOfficial sources\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.konsumentverket.se\/marknadsratt-foretag\/konsumentkoplagen-for-foretag\/\"\u003eSwedish Consumer Agency – Consumer Sales Act for businesses\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.konsumentverket.se\/marknadsratt-foretag\/informationskrav-vid-distansavtal-regler-for-foretag\/\"\u003eSwedish Consumer Agency – Distance contracts and withdrawal function\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.imy.se\/\"\u003eIMY – GDPR and processing of customer data\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/konsumentkoplag-2022260_sfs-2022-260\/\"\u003eSwedish Parliament – Consumer Sales Act (2022:260)\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2\u003eRelated product\u003c\/h2\u003e\n\n\u003cp\u003eFor technically complex product defects requiring a structured root cause analysis, the \u003ca href=\"\/en\/products\/8d-rapport-rotorsaksanalys-5-varfor-mall-2026-2027\"\u003e8D Report \u0026amp; Root Cause Analysis\u003c\/a\u003e can complement this customer service process.\u003c\/p\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: This package is a general documentation and administrative aid, not an integrated return portal, accounting service, technical withdrawal function, or guarantee of legal compliance. Consumer law, product safety, tax rules, and individual contractual relationships must be assessed separately as needed.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55655171522902,"sku":"REKLAMATION-RETURER-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_reklamationsregister_hero_2027_cf2e0ca6-fdbe-41c0-a10b-e6a51c6c50ac.png?v=1791504428"},{"product_id":"kundnojdhetsundersokning-kundfeedback-csat-excel-2027","title":"Customer Satisfaction Survey \u0026 Customer Feedback 2026\/2027 – CSAT, Net Promoter Score \u0026 Excel | Word\/PDF","description":"\u003csection lang=\"en\" style=\"max-width:940px;color:#183849;line-height:1.8\"\u003e\n\u003ch2\u003eCustomer Satisfaction Survey Template 2026\/2027 – customer feedback, CSAT, recommendation index, and Excel\u003c\/h2\u003e\n\n\u003cp\u003eFind out what customers think with an editable \u003cstrong\u003ecustomer satisfaction survey in Word, PDF, and Excel\u003c\/strong\u003e. This complete template package provides your company with ready-made customer surveys, an invitation with a reminder, a form for feedback and improvement work, as well as a management report that follows up on both customer satisfaction and concrete actions.\u003c\/p\u003e\n\n\u003cp\u003eWith the included \u003cstrong\u003eExcel register for customer feedback\u003c\/strong\u003e, you can compile responses according to three clearly separated scales: customer satisfaction (CSAT), recommendation index on a scale of 0–10, and the customer's perceived ease (CES). Excel includes a dashboard with eight key performance indicators, status fields, and registers for surveys, cases, and follow-ups.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eDigital delivery:\u003c\/strong\u003e 15 files in a ZIP package – seven editable DOCX, seven searchable PDF, and one XLSX workbook with nine tabs. Five main Swedish templates, a Swedish user guide, and a separate English User Guide.\u003c\/p\u003e\n\n\u003cp\u003eThe material is developed for small businesses, customer service, e-commerce, consultants, and organizations that want to work in a structured manner with customer experience. It contains no real customer data, sample customers, or allegedly statistically representative results.\u003c\/p\u003e\n\n\u003cnav aria-label=\"Customer satisfaction product content\" style=\"padding:14px 17px;background:#eaf4f5;border-radius:9px;margin:20px 0\"\u003e\u003ca href=\"#mb-fb-box1\"\u003ePackage content\u003c\/a\u003e · \u003ca href=\"#mb-fb-box2\"\u003eWhat the files contain\u003c\/a\u003e · \u003ca href=\"#mb-fb-excel\"\u003eExcel\u003c\/a\u003e · \u003ca href=\"#mb-fb-guide\"\u003eHow to do it\u003c\/a\u003e · \u003ca href=\"#mb-fb-law\"\u003eData protection\u003c\/a\u003e · \u003ca href=\"#mb-fb-faq\"\u003eFAQ\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv id=\"mb-fb-box1\" style=\"border:1px solid #bedadd;border-left:5px solid #117e87;border-radius:13px;background:#e8f4f5;padding:21px 23px;margin:22px 0\"\u003e\n\n\u003ch2 style=\"font-size:1.34em;margin-top:0\"\u003e01. Package content\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e7 Word files (DOCX):\u003c\/strong\u003e five Swedish document templates for surveying and follow-up, a Swedish guide, and an English User Guide.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e7 searchable PDF files:\u003c\/strong\u003e the same documents for printing and reference.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e1 Excel register (XLSX):\u003c\/strong\u003e nine work tabs for questions, answers, actions, mailings, segments, and data protection.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eTotal of 15 files and 8 unique documents or tools\u003c\/strong\u003e in a digital ZIP delivery without shipping.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003eThe main documents have a consistent design with headings, fill-in fields, and two specially framed information boxes showing the purpose and control before use. The supporting texts can be removed before sending to the customer.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv id=\"mb-fb-box2\" style=\"border:1px solid #ccdee2;background:#fff;border-radius:13px;padding:21px 23px;margin:22px 0\"\u003e\n\n\u003ch2 style=\"font-size:1.34em;margin-top:0\"\u003e02. What the files contain – document by document\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"border-collapse:collapse;width:100%;font-size:.94em\"\u003e\n\n\u003cthead\u003e\u003ctr style=\"background:#17374a;color:#fff\"\u003e\n\n\u003cth style=\"padding:11px;text-align:left\"\u003eDocument\u003c\/th\u003e\n\n\u003cth style=\"padding:11px;text-align:left\"\u003eFunction\u003c\/th\u003e\n\n\u003cth style=\"padding:11px;text-align:left\"\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003e\u003cstrong\u003e01. Customer satisfaction survey (CSAT)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003eQuestions about experience and delivery with a satisfaction scale of 1–5 and the option for voluntary feedback.\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003e\u003cstrong\u003e02. Recommendation survey (0–10)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003eRecommendation question with calculation rules for promoters (9–10), passives (7–8), and detractors (0–6).\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003e\u003cstrong\u003e03. Customer feedback \u0026amp; action plan\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003eRegister improvement suggestions, discrepancies, responsible person, deadline, and verified closure.\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003e\u003cstrong\u003e04. Survey invitation \u0026amp; reminder\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003eTwo neutral message templates for voluntary participation and respectful follow-up.\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003e\u003cstrong\u003e05. Customer insight report \u0026amp; decisions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003eReport measurement period, sample, response rate, CSAT, recommendation index, and decided actions.\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003e\u003cstrong\u003e06. Swedish user guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003eStep-by-step, method limitations, quality controls, GDPR, and instructions for Excel.\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003e\u003cstrong\u003e07. English User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003eEnglish guide to the main Swedish templates. No separate English main templates are included.\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003e\u003cstrong\u003e08. Excel register with nine tabs\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px\"\u003eOverview, Surveys, Responses, Cases, Actions, Mailings, Segments, Data protection, and Read me.\u003c\/td\u003e\n\n\u003ctd style=\"border-bottom:1px solid #d8e5e7;padding:10px;white-space:nowrap\"\u003eExcel\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003cp\u003e\u003cstrong\u003eLanguage:\u003c\/strong\u003e Five main templates in Swedish. The English User Guide provides instructions in English but does not mean that the main templates are available in an English translation.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"mb-fb-excel\"\u003eExcel customer satisfaction – dashboard and nine tabs\u003c\/h2\u003e\n\n\u003cp\u003eThe Excel file contains the tabs \u003cstrong\u003eOverview, Surveys, Responses, Cases, Actions, Mailings, Segments, Data protection, and Read me\u003c\/strong\u003e. You can register different surveys via survey ID, enter numerical responses, and document feedback and subsequent improvement measures.\u003c\/p\u003e\n\n\u003cp\u003eThe overview compiles \u003cstrong\u003eeight indicators\u003c\/strong\u003e: valid recommendation responses, recommendation index, CSAT, average CES, open feedback cases, unfinished actions, registered surveys, and planned mailings. Empty registers show zero as a technical initial value – which \u003cstrong\u003edoes not\u003c\/strong\u003e mean that customer satisfaction has been measured at 0 percent.\u003c\/p\u003e\n\n\u003ch3\u003eHow do the calculations work?\u003c\/h3\u003e\n\n\u003cp\u003e\u003cstrong\u003eCSAT – customer satisfaction:\u003c\/strong\u003e Percentage of responses of 4 or 5 out of all valid responses to a five-point question, expressed as a percentage.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eRecommendation index (NPS method):\u003c\/strong\u003e The proportion of recommending responses 9–10 minus the proportion of critical responses 0–6 among all valid 0–10 responses. Responses 7–8 are included in the number of responses but do not contribute positively or negatively. The index can be between −100 and +100 and is a \u003cem\u003escore, not a percentage\u003c\/em\u003e.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eCES – customer effort:\u003c\/strong\u003e Average on a scale of 1–7 where the template explicitly defines 1 as very difficult and 7 as very easy. Only compare results when the question phrasing and scale direction are the same.\u003c\/p\u003e\n\n\u003cp\u003eThe formulas have been tested with temporary data: three responses, recommendation index 0, CSAT 66.7 percent, and CES 5.33. The test data is \u003cstrong\u003enot saved in the delivery file\u003c\/strong\u003e. Automatic calculations do not provide a guarantee of statistical representativeness or that all entered responses are truthful.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-fb-guide\"\u003eHow to conduct a customer satisfaction survey – 10 steps\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetermine the purpose:\u003c\/strong\u003e do you want to track delivery quality, customer interaction, service experience, or specific improvement work?\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDefine the target group\u003c\/strong\u003e and the period the survey covers. Document which customers are being asked and how the selection is made.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eChoose questions:\u003c\/strong\u003e a satisfaction question 1–5, recommendation question 0–10, or ease-of-use question 1–7; only combine when relevant.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAssess data protection:\u003c\/strong\u003e check the legal basis, what data is needed, duty to inform, and deletion\/disposal.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCheck the communication channel:\u003c\/strong\u003e mailings must not constitute hidden marketing or be sent without assessing rules for the method.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSend a neutral invitation\u003c\/strong\u003e that shows who is asking, the purpose, the time to respond, and where privacy information can be found.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegister responses in Excel\u003c\/strong\u003e with survey ID and without unnecessary names, personal identification numbers, or sensitive free-text data.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eInterpret results with caution:\u003c\/strong\u003e report number of responses, response rate, sample, measurement period, and possible biases.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCreate actions\u003c\/strong\u003e for recurring problems, with a responsible person or function, deadline, and exit criteria.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eFollow up in the next period\u003c\/strong\u003e and test whether the improvements have led to a better customer experience.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\n\u003ch2 id=\"mb-fb-law\"\u003eGDPR and customer feedback – what does the company need to consider?\u003c\/h2\u003e\n\n\u003cp\u003eA customer satisfaction survey may involve \u003cstrong\u003eprocessing personal data\u003c\/strong\u003e even if the questionnaire lacks name fields. Customer ID, email address, unique links, free-text responses, and exact timestamps can sometimes make a person identifiable. Pseudonymized data can still be personal data.\u003c\/p\u003e\n\n\u003ch3\u003eLegal basis and information\u003c\/h3\u003e\n\n\u003cp\u003eAccording to the Swedish Authority for Privacy Protection (IMY), the processing must have a legal basis determined before the data is collected. Having a purchase agreement with a customer does not automatically grant the right to process customer data for every individual customer survey. Consent is one possible basis but is not always appropriate or necessary; a documented balancing of interests may be applicable under certain circumstances. Clearly inform about the purpose, legal basis, recipients, and storage period.\u003c\/p\u003e\n\n\u003ch3\u003eData minimization and storage period\u003c\/h3\u003e\n\n\u003cp\u003eOnly collect data that is necessary for a concrete purpose. Avoid personal identification numbers and sensitive data in open comment fields. Once the purpose has ceased, identifiable data should normally be deleted or anonymized, unless another legal basis or obligation justifies retention.\u003c\/p\u003e\n\n\u003ch3\u003eDifference between feedback and complaints\u003c\/h3\u003e\n\n\u003cp\u003eA voluntary survey does not replace the consumer's right to complain or the company's obligation to handle actual contract or delivery errors. Separate feedback cases from formal complaints and marketing campaigns. An invitation to the survey may not automatically be treated as permission to send advertisements.\u003c\/p\u003e\n\n\u003ch3\u003eLimitations of the NPS method\u003c\/h3\u003e\n\n\u003cp\u003eThe recommendation index uses an established method described by Bain \u0026amp; Company. NPS and related terms are associated with trademark rights. This is a standalone and independently developed document template and is \u003cstrong\u003enot certified, sponsored, or licensed\u003c\/strong\u003e by Bain, Satmetrix, or the rights holders of the method. An index alone does not prove profitability, customer loyalty, or the cause of a change.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#fff4e8;border:1px solid #ead4b5;border-left:5px solid #b78137;border-radius:10px;padding:17px 20px;margin:21px 0\"\u003e\n\n\u003cstrong\u003eImportant limitation\u003c\/strong\u003e\u003cp style=\"margin:7px 0 0\"\u003eThe product consists of general document and Excel templates. It does not constitute an external statistical survey, legal assessment of personal data, certified research method, or guarantee for GDPR compliance. Source review October 18, 2026. The document version 2026\/2027 does not mean that future legislation has already been checked.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eRelated templates on Mallbutiken.se\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/reklamationsregister-returhantering-excel-2026-2027\"\u003eComplaint Register \u0026amp; Return Handling\u003c\/a\u003e – for more formal customer service, complaint cases, and return processes.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/reklamationsbrev-vara-tjanst-konsument-2027\"\u003eComplaint Letter for goods and services\u003c\/a\u003e – when a customer problem involves a concrete claim or complaint.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/integritetspolicy-cookiepolicy-mallpaket-gdpr-cookies\"\u003ePrivacy Policy \u0026amp; Cookie Policy\u003c\/a\u003e – for privacy information and the website's personal data routines.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/gdpr-registerutdrag-registrerades-rattigheter-mallpaket-2026\"\u003eGDPR register extract \u0026amp; data subject rights\u003c\/a\u003e – for data subject rights cases.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"mb-fb-faq\"\u003eFrequently asked questions about customer satisfaction surveys\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is a customer satisfaction survey?\u003c\/h3\u003e\n\n\u003cp\u003eA survey where customers provide structured feedback about an experience, delivery, good, or service. The results are used to identify strengths and areas for improvement.\u003c\/p\u003e\n\n\u003ch3\u003eIs a customer survey included in Word?\u003c\/h3\u003e\n\n\u003cp\u003eYes. You receive a CSAT survey and a specific recommendation survey, both of which can be edited in Word and used as searchable PDF documents.\u003c\/p\u003e\n\n\u003ch3\u003eWhat does CSAT mean?\u003c\/h3\u003e\n\n\u003cp\u003eHere, CSAT measures the proportion of satisfied responses (4–5) to a five-point question. The calculation is based on valid responses and shows a percentage.\u003c\/p\u003e\n\n\u003ch3\u003eHow does Excel calculate the recommendation index?\u003c\/h3\u003e\n\n\u003cp\u003eAs the proportion of responses 9–10 minus the proportion of responses 0–6 among all valid 0–10 responses, multiplied by 100. The result is expressed as points between −100 and +100.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel show how easy customers find a case?\u003c\/h3\u003e\n\n\u003cp\u003eYes. A CES column uses a scale of 1–7 and compiles average ease according to the template's defined direction.\u003c\/p\u003e\n\n\u003ch3\u003eIs Excel pre-filled with fictional customers?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The register is empty upon delivery and contains no real or made-up customer responses. The dashboard's zero values are just a technical starting state.\u003c\/p\u003e\n\n\u003ch3\u003eCan I send the survey without specific GDPR checks?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Assess legal basis, data minimization, duty to inform, mailing channel, and storage period for your business before sending.\u003c\/p\u003e\n\n\u003ch3\u003eAre English surveys included?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The five main templates are in Swedish. The package contains a Swedish guide and an English user guide.\u003c\/p\u003e\n\n\u003ch3\u003eCan I use the results as statistically certain conclusions?\u003c\/h3\u003e\n\n\u003cp\u003eNot automatically. Representativeness and certainty depend on sampling method, number of responses, non-response, how the questions were asked, and other circumstances.\u003c\/p\u003e\n\n\u003ch2\u003eMethod sources and data protection\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/rattslig-grund\/\" target=\"_blank\" rel=\"noopener\"\u003eIMY – legal basis\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/grundlaggande-principer\" target=\"_blank\" rel=\"noopener\"\u003eIMY – fundamental principles under GDPR\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.netpromotersystem.com\/about\/measuring-your-net-promoter-score\/\" target=\"_blank\" rel=\"noopener\"\u003eBain – measuring Net Promoter Score\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003csmall\u003eSvenska Dokumentmallar · Version 1.0 – 2026\/2027 · Source check 2026-10-18 · DOCX, searchable PDF and XLSX · 15 files in ZIP.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55838255710550,"sku":"KUNDNOJDHET-FEEDBACK-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/kundnojdhetsundersokning-feedback-2027-hero_19adb2ee-cbd3-4038-8150-b34370fede0a.png?v=1792310754"},{"product_id":"kundsupport-arendehantering-register-eskalering-excel","title":"Customer Support \u0026 Case Management – Case Log, Escalation and Excel | Word\/PDF","description":"\u003ch2\u003eCustomer Support \u0026amp; Case Management – Business Templates\u003c\/h2\u003e\n\u003cp\u003eCreate a traceable workflow for support requests, fault reports, and internal cases. The package includes five Swedish workflow templates, one Swedish and one English user guide, and an Excel-based case register. Delivered digitally in \u003cstrong\u003eWord (DOCX), searchable PDF, and Excel (XLSX)\u003c\/strong\u003e for businesses in Sweden.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eImportant limitation:\u003c\/strong\u003e The templates are administrative aids. They do not determine the customer's statutory right of complaint, damages, warranty terms, or legal deadlines, and do not replace a full customer service system.\u003c\/p\u003e\n\u003ch2\u003eWhen is the package suitable?\u003c\/h2\u003e\n\u003cp\u003eFor small and medium-sized businesses, support teams, customer service managers, and operations managers who need to consolidate cases with unique IDs, assign responsibility, document verified actions, escalate issues, and follow up on results without losing the customer's message or separate complaint.\u003c\/p\u003e\n\u003cdiv style=\"border:2px solid #2766a0;border-radius:8px;padding:16px;background:#eff6fc;margin:20px 0\"\u003e\n\n\u003ch3 style=\"margin-top:0\"\u003e01. Package Contents\u003c\/h3\u003e\n\n\u003cp\u003e\u003cstrong\u003e7 different documents\u003c\/strong\u003e – five Swedish workflow templates, a Swedish user guide, and an English User Guide. Each document is available in editable Word and searchable, printable PDF. It also includes an Excel workbook with 9 tabs. \u003cstrong\u003eTotal of 15 customer files.\u003c\/strong\u003e\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003cdiv style=\"border:2px solid #2766a0;border-radius:8px;padding:16px;background:#eff6fc;margin:20px 0\"\u003e\n\n\u003ch3 style=\"margin-top:0\"\u003e02. What the Files Contain\u003c\/h3\u003e\n\n\u003cp\u003eIntake and classification template, case management log, escalation protocol, customer notification, improvement and service report, two guides, and a registration tool for cases, incidents, escalations, communication, decisions, and data protection.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003ch2\u003eFile-by-File: Document, Function, and Format\u003c\/h2\u003e\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eFile\u003c\/th\u003e\n\n\u003cth\u003eFunction\u003c\/th\u003e\n\n\u003cth\u003eLanguage\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eCase Intake and Classification\u003c\/td\u003e\n\n\u003ctd\u003eIntake details, case type, and internal priority\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eCase Management Log and Action Log\u003c\/td\u003e\n\n\u003ctd\u003eFacts, checks, completed actions, and separate verification\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eEscalation and Handover\u003c\/td\u003e\n\n\u003ctd\u003eHandover decision, recipient acceptance, and follow-up\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eCustomer Notification and Closure Confirmation\u003c\/td\u003e\n\n\u003ctd\u003eIntake confirmation, status update, and fact-checked closure\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eService Follow-up and Improvement\u003c\/td\u003e\n\n\u003ctd\u003eMonthly\/weekly report, indicators, action points\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eSwedish User Guide\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step, scope, scenarios, and sources\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eEnglish User Guide\u003c\/td\u003e\n\n\u003ctd\u003eGuidance for using the Swedish documents\u003c\/td\u003e\n\n\u003ctd\u003eEnglish\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eExcel – Case Register\u003c\/td\u003e\n\n\u003ctd\u003e9 tabs, status options, count, and case age in calendar days\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\u003ch2\u003eThe Excel Tool with 9 Tabs\u003c\/h2\u003e\n\u003cp\u003eThe workbook includes \u003cstrong\u003eOverview, Cases, Incidents, Escalation, Communication, Decisions, Actions, Data Protection, and Read Me\u003c\/strong\u003e. Dropdown menus facilitate consistent classification and status tracking. The dashboard counts registered, ongoing, escalated, and internally closed cases. The case's calendar age can be calculated from the entered intake date.\u003c\/p\u003e\n\u003cp\u003eExcel does \u003cstrong\u003enot\u003c\/strong\u003e determine whether the customer is entitled to compensation, whether an internal SLA has been breached, or whether a statutory deadline has passed. It does not automatically show which support actions actually succeeded. The workbook is prepared for 160 case rows; tables and summary ranges need to be expanded for larger volumes.\u003c\/p\u003e\n\u003ch2\u003ePractical Workflow\u003c\/h2\u003e\n\u003col\u003e\n\n\u003cli\u003eRecord the case ID, channel, customer reference, and a factual case description.\u003c\/li\u003e\n\n\u003cli\u003eSelect the internal case type and priority. Distinguish regular support from complaints and security incidents.\u003c\/li\u003e\n\n\u003cli\u003eDocument checks and actions that have actually been completed.\u003c\/li\u003e\n\n\u003cli\u003eIf necessary: escalate to the responsible function and verify that the handover has been accepted.\u003c\/li\u003e\n\n\u003cli\u003eProvide an accurate customer notification without promising more than has been decided and verified.\u003c\/li\u003e\n\n\u003cli\u003eFollow up on results and improvement actions in Excel and the report templates.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\u003ch2\u003eLegal Scope and Personal Data\u003c\/h2\u003e\n\u003cp\u003eA support case with the status \u003cem\u003eClosed\u003c\/em\u003e does not automatically mean that the customer's complaint, warranty claim, or dispute has been finally resolved. A specific complaint assessment may be required under applicable consumer law or agreement. The Swedish Consumer Agency's guidance describes how consumers can complain about defective goods.\u003c\/p\u003e\n\u003cp\u003eSupport cases may contain personal data. The Swedish Authority for Privacy Protection (IMY) describes, among other things, the obligation to limit personal data to what is necessary and not to store it longer than necessary. Therefore, use pseudonymized customer references and store sensitive material in an authorization-controlled system; do not put personal identity numbers or passwords in the open register.\u003c\/p\u003e\n\u003ch2\u003eFrequently Asked Questions\u003c\/h2\u003e\n\u003ch3\u003eCan the package be used without a CRM system?\u003c\/h3\u003e\u003cp\u003eYes. It consists of standalone Word, PDF, and Excel files for manual, scoped handling. It is not a system with automatic incoming cases or notifications.\u003c\/p\u003e\n\u003ch3\u003eIs a closed support case the same as a closed complaint case?\u003c\/h3\u003e\u003cp\u003eNo. An internal support status does not change the consumer's statutory rights and does not mean that a complaint claim has been examined.\u003c\/p\u003e\n\u003ch3\u003eDoes Excel automatically calculate statutory response times?\u003c\/h3\u003e\u003cp\u003eNo. Calendar age and the number of cases are operational indicators. Statutory deadlines, any contractual terms, and the customer's rights must be checked separately.\u003c\/p\u003e\n\u003ch3\u003eAre the main templates in English?\u003c\/h3\u003e\u003cp\u003eNo. The five operational templates are in Swedish. The English User Guide explains the workflow but does not translate the main templates or adapt them to foreign law.\u003c\/p\u003e\n\u003ch3\u003eCan sensitive customer data be placed in the workbook?\u003c\/h3\u003e\u003cp\u003eNot without a special assessment and appropriate safeguards. The register is intended for internal case IDs, roles, and secure references, not for passwords, personal identity numbers, or long customer conversations.\u003c\/p\u003e\n\u003ch2\u003eRelated Documents and Official Sources\u003c\/h2\u003e\n\u003cp\u003eFor the specific complaint process, there is also the store's \u003ca href=\"\/en\/products\/reklamationsregister-returhantering-excel-2026-2027\"\u003eComplaint Register \u0026amp; Return Management\u003c\/a\u003e, which has a different purpose than general support management.\u003c\/p\u003e\n\u003cp\u003eSources: \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/grundlaggande-principer\"\u003eIMY – Basic Principles under GDPR\u003c\/a\u003e and \u003ca href=\"https:\/\/www.konsumentverket.se\/konsumentratt-process\/reklamera-vara\/\"\u003eSwedish Consumer Agency – Complain about defective goods\u003c\/a\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003csmall\u003eVersion 1.0, dated October 29, 2026. AI-assisted review of the specified official guidance on October 29, 2026. No external legal review documented. The PDF files are searchable and printable, not described as fillable forms.\u003c\/small\u003e\u003c\/p\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56392576139606,"sku":"KUNDSUPPORT-ARENDE-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/kundsupport-arendehantering-huvudbild.png?v=1793291405"},{"product_id":"kundonboarding-uppstartsplan-b2b-kundbrief-milstolpar-och-excel-word-pdf","title":"Customer Onboarding \u0026 B2B Implementation Plan – Customer Brief, Milestones and Excel | Word\/PDF","description":"\u003ch2\u003eCustomer Onboarding and Implementation Plan for B2B Services\u003c\/h2\u003e\u003cp\u003eOnboard new business customers with clearly defined scope, responsibilities, decisions, and traceable follow-up. This document package helps Swedish service companies organize the customer onboarding process, from referencing the agreement and completing the implementation brief to holding the implementation meeting, ensuring secure information exchange, and obtaining operational start confirmation. \u003cstrong\u003eYou receive 7 editable Word documents, 7 corresponding searchable PDF files, and an Excel workbook with 9 tabs.\u003c\/strong\u003e All 15 files are delivered digitally as a ZIP file.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eImportant boundary:\u003c\/strong\u003e These are administrative and operational templates. They do not constitute a new service agreement, do not change existing contractual terms, and do not automatically imply formal delivery acceptance, legal processing of personal data, or granted system access.\u003c\/p\u003e\u003ch2\u003eWhen is this package suitable?\u003c\/h2\u003e\u003cp\u003eFor consultants, accounting firms, IT service companies, administrative service providers, and other B2B businesses that want to plan and control new customer onboardings with project IDs, responsibilities, milestones, required customer documentation, communication channels, and follow-up points. The package complements an existing agreement and focuses on \u003cem\u003eonboarding before the ongoing service delivery\u003c\/em\u003e, not on the final handover of the project.\u003c\/p\u003e\u003cdiv style=\"border:2px solid #245f9c;border-radius:9px;background:#f1f6fc;padding:16px;margin:20px 0\"\u003e\n\n\u003ch3 style=\"margin-top:0\"\u003e01. Package Contents\u003c\/h3\u003e\n\n\u003cp\u003e\u003cstrong\u003e7 documents\u003c\/strong\u003e: five Swedish working templates, one Swedish user guide, and one English User Guide. All documents are provided in Word (DOCX) and corresponding searchable, printable PDF format (14 files). The package also includes \u003cstrong\u003eExcel with 9 tabs\u003c\/strong\u003e. A total of \u003cstrong\u003e15 files\u003c\/strong\u003e in a ZIP package.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\u003cdiv style=\"border:2px solid #245f9c;border-radius:9px;background:#f1f6fc;padding:16px;margin:20px 0\"\u003e\n\n\u003ch3 style=\"margin-top:0\"\u003e02. What the Files Contain\u003c\/h3\u003e\n\n\u003cp\u003eImplementation brief with goals and scope; milestone and responsibility matrix; implementation meeting minutes; request for minimized documentation and authorization check; operational start confirmation with blockers; Swedish and English instructions; and an Excel register for customer onboardings, milestones, documentation, system access, decisions, risks, and actions.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\u003ch2\u003eAll Files and Their Use\u003c\/h2\u003e\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eUse\u003c\/th\u003e\n\n\u003cth\u003eLanguage\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eCustomer Onboarding – B2B Implementation Brief\u003c\/td\u003e\n\n\u003ctd\u003eCustomer ID, governing agreement, business goals, responsibilities, and prerequisites\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eOnboarding Plan – Milestones and Responsibilities\u003c\/td\u003e\n\n\u003ctd\u003eOperational control steps, responsibilities, blockers, deviation and decision follow-up\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eImplementation Meeting – Agenda and Decision Minutes\u003c\/td\u003e\n\n\u003ctd\u003eAgenda, decision mandate, agreement impact, and follow-up actions\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eDocumentation Request and Authorization Check\u003c\/td\u003e\n\n\u003ctd\u003eMinimized customer documentation, secure reference, GDPR role assessment, and actual access\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eStart Confirmation – Operational Transition\u003c\/td\u003e\n\n\u003ctd\u003eChecks, verification, blockers, and operational handover; not legal acceptance\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eUser Guide\u003c\/td\u003e\n\n\u003ctd\u003eWorkflow, Excel structure, security boundaries, examples, and official sources\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eEnglish User Guide\u003c\/td\u003e\n\n\u003ctd\u003eEnglish explanation of the Swedish working forms and their contractual limitations\u003c\/td\u003e\n\n\u003ctd\u003eEN\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eExcel Register\u003c\/td\u003e\n\n\u003ctd\u003eNine tabs: Overview, Customer Onboardings, Milestones, Documentation, Access, Decisions, Risks, Actions, Read Me\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003ch2\u003eExcel: Nine Tabs with Status Options and Formulas\u003c\/h2\u003e\u003cp\u003eThe workbook includes \u003cstrong\u003eOverview, Customer Onboardings, Milestones, Documentation, Access, Decisions, Risks, Actions, and Read Me\u003c\/strong\u003e. Status options help you use the same classification. The overview has formula-driven counters for the number of customer onboardings, blocked onboardings, completed and blocked milestones, verified documentation, open risks, and verified actions. The register tabs are prepared for 40 entries per register; for larger volumes, data verification and formula ranges should be expanded.\u003c\/p\u003e\u003cp\u003eThe overview indicators are \u003cstrong\u003enot\u003c\/strong\u003e evidence of authorization, agreement acceptance, or GDPR compliance. The workbook does not automatically store customer files and contains no reminder or email automation. It should not be used for passwords, API keys, or personal identity numbers.\u003c\/p\u003e\u003ch2\u003eWork Step by Step\u003c\/h2\u003e\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eIdentify the assignment:\u003c\/strong\u003e record the internal customer reference and the current version of the agreement in the implementation brief.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePlan:\u003c\/strong\u003e set controllable milestones, responsibilities, and agreed prerequisites in the onboarding plan.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCoordinate:\u003c\/strong\u003e hold the implementation meeting, note any decision mandate, and document open questions.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCollect securely:\u003c\/strong\u003e request only necessary documentation and handle actual authorizations in standard systems.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCheck operational start:\u003c\/strong\u003e use the operational start confirmation as documentation of actual checks and blockers.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eFollow up:\u003c\/strong\u003e use Excel for ongoing internal status reporting and action ownership.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\u003ch2\u003eContract Law, GDPR, and Practical Limitations\u003c\/h2\u003e\u003cp\u003eAccording to \u003ca href=\"https:\/\/verksamt.se\/avtal-fakturering\/skriva-avtal\"\u003eVerksamt's guidance on writing agreements\u003c\/a\u003e, it is important to document what the parties have actually agreed upon. Changed prices, deliveries, or other contractual terms should be handled according to the agreement's requirements and by the authorized party; an internal implementation meeting does not automatically change the agreement.\u003c\/p\u003e\u003cp\u003eIMY describes \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/grundlaggande-principer\"\u003edata minimization and storage minimization\u003c\/a\u003e as fundamental GDPR principles. If the provider is to process personal data on behalf of the customer, the roles need to be analyzed, and \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/personuppgiftsansvariga-och-personuppgiftsbitraden\/personuppgiftsbitradesavtal\/\"\u003ea data processing agreement may be required\u003c\/a\u003e. The templates are support for documenting that the issue needs to be assessed, not an automatic legal conclusion.\u003c\/p\u003e\u003ch2\u003eFrequently Asked Questions About Customer Onboarding\u003c\/h2\u003e\u003ch3\u003eIs this a complete customer agreement?\u003c\/h3\u003e\u003cp\u003eNo. The package should be used together with the current project or service agreement and does not replace agreed terms regarding price, responsibility, changes, or delivery.\u003c\/p\u003e\u003ch3\u003eCan the start confirmation be used as a binding delivery acceptance?\u003c\/h3\u003e\u003cp\u003eNot automatically. It documents an operational check of the prerequisites for starting. Formal acceptance or waiver of rights must be assessed based on the current agreement and authorized parties.\u003c\/p\u003e\u003ch3\u003eCan I store customer passwords in the Excel file?\u003c\/h3\u003e\u003cp\u003eNo. The Excel register contains fields for system references and authorization status, not passwords or other secrets. Use the organization's approved system for sensitive material and authorization management.\u003c\/p\u003e\u003ch3\u003eDoes Excel automatically calculate if an agreement is fulfilled?\u003c\/h3\u003e\u003cp\u003eNo. The formulas calculate operational status fields and quantities. Legal acceptance, technical access, and processing of personal data require their own checks.\u003c\/p\u003e\u003ch3\u003eAre the templates available in English?\u003c\/h3\u003e\u003cp\u003eThe five working templates are in Swedish. One Swedish and one English user guide are included; the English guide explains the Swedish working documents and is not a translation of all templates.\u003c\/p\u003e\u003ch2\u003eRelated Products and Sources\u003c\/h2\u003e\u003cp\u003eIf you need a separate agreement for processing personal data, \u003ca href=\"\/en\/products\/personuppgiftsbitradesavtal-pub-dpa-mall-2026-word-pdf\"\u003eData Processing Agreement (PUB\/DPA)\u003c\/a\u003e is available. For ongoing version control of governing documents, \u003ca href=\"\/en\/products\/dokumentstyrning-versionshantering-dokumentregister-excel\"\u003eDocument Control \u0026amp; Version Management\u003c\/a\u003e is available.\u003c\/p\u003e\u003cp\u003eOfficial sources: \u003ca href=\"https:\/\/verksamt.se\/avtal-fakturering\/skriva-avtal\"\u003eVerksamt – Writing Agreements\u003c\/a\u003e, \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/grundlaggande-principer\"\u003eIMY – GDPR's Fundamental Principles\u003c\/a\u003e, and \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/personuppgiftsansvariga-och-personuppgiftsbitraden\/personuppgiftsbitradesavtal\/\"\u003eIMY – Data Processing Agreement\u003c\/a\u003e.\u003c\/p\u003e\u003cp\u003e\u003csmall\u003eVersion 1.0, 2026-10-29. AI-assisted source review of official guidance 2026-10-29; no independent legal review. Editable DOCX templates, printable searchable PDF copies, and XLSX with formulas. No promise of interactive PDF forms.\u003c\/small\u003e\u003c\/p\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56393752740182,"sku":"KUNDONBOARDING-UPPSTART-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/kundonboarding-uppstartsplan-b2b-huvudbild.png?v=1793295899"},{"product_id":"kundavslut-uppdragsoffboarding-b2b-dataaterlamning-atkomst-och-excel-word-pdf","title":"Customer Termination \u0026 B2B Account Offboarding – Data Return, Access and Excel | Word\/PDF","description":"\u003ch2\u003eCustomer Offboarding and Project Offboarding for B2B\u003c\/h2\u003e\n\u003cp\u003eEnd a customer project with a traceable plan for \u003cstrong\u003econtracts, final delivery, return of customer data, access revocation, and open outstanding items\u003c\/strong\u003e. The package helps Swedish service companies distinguish a planned customer offboarding from actions that have actually been completed and verified. You get five editable Swedish work templates, a Swedish and an English guide, and an Excel register with nine tabs.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDigital document package:\u003c\/strong\u003e 7 editable Word files (DOCX), 7 corresponding searchable and printable PDF files, and 1 Excel workbook (XLSX) – a total of 15 customer files in a ZIP download. The package is based on Swedish business and data protection conditions and is intended for practical administration.\u003c\/p\u003e\n\u003cdiv style=\"border:2px solid #2D639A;background:#F2F7FC;padding:16px;border-radius:8px;margin:18px 0\"\u003e\n\n\u003ch3 style=\"margin-top:0\"\u003e01. Package contents\u003c\/h3\u003e\n\n\u003cp\u003e\u003cstrong\u003eFive Swedish work documents\u003c\/strong\u003e and \u003cstrong\u003etwo guides\u003c\/strong\u003e (Swedish + English), each available as Word and searchable PDF. Plus \u003cstrong\u003eExcel with nine tabs\u003c\/strong\u003e: Overview, Offboarding, Deliveries, Data Actions, Access, Decisions, Risks, Actions, and Read Me.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003cdiv style=\"border:2px solid #2D639A;background:#F2F7FC;padding:16px;border-radius:8px;margin:18px 0\"\u003e\n\n\u003ch3 style=\"margin-top:0\"\u003e02. What the files contain\u003c\/h3\u003e\n\n\u003cp\u003eOffboarding plan with contract control and responsibility, handover and data receipt, access closure with verification fields, separate retention and deletion review, final report with outstanding items, and register for operational follow-up.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003ch2\u003eComplete file list\u003c\/h2\u003e\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eFunction\u003c\/th\u003e\n\n\u003cth\u003eLanguage\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eOffboarding plan \u0026amp; project offboarding\u003c\/td\u003e\n\n\u003ctd\u003eContracts, responsibilities, milestones, and blockers\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eWord\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eData return \u0026amp; delivery receipt\u003c\/td\u003e\n\n\u003ctd\u003eExport manifest, secure transfer, and actual receipt\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eWord\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eAccess revocation \u0026amp; permission control\u003c\/td\u003e\n\n\u003ctd\u003eRequested, completed, and separately verified access closure\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eWord\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eRetention \u0026amp; deletion review\u003c\/td\u003e\n\n\u003ctd\u003eLegal basis, decision, completed action, and post-check\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eWord\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eFinal report \u0026amp; open outstanding items\u003c\/td\u003e\n\n\u003ctd\u003eDeliveries, finances, deviations, and remaining obligations\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eWord\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eSwedish user guide\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step workflow and official sources\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eWord\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eEnglish User Guide\u003c\/td\u003e\n\n\u003ctd\u003eEnglish instructions for using the Swedish documents\u003c\/td\u003e\n\n\u003ctd\u003eEnglish\u003c\/td\u003e\n\n\u003ctd\u003eWord\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eCustomer offboarding register\u003c\/td\u003e\n\n\u003ctd\u003eNine tabs with cases, deliveries, access, data actions, and formula overview\u003c\/td\u003e\n\n\u003ctd\u003eSwedish\u003c\/td\u003e\n\n\u003ctd\u003eExcel\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\u003ch2\u003eExcel register with nine tabs and formula overview\u003c\/h2\u003e\u003cp\u003eThe overview counts registered customer offboardings, blocked or operationally ready offboardings, verified receipts, status of data actions, requested versus verified access actions, open risks, and verified actions. The register tabs have status selections and clear reference fields. Prepared for 57 register rows per tab; those who need more can extend the formulas and status areas.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eImportant:\u003c\/strong\u003e Excel only counts operational statuses. It cannot determine the legal termination of the contract, confirm that data has been deleted, or technically certify that a user has lost access. No automatic deletion, permission closure, or email reminder is included.\u003c\/p\u003e\n\u003ch2\u003eHow to use the package\u003c\/h2\u003e\u003col\u003e\n\n\u003cli\u003eReview the main agreement, addenda, termination conditions, and actual communication before the end date is determined.\u003c\/li\u003e\n\n\u003cli\u003ePlan responsibilities, data deliveries, risks, and dependencies.\u003c\/li\u003e\n\n\u003cli\u003eCreate a manifest for which customer data is to be returned and document secure delivery as well as actual receipt.\u003c\/li\u003e\n\n\u003cli\u003eAssess separately whether return or deletion should occur according to the applicable data processing agreement and GDPR.\u003c\/li\u003e\n\n\u003cli\u003eDocument requested, completed, and verified permission revocation as separate steps.\u003c\/li\u003e\n\n\u003cli\u003eConclude with a final report showing open financial, contractual, and practical outstanding items.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\u003ch2\u003eLegal and technical limitations\u003c\/h2\u003e\u003cp\u003eThis package is not a binding termination, a final settlement agreement, or a guarantee that all data has been returned or deleted. Applicable contracts, proper mandate, and concrete circumstances govern what the parties must do. \u003ca href=\"https:\/\/verksamt.se\/avtal-fakturering\/skriva-avtal\"\u003eVerksamt\u003c\/a\u003e describes why contracts and agreements should be clearly documented.\u003c\/p\u003e\n\u003cp\u003eWhen the provider is a personal data processor and processing ends, \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/personuppgiftsansvariga-och-personuppgiftsbitraden\/personuppgiftsbitradesavtal\/\"\u003eIMY\u003c\/a\u003e describes the requirement in Article 28.3 g GDPR for return or deletion at the choice of the data controller, with the exception of statutory retention. Other information, for example accounting information, may be subject to retention requirements under \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/bokforingslag-19991078_sfs-1999-1078\/\"\u003eChapter 7 of the Accounting Act\u003c\/a\u003e. The retention period is not determined by the template as a standard. \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/grundlaggande-principer\"\u003eIMY's GDPR principles\u003c\/a\u003e should be considered.\u003c\/p\u003e\n\u003ch2\u003eFrequently Asked Questions\u003c\/h2\u003e\n\u003ch3\u003eIs this a template for terminating a service agreement?\u003c\/h3\u003e\u003cp\u003eNo. The product is a practical offboarding plan and control package for a project that is to be ended. Formal termination and agreed-upon end date are handled according to the current service agreement and applicable rules.\u003c\/p\u003e\n\u003ch3\u003eDoes the data receipt prove that all of the customer's data has been deleted?\u003c\/h3\u003e\u003cp\u003eNo. Return, deletion decision, actual deletion, and verification are separate steps. Each step needs to be documented with its own verifiable evidence.\u003c\/p\u003e\n\u003ch3\u003eDoes Excel automatically revoke access and user accounts?\u003c\/h3\u003e\u003cp\u003eNo. Excel only contains a register of information and operational statuses. The actual changes are made in the organization's permission system by authorized persons.\u003c\/p\u003e\n\u003ch3\u003eCan a provider retain certain documents after customer offboarding?\u003c\/h3\u003e\u003cp\u003eIt depends on the type of information and legal or contractual obligation. Accounting information, for example, is subject to retention rules. Personal data processed as a processor is assessed according to the agreement and GDPR, including the exception for statutory retention.\u003c\/p\u003e\n\u003ch3\u003eAre the five work templates also available in English?\u003c\/h3\u003e\u003cp\u003eNo. The work templates are in Swedish. A separate English User Guide explains how the Swedish material is used; it is not a full English translation and is not adapted to foreign law.\u003c\/p\u003e\n\u003ch3\u003eCan the package be used without an advanced case management system?\u003c\/h3\u003e\u003cp\u003eYes, for a less manual workflow. Excel provides registers and overview but does not replace permission-controlled document archives, technical audit logs, or individual legal assessments.\u003c\/p\u003e\n\u003ch2\u003eRelated template packages\u003c\/h2\u003e\u003cp\u003eAt the start of the project: \u003ca href=\"\/en\/products\/kundonboarding-uppstartsplan-b2b-kundbrief-milstolpar-och-excel-word-pdf\"\u003eCustomer Onboarding \u0026amp; B2B Startup Plan\u003c\/a\u003e. For regulating the processing of personal data: \u003ca href=\"\/en\/products\/personuppgiftsbitradesavtal-pub-dpa-mall-2026-word-pdf\"\u003eData Processing Agreement (PUB\/DPA)\u003c\/a\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003csmall\u003eDocument version 1.0, 2026-10-29. AI-assisted check against specified official sources, without external legal review. File formats: DOCX, searchable PDF, and XLSX. No automatic physical or electronic delivery of documents to customers is included.\u003c\/small\u003e\u003c\/p\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56396149064022,"sku":"KUNDAVSLUT-OFFBOARD-B2B-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/kundavslut-uppdragsoffboarding-b2b-huvudbild.png?v=1793299468"},{"product_id":"kundfornyelse-avtalsforlangning-b2b-fornyelseplan-kundhalsa-och-excel-word-pdf","title":"Customer Renewal \u0026 Contract Extension B2B – Renewal Plan, Customer Health and Excel | Word\/PDF","description":"\u003ch2\u003eB2B Customer Renewal and Contract Extension – Practical Template Package\u003c\/h2\u003e\n\u003cp\u003eWork systematically ahead of the next period of an existing customer contract. With this \u003cstrong\u003eB2B customer renewal template package\u003c\/strong\u003e, Swedish service companies can document the actual renewal terms of contracts, monitor delivery quality, prepare for customer dialogue, and ensure that internal decisions are kept separate from actual contract changes. The package includes \u003cstrong\u003eWord, searchable PDF files, and an Excel register with nine tabs\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eYou receive a total of \u003cstrong\u003e15 digital files in a ZIP package: 7 editable DOCX files, 7 corresponding searchable A4 PDFs, and 1 XLSX file\u003c\/strong\u003e. Five operational work templates and a Swedish user guide are written in Swedish; a separate English User Guide is also included.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDocument layout:\u003c\/strong\u003e The five operational Word templates and corresponding PDF files have a separate information page with two framed boxes: “01. Package contents” and “02. What the files contain”. The work document itself then begins on its own page.\u003c\/p\u003e\n\u003ch2\u003eWhat is the package used for?\u003c\/h2\u003e\n\u003cp\u003ePlan customer renewals, gather objective indicators of customer health, review agreed deadlines and extension mechanisms, document renewal conversations, and summarize decisions and open points. The package complements a standard contract register but focuses on \u003cstrong\u003ethe continuation of the customer relationship and a controlled renewal decision\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cdiv style=\"border:2px solid #2864A0;background:#F1F7FC;padding:17px;border-radius:9px;margin:202px 0\"\u003e\n\n\u003ch3 style=\"margin-top:0\"\u003e01. Package contents\u003c\/h3\u003e\n\n\u003cp\u003e\u003cstrong\u003eFive Swedish work templates\u003c\/strong\u003e for renewal planning, customer health checks, contract terms review, customer dialogue, and renewal decisions. In addition, a \u003cstrong\u003eSwedish and an English user guide\u003c\/strong\u003e, all seven documents in Word and searchable PDF. Also \u003cstrong\u003ean Excel workbook with nine tabs\u003c\/strong\u003e. Total of 15 files.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003cdiv style=\"border:2px solid #2864A0;background:#F1F7FC;padding:17px;border-radius:9px;margin:20px 0\"\u003e\n\n\u003ch3 style=\"margin-top:0\"\u003e02. What the files contain\u003c\/h3\u003e\n\n\u003cp\u003eContract ID, term, controlled notice period, extension clause, actual customer value, objective health assessment, activities, customer response, terms proposal, authorized decision-maker, risks, actions, evidence references, and handover. Excel reports internal key figures without automatically creating contracts, approvals, or customer communications.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003ch2\u003eComplete file list – 15 customer files\u003c\/h2\u003e\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument name\u003c\/th\u003e\n\n\u003cth\u003eFunction\u003c\/th\u003e\n\n\u003cth\u003eUse case\u003c\/th\u003e\n\n\u003cth\u003eLanguage\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e01_kundfornyelseplan.docx\u003c\/td\u003e\n\n\u003ctd\u003eRenewal plan and responsibilities\u003c\/td\u003e\n\n\u003ctd\u003ePlanning ahead of the next contract period\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e01_kundfornyelseplan.pdf\u003c\/td\u003e\n\n\u003ctd\u003eRenewal plan and responsibilities\u003c\/td\u003e\n\n\u003ctd\u003ePlanning ahead of the next contract period\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003ePDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e02_kundhalsokontroll.docx\u003c\/td\u003e\n\n\u003ctd\u003eCustomer health assessment and improvements\u003c\/td\u003e\n\n\u003ctd\u003eObjective internal follow-up\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e02_kundhalsokontroll.pdf\u003c\/td\u003e\n\n\u003ctd\u003eCustomer health assessment and improvements\u003c\/td\u003e\n\n\u003ctd\u003eObjective internal follow-up\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003ePDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e03_avtalsvillkor_fornyelseprovning.docx\u003c\/td\u003e\n\n\u003ctd\u003eReview of agreed extension terms\u003c\/td\u003e\n\n\u003ctd\u003eReview against the current customer contract\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e03_avtalsvillkor_fornyelseprovning.pdf\u003c\/td\u003e\n\n\u003ctd\u003eReview of agreed extension terms\u003c\/td\u003e\n\n\u003ctd\u003eReview against the current customer contract\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003ePDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e04_fornyelsedialog_protokoll.docx\u003c\/td\u003e\n\n\u003ctd\u003eRecord of conversations and proposals\u003c\/td\u003e\n\n\u003ctd\u003eDocument customer dialogue without assuming acceptance\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e04_fornyelsedialog_protokoll.pdf\u003c\/td\u003e\n\n\u003ctd\u003eRecord of conversations and proposals\u003c\/td\u003e\n\n\u003ctd\u003eDocument customer dialogue without assuming acceptance\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003ePDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e05_fornyelsebeslut_overlamning.docx\u003c\/td\u003e\n\n\u003ctd\u003eInternal decision and handover control\u003c\/td\u003e\n\n\u003ctd\u003eAuthority, basis, and continued operation\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e05_fornyelsebeslut_overlamning.pdf\u003c\/td\u003e\n\n\u003ctd\u003eInternal decision and handover control\u003c\/td\u003e\n\n\u003ctd\u003eAuthority, basis, and continued operation\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003ePDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e06_anvandarguide_sv.docx\u003c\/td\u003e\n\n\u003ctd\u003eSwedish guide to the package\u003c\/td\u003e\n\n\u003ctd\u003eSafe use and legal limitations\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e06_anvandarguide_sv.pdf\u003c\/td\u003e\n\n\u003ctd\u003eSwedish guide to the package\u003c\/td\u003e\n\n\u003ctd\u003eSafe use and legal limitations\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003ePDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e07_english_user_guide.docx\u003c\/td\u003e\n\n\u003ctd\u003eEnglish instructions for Swedish templates\u003c\/td\u003e\n\n\u003ctd\u003eExplanation of Swedish workflow; not foreign law\u003c\/td\u003e\n\n\u003ctd\u003eEN\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e07_english_user_guide.pdf\u003c\/td\u003e\n\n\u003ctd\u003eEnglish instructions for Swedish templates\u003c\/td\u003e\n\n\u003ctd\u003eExplanation of Swedish workflow; not foreign law\u003c\/td\u003e\n\n\u003ctd\u003eEN\u003c\/td\u003e\n\n\u003ctd\u003ePDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e08_kundfornyelse_register_9_flikar.xlsx\u003c\/td\u003e\n\n\u003ctd\u003eRegister, formulas, and key figures\u003c\/td\u003e\n\n\u003ctd\u003eInternal follow-up of customer contracts, risks, and actions\u003c\/td\u003e\n\n\u003ctd\u003eSV\u003c\/td\u003e\n\n\u003ctd\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\u003ch2\u003eExcel register with nine tabs\u003c\/h2\u003e\n\u003cp\u003eThe workbook includes \u003cstrong\u003eOverview, Customer Contract, Health Check, Terms, Dialogues, Decisions, Risks, Actions, and Read Me\u003c\/strong\u003e. The registers are prepared for 60 rows per tab, with status options and formulas. The overview shows, among other things, registered customer contracts, ongoing dialogues, internally registered contract confirmations, terms requiring review, total registered contract value, high health scores, open high risks, and action status.\u003c\/p\u003e\n\u003cp\u003eCustomer health score is the sum of three \u003cem\u003emanual\u003c\/em\u003e assessments on a scale of 1–5 (max 15). Risk score is manually recorded probability multiplied by consequence (1–5 × 1–5). These scores are \u003cstrong\u003einternal prioritization aids\u003c\/strong\u003e, not forecasts, guarantees, or automated decisions about customers or individuals. For larger registers, the formula and validation ranges should be expanded.\u003c\/p\u003e\n\u003ch2\u003eWorkflow – from contract to verified renewal\u003c\/h2\u003e\n\u003col\u003e\n\n\u003cli\u003eIdentify the latest current version of the customer contract, appendices, and all subsequent changes.\u003c\/li\u003e\n\n\u003cli\u003eCheck the contract's actual term, notice mechanism, last notice day, and receipt requirements.\u003c\/li\u003e\n\n\u003cli\u003ePerform an objective customer health check with verifiable delivery data and document improvements.\u003c\/li\u003e\n\n\u003cli\u003ePrepare for renewal conversations and clearly distinguish between stated customer needs, proposals, counterproposals, and agreements.\u003c\/li\u003e\n\n\u003cli\u003eCheck internal delegation and actual external authority for any changes or new contracts.\u003c\/li\u003e\n\n\u003cli\u003eDocument the final outcome against the actual contract document, communication, or actual signature. Follow up on open actions.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\u003ch2\u003eLegal limitations under Swedish law\u003c\/h2\u003e\n\u003cp\u003eContract term, termination, and extension should be assessed based on the parties' actual agreement and applicable rules. \u003ca href=\"https:\/\/verksamt.se\/avtal-fakturering\/skriva-avtal\"\u003eVerksamt\u003c\/a\u003e emphasizes the importance of clear terms regarding contract term and termination. \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/lag-1915218-om-avtal-och-andra-rattshandlingar_sfs-1915-218\/\"\u003eThe Swedish Contracts Act (1915:218)\u003c\/a\u003e regulates, among other things, offers, acceptance, and authority. Neither the customer's internal health score, a salesperson's forecast, nor a status of “Confirmed contract” in Excel constitutes a valid extension in itself.\u003c\/p\u003e\n\u003cp\u003eAssess separately whether the customer and supplier need a new agreement, a supplementary agreement, or a termination under the original clause. \u003ca href=\"https:\/\/verksamt.se\/avtal-fakturering\/skriva-avtal\"\u003eVerksamt recommends documented agreements\u003c\/a\u003e and verification of authorized contracting parties. The files do not replace individually drawn up contracts or legal advice.\u003c\/p\u003e\n\u003cp\u003ePersonal data of business contacts may be subject to GDPR. \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/grundlaggande-principer\"\u003eIMY\u003c\/a\u003e requires, among other things, a legal basis, data minimization, protection, and appropriate retention periods. Use contract references and roles when possible, avoid sensitive personal judgments, and follow current deletion routines.\u003c\/p\u003e\n\u003ch2\u003eFrequently Asked Questions\u003c\/h2\u003e\n\u003ch3\u003eIs this an agreement on automatic extension?\u003c\/h3\u003e\u003cp\u003eNo. The package includes work templates for documenting a renewal process. It does not change the customer's contract and contains no automatic termination or extension function.\u003c\/p\u003e\n\u003ch3\u003eCan Excel calculate the last termination day automatically?\u003c\/h3\u003e\u003cp\u003eNo. Termination and notice periods depend on the contract's actual clauses. Enter and check the dates manually together with a document reference.\u003c\/p\u003e\n\u003ch3\u003eHow does the customer health score work?\u003c\/h3\u003e\u003cp\u003eYou record scores between one and five for delivery quality, cooperation, and customer value. Excel calculates an internal total sum of up to 15. The scores should be based on objective company data, not used for improper personal profiling.\u003c\/p\u003e\n\u003ch3\u003eCan the status “Confirmed contract” be used as evidence?\u003c\/h3\u003e\u003cp\u003eNo, the status is only internal documentation by the user who filled out the register. Link to the relevant actual contract, signature, communication, or other supporting material that needs to be assessed separately.\u003c\/p\u003e\n\u003ch3\u003eDoes Excel send reminders or renewal emails to the customer?\u003c\/h3\u003e\u003cp\u003eNo. No CRM integration, calendar automation, email dispatch, or digital signing is included.\u003c\/p\u003e\n\u003ch3\u003eAre all work templates in English?\u003c\/h3\u003e\u003cp\u003eNo. The five operational templates are in Swedish. The package includes a Swedish guide and a separate English user guide, not full translations or adaptations to foreign law.\u003c\/p\u003e\n\u003ch2\u003eRelated products and sources\u003c\/h2\u003e\n\u003cp\u003eFor broad contract monitoring, see \u003ca href=\"\/en\/products\/avtalsregister-avtalsbevakning-2026-2027-excel-dashboard-word-pdf\"\u003eContract Register \u0026amp; Contract Monitoring\u003c\/a\u003e. For the first step of the customer assignment, see \u003ca href=\"\/en\/products\/kundavtal-b2b-mallpaket-2026-2027-word-pdf-english-svensk-ratt\"\u003eB2B Customer Contracts\u003c\/a\u003e. For recurring assignments with common terms, see \u003ca href=\"\/en\/products\/ramavtal-mallpaket-2026-2027-word-pdf-svensk-ratt\"\u003eB2B Framework Agreements\u003c\/a\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eOfficial sources:\u003c\/strong\u003e \u003ca href=\"https:\/\/verksamt.se\/avtal-fakturering\/skriva-avtal\"\u003eVerksamt – Writing contracts\u003c\/a\u003e, \u003ca href=\"https:\/\/verksamt.se\/avtal-fakturering\/skriva-avtal\/avtalets-innehall\"\u003eVerksamt – The contents of a contract\u003c\/a\u003e, \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/lag-1915218-om-avtal-och-andra-rattshandlingar_sfs-1915-218\/\"\u003eSwedish Parliament – Contracts Act\u003c\/a\u003e, and \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/grundlaggande-principer\"\u003eIMY – Basic GDPR principles\u003c\/a\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003csmall\u003eVersion 1.3, 30 October 2026. AI-assisted source check against specified official sources, no independent legal review. The DOCX files are editable, the PDF files are searchable print copies, and the XLSX contains formulas and status options. Digital download in ZIP format.\u003c\/small\u003e\u003c\/p\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56398787117398,"sku":"KUNDFORNYELSE-B2B-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/kundfornyelse-b2b-v12-huvud.png?v=1793338393"}],"url":"https:\/\/mallbutiken.se\/en\/collections\/kundservice-kundprocesser-mallar.oembed","provider":"Mallbutiken","version":"1.0","type":"link"}