Escalation Form

Name of the person submitting the escalation

Urgency

Date of Escalation

Date

Time

Due date (if any)

Date

Time

1. Is the client irate?

2. Is this matter going to cost more than $200 to us or the client.

3. Have I googled the question?

4. Have I asked someone on the team first?

5. Is this matter urgent and regarding an upcoming appointment in less than 30 minutes.

6. Have I consulted the knowledge base in ClickUp?

Escalation Details

Category

Keywords Used

What keywords did you use to search the playbook. Please be exact?

Short Title

Please state your questions, concerns, or issues.

Please be as detailed as possible with the question/issue/problem. For super urgent or emergency cases, please break the glass after submission.

Suggested Section

In what tab/section of the playbook should we put the answer to your question?

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