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Write a support escalation policy for freelancers

Freelancers and contractors answer customers without sitting beside you. They need to know what they can decide alone and when to stop and ask. A one-page policy removes most of the guessing and protects you from replies you would not have sent.

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List what they can decide

Write down the decisions a freelancer can make without asking: standard answers, small goodwill gestures up to a limit you set and when to close a ticket. Be concrete about amounts and examples so there is little to interpret.

List what they must hand off

Name the cases that always move to you: refunds above your limit, legal or privacy requests, security reports, angry customers who ask for the owner and anything involving account access. A short list is easier to remember than a long one.

Name a person and a channel

Give one contact for each kind of issue and one place to reach them, such as a tagged ticket or a chat channel. A policy that says to ask someone in management helps nobody at five in the afternoon.

Set the wait time

Say how long a handed-off ticket can sit before the freelancer chases it. If an urgent issue cannot wait for your reply, say what the freelancer should tell the customer in the meantime.

Give them the wording

Provide two or three saved replies for the handoff itself: telling the customer you are checking with a colleague and when they will hear back. The customer should never see the policy, only a calm holding message.

Review it after real cases

After a month, look at the tickets that were handed off and the ones that should have been. Add the missing cases to the policy and drop the ones that never came up.

Questions

How long should the policy be?

One page. If a freelancer cannot find the answer in under a minute, it is too long.

Should freelancers be able to issue refunds?

Only up to a limit you choose and are comfortable with. Put the figure in the policy and review it as you learn how they use it.

What if a freelancer makes a call outside the policy?

Fix the customer's situation first, then talk it through and update the policy if the gap was real. Do not blame the person for a hole in the instructions.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.