| name | exchange-policy |
| description | Writes exchange policies with eligibility criteria, process steps, customer communication templates, and exception handling. Use when establishing or improving your exchange process. |
| allowed-tools | Read Write Glob |
| metadata | {"author":"matthewhitcham","version":"1.0"} |
Exchange Policy
When to Use This Skill
Use this skill when you need to:
- Write a clear exchange policy for your e-commerce store
- Design the exchange process workflow from request to resolution
- Create customer communication templates for exchange scenarios
- Establish exception handling guidelines for edge cases
DO NOT use this skill for refund policies, warranty claims, or customer service training. This is for product exchange policies and processes specifically.
Core Principle
A GOOD EXCHANGE POLICY KEEPS THE REVENUE AND THE CUSTOMER — MAKE EXCHANGING EASIER THAN RETURNING AND CUSTOMERS WILL CHOOSE TO STAY.
Phase 1: Brief
Required Inputs
| Input | What to Ask | Default |
|---|
| Product types | "What products are eligible for exchange? (all, apparel only, specific categories)" | All products |
| Exchange window | "How many days after purchase can customers exchange?" | 30 days |
| Condition requirements | "Must items be unused, unworn, with tags?" | Unused, original packaging |
| Exchange types | "Same product different size/color, or exchange for a different product?" | Same product, different variant |
| Shipping cost | "Who pays for exchange shipping? (customer, company, split)" | Company pays |
| Current pain points | "What exchange issues do you deal with most?" | Sizing exchanges, slow process |
| Platform | "E-commerce platform? (Shopify, WooCommerce, etc.)" | Shopify |
GATE: Confirm brief before writing the policy.
Phase 2: Design
Exchange Policy Framework
- Eligibility — what can be exchanged, what cannot
- Timeframe — days from purchase or delivery
- Condition — required product condition for exchange
- Process — how to initiate and complete an exchange
- Shipping — who pays, how labels are provided
- Exceptions — sale items, personalized items, final sale
- Processing time — how long from receipt to new shipment
Exchange Workflow
Customer requests exchange → Team reviews eligibility →
Approved: prepaid label sent → Customer ships item →
Item received and inspected → New item shipped →
Tracking sent to customer → Exchange complete
GATE: Present the policy framework for approval before writing the full document.
Phase 3: Build
Deliverables
1. Customer-Facing Exchange Policy
- Plain-language policy for the website
- Organized with clear headings (What, When, How, Exceptions)
- FAQ section addressing top 5 exchange questions
- Step-by-step exchange process (numbered, no ambiguity)
2. Internal Exchange SOP
- Step-by-step process for the team handling exchanges
- Decision tree for eligibility evaluation
- Inspection criteria for received items
- Inventory management (returning exchanged item to stock or writing off)
3. Customer Communication Templates
- Exchange request acknowledgment email
- Exchange approved email (with label and instructions)
- Exchange denied email (with reason and alternatives)
- New item shipped confirmation email
- Exchange complete follow-up email
4. Exception Handling Guide
| Scenario | Policy | Action |
|---|
| Item outside exchange window | Deny if over 45 days, consider if 31-45 | Manager discretion |
| Item worn/damaged by customer | Deny exchange | Offer discount on new purchase |
| Item out of stock in requested size | Offer alternative or store credit | Customer chooses |
| International exchange | Customer pays return shipping | Provide customs guidance |
| Gift exchange (no receipt) | Exchange for store credit at current price | Verify product is carried |
Phase 4: Polish
Policy Placement
- Link prominently from product pages, cart, and footer navigation
- Include exchange policy summary in order confirmation email
- Add to FAQ page and customer service knowledge base
Measurement
Track monthly:
- Exchange request volume (as % of orders)
- Top exchange reasons (size, color, defect, preference)
- Exchange completion rate (started vs. completed)
- Time to resolution (request to new item delivered)
- Post-exchange retention (do exchange customers buy again?)
Policy Review
- Quarterly: review exchange data and adjust policy for recurring issues
- Seasonally: adjust for holiday gift exchanges (extended window in Dec-Jan)
- On trigger: update when adding new product categories or selling internationally
Example 1: Apparel Brand (Sizing Exchanges)
Policy: Free exchanges within 30 days of delivery. Items must be unworn with tags attached. Prepaid return label provided. New size shipped within 2 business days of receiving the return. Exchange window extended to 60 days during holiday season (Nov 15 - Jan 15).
Example 2: Home Goods Store (Product Exchanges)
Policy: Exchanges within 14 days of delivery for same-value or higher-value items (customer pays difference). Items must be unused and in original packaging. Customer pays return shipping. Exchanges processed within 5 business days.
Anti-Patterns
- Hidden or hard to find — a policy buried in fine print creates frustrated customers who call support. Make it visible and easy to find.
- Too restrictive — "No exchanges under any circumstances" loses customers and generates chargebacks. Some flexibility builds loyalty.
- Too generous without tracking — unlimited exchanges with no tracking enables abuse. Monitor for patterns.
- Slow processing — a 3-week exchange process makes customers wish they had just returned and rebought. Speed builds trust.
- Making exchanges harder than returns — if returning for a refund is easier than exchanging, customers will choose the refund. Make exchanges the path of least resistance.
Recovery
- High exchange rate on one product: Investigate the root cause. If sizing is the issue, improve the size guide. If quality is the issue, address the product.
- Customer wants to exchange but outside the window: Use judgment. A customer at day 35 of a 30-day window who is polite and loyal deserves an exception. Document the exception.
- Exchange item is out of stock: Offer store credit, an alternative product, or a refund. Never leave the customer in limbo waiting for a restock.
- Fraud concerns: Track exchange patterns per customer. Flag accounts with unusually high exchange frequency for review. Implement verification for high-value exchanges.
