Customer Interaction and Feedback Tracking Project Template

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Enhance your customer relationships by keeping track of interactions and feedback with our comprehensive template. This project guides you through setting up systems for collecting and analyzing customer feedback, as well as tracking all customer interactions.

By following this template, you can ensure timely responses to customer queries and concerns, leading to increased satisfaction and loyalty.

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Customer Interaction and Feedback Tracking Project for Priority Matrix

Customer Interaction and Feedback Tracking Project in Priority Matrix

Track customer interactions and feedback to boost satisfaction and repeat business.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Develop a Customer Feedback System (due in 1 week)
    ☐ Identify key features needed in a feedback system ☐ Research available platforms ☐ Choose platform and design system
  • Task 2: Implement Customer Feedback System (due in 2 weeks)
    ☐ Install and set up chosen system ☐ Test system for bugs ☐ Launch system with a small customer group
  • Task 6: Develop a Customer Interaction Tracking System (due in 6 weeks)
    ☐ Identify key features needed ☐ Research available platforms ☐ Choose platform and design system
  • Task 7: Implement Customer Interaction Tracking System (due in 7 weeks)
    ☐ Install and set up chosen system ☐ Test system for bugs ☐ Launch system with a small customer group

High Impact, Not Urgent

  • Task 3: Train Staff on Using the System (due in 3 weeks)
    ☐ Develop training materials ☐ Conduct training sessions ☐ Provide ongoing support and resources
  • Task 4: Promote the Use of the Feedback System to Customers (due in 4 weeks)
    ☐ Create promotional materials ☐ Send email campaign ☐ Track usage and tweak promotion as needed
  • Task 8: Train Staff on Using the System (due in 8 weeks)
    ☐ Develop training materials ☐ Conduct training sessions ☐ Provide ongoing support and resources

Low Impact, Urgent

  • Task 5: Regularly Review and Respond to Feedback (due in 5 weeks)
    ☐ Set up a schedule for review ☐ Assign staff to respond to feedback ☐ Develop a system for escalating major issues
  • Task 9: Monitor System Usage and Make Adjustments as Needed (due in 9 weeks)
    ☐ Track system usage ☐ Identify any issues or areas for improvement ☐ Make necessary adjustments
  • Task 10: Regularly Review and Analyze Customer Interaction Data (due in 10 weeks)
    ☐ Set up a schedule for review ☐ Assign staff to analyze data ☐ Develop a system for escalating major issues