Client Request and Issue Tracker Template

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Ensure prompt and efficient service by tracking client requests and issues with this comprehensive template. Designed specifically for technology services, this template helps you implement and test tracking systems, generate insightful reports, and continuously monitor and improve your processes.

With a focus on enhancing client satisfaction and retention, this step-by-step guide allows you to streamline your workflow and address client needs effectively.

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Client Request and Issue Tracker for Priority Matrix

Client Request and Issue Tracker in Priority Matrix

Track and manage client requests and issues efficiently to improve client satisfaction and retention.

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Proposed Tasks

High Impact, Immediate Attention

  • Task 1: Set Up Client Request Tracking System due in 1 week
    ☐ Choose a suitable tracking system ☐ Implement it into our workflow ☐ Train team on how to use it
  • Task 2: Test Client Request Tracking System due in 2 weeks
    ☐ Run a series of tests ☐ Identify any bugs or issues ☐ Make necessary adjustments

High Impact, Scheduled Tasks

  • Task 3: Implement Client Issue Tracking due in 3 weeks
    ☐ Choose a suitable issue tracking system ☐ Integrate it into our workflow ☐ Train team on how to use it
  • Task 4: Test Client Issue Tracking System due in 1 month
    ☐ Run a series of tests ☐ Identify any bugs or issues ☐ Make necessary adjustments

Low Impact, Immediate Attention

  • Task 5: Create Client Request and Issue Reports due in 6 weeks
    ☐ Compile data from tracking systems ☐ Generate reports ☐ Share reports with team and discuss improvements

Low Impact, Scheduled Tasks

  • Task 6: Review and Adjust Systems as Needed due in 2 months
    ☐ Review feedback from team and clients ☐ Make necessary adjustments to tracking systems ☐ Retest systems
  • Task 7: Continue Monitoring Client Requests and Issues due in 3 months
    ☐ Monitor tracking systems ☐ Generate regular reports ☐ Make adjustments as needed