Client Support Issue and Inquiry Tracking Template

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Ensure your clients receive timely and effective support by tracking all issues and inquiries efficiently. This template provides a comprehensive guide to setting up a centralized support system, categorizing client issues, and establishing a priority matrix for prompt resolution.

By following this template, you can enhance client satisfaction, foster loyalty, and encourage repeat business through meticulous issue tracking and resolution.

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Client Support Issue and Inquiry Tracking for Priority Matrix

Client Support Issue and Inquiry Tracking in Priority Matrix

Track and resolve client support issues efficiently to maintain high satisfaction and loyalty.

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Proposed Tasks

Urgent and Important

  • Task 1: Set up a centralized support system
    ☐ Research on best support systems ☐ Choose a suitable system ☐ Configure the system
  • Task 2: Train team on the new support system
    ☐ Create a training schedule ☐ Conduct training sessions ☐ Ensure all team members are comfortable with the system
  • Task 6: Set up a system for tracking issue resolution time
    ☐ Define acceptable resolution times for different issue categories ☐ Implement tracking in the support system

Important but Not Urgent

  • Task 3: Create a client issue categorization system
    ☐ Identify common client issues ☐ Define categories ☐ Implement categorization in the support system
  • Task 4: Establish a priority matrix for client issues
    ☐ Define parameters for urgency and importance ☐ Implement priority matrix in the support system
  • Task 8: Develop a client satisfaction survey
    ☐ Identify key satisfaction indicators ☐ Design the survey
  • Task 9: Implement the client satisfaction survey in the support system
    ☐ Configure the survey in the system ☐ Test the survey

Urgent but Not Important

  • Task 10: Regularly review and update the client satisfaction survey
    ☐ Schedule regular reviews ☐ Update survey based on client feedback and satisfaction trends
  • Task 5: Regularly review and update priority matrix
    ☐ Schedule regular reviews ☐ Update matrix based on client feedback and issue trends
  • Task 7: Regularly review and update issue resolution time tracking
    ☐ Schedule regular reviews ☐ Update tracking based on client feedback and issue trends