Customer Feedback Tracking and Prioritization Template

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Ensure your fintech product meets customer needs by systematically tracking and prioritizing feedback. This template guides you through setting up a feedback collection system, analyzing and categorizing feedback, and creating actionable plans based on customer input.

By following this structured approach, you can address the most requested features and improvements promptly, ensuring a customer-centric product development process.

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Customer Feedback Tracking and Prioritization for Priority Matrix

Customer Feedback Tracking and Prioritization in Priority Matrix

Efficiently track and prioritize customer feedback to enhance your fintech product.

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Proposed Tasks

Urgent and Important

  • Setup Customer Feedback Collection System - due in 1 week
    ☐ Identify suitable tools for feedback collection ☐ Set up the tool on all customer touchpoints ☐ Train team on how to use the tool
  • Collect Initial Batch of Feedback - due in 2 weeks
    ☐ Monitor the feedback collection tool ☐ Collect and document all feedback
  • Prioritize Feedback Using Eisenhower Method - due in 5 weeks
    ☐ Apply Eisenhower matrix to feedback ☐ Document prioritized list of feedback
  • Share Feedback With Relevant Teams - due in 6 weeks
    ☐ Share prioritized feedback with development, design, and customer service teams
  • Create Action Plan Based on Feedback - due in 7 weeks
    ☐ Create a plan to address prioritized feedback ☐ Assign tasks to relevant teams
  • Final Review of Customer Feedback Project - due in 5 months
    ☐ Review entire customer feedback project ☐ Identify successes and areas for improvement

Important, Not Urgent

  • Categorize Collected Feedback - due in 3 weeks
    ☐ Sort feedback into categories ☐ Create a document listing all categorized feedback
  • Initial Feedback Analysis - due in 1 month
    ☐ Analyze categorized feedback ☐ Identify common trends and issues
  • Collect Feedback on Implemented Changes - due in 10 weeks
    ☐ Restart feedback collection process ☐ Collect feedback on recent changes
  • Review and Adjust Action Plan - due in 3 months
    ☐ Review feedback on recent changes ☐ Adjust action plan if necessary
  • Implement Adjusted Action Plan - due in 4 months
    ☐ Implement adjusted plan ☐ Monitor progress of teams

Urgent, Not Important

  • Monitor Implementation of Action Plan - due in 2 months
    ☐ Monitor progress of teams ☐ Address any issues or roadblocks