Customer Follow-up Project Template

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Maximize your plumbing service quality and customer satisfaction with our Customer Follow-up Project template. This step-by-step guide helps you schedule and track follow-ups effectively, ensuring that each job is completed to the highest standards. By conducting timely follow-ups, you can build strong customer relationships and foster loyalty.

Use this template to create a comprehensive follow-up list, schedule immediate and planned follow-ups, evaluate customer feedback, and implement improvements. Keep your customers happy and maintain a high standard of service with this easy-to-follow template.

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Customer Follow-up Project for Priority Matrix

Customer Follow-up Project in Priority Matrix

Ensure high service quality and customer satisfaction with structured follow-ups.

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Proposed Tasks

High Impact, Immediate Action

  • Task 1: Create customer follow-up list due in 1 day
    ☐ Create a comprehensive list of all customers that need follow-up ☐ Include details such as their contact information, service provided, and date of service
  • Task 2: Schedule immediate follow-ups due in 2 days
    ☐ Identify the customers that need immediate follow-ups ☐ Schedule these follow-ups in your calendar
  • Task 3: Conduct immediate follow-ups due in 3 days
    ☐ Conduct the scheduled follow-ups ☐ Record the outcome of each follow-up

High Impact, Planned Action

  • Task 4: Schedule planned follow-ups due in 1 week
    ☐ Identify the customers that need planned follow-ups ☐ Schedule these follow-ups in your calendar
  • Task 5: Conduct planned follow-ups due in 2 weeks
    ☐ Conduct the scheduled follow-ups ☐ Record the outcome of each follow-up

Low Impact, Immediate Action

  • Task 6: Evaluate customer feedback due in 3 weeks
    ☐ Analyze the feedback received from customers ☐ Identify areas of improvement
  • Task 10: Update customer follow-up list due in 7 weeks
    ☐ Update the customer follow-up list with new customers

Low Impact, Planned Action

  • Task 7: Implement improvements due in 4 weeks
    ☐ Implement identified improvements in your service
  • Task 8: Reschedule follow-ups for unsatisfied customers due in 5 weeks
    ☐ Identify customers who were unsatisfied with the service ☐ Reschedule follow-ups with these customers
  • Task 9: Conduct follow-ups for unsatisfied customers due in 6 weeks
    ☐ Conduct follow-ups with unsatisfied customers ☐ Address their concerns and ensure their satisfaction