Customer Inquiry Management Project Template

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Ensure all customer inquiries are handled efficiently and effectively with this comprehensive management template. From setting up a tracking system to categorizing and assigning inquiries, this template covers all essential steps.

By following this template, you can prioritize inquiries, provide timely responses, and maintain high levels of customer satisfaction, ensuring a smooth and organized workflow for your team.

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Customer Inquiry Management Project for Priority Matrix

Customer Inquiry Management Project in Priority Matrix

Manage and prioritize customer inquiries for timely responses and high satisfaction.

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Proposed Tasks

High Impact, Immediate Response

  • Categorize incoming inquiries - ongoing task
    ☐ Sort inquiries based on urgency and impact ☐ Assign appropriate labels
  • Follow up on high-impact inquiries - ongoing task
    ☐ Check progress on high-impact inquiries daily ☐ Ensure customers are updated regularly
  • Handle escalated inquiries - ongoing task
    ☐ Identify escalated inquiries ☐ Coordinate with relevant parties to resolve issues ☐ Ensure customer satisfaction
  • Set up customer inquiry tracking system - due in 2 days
    ☐ Choose a suitable tracking system ☐ Configure the system according to our needs ☐ Test the system

High Impact, Scheduled Response

  • Assign inquiries to team members - ongoing task
    ☐ Assign high-impact inquiries to experienced team members ☐ Distribute other inquiries evenly among team members
  • Follow up on other inquiries - ongoing task
    ☐ Check progress on other inquiries weekly ☐ Ensure customers are updated regularly
  • Train team members on inquiry handling - due in 2 weeks
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Monitor performance and provide feedback

Low Impact, Immediate Response

  • Prepare weekly reports on inquiry handling - ongoing task
    ☐ Collect data from tracking system ☐ Analyze data ☐ Prepare and distribute reports
  • Review and improve inquiry handling process - due in 1 month
    ☐ Collect feedback from team members ☐ Identify areas for improvement ☐ Implement changes

Low Impact, Scheduled Response

  • Maintain inquiry tracking system - due in 3 months
    ☐ Monitor system performance ☐ Carry out necessary updates and maintenance