Customer Issue Prioritization Template

More customer-service templates

Ensure your customer service team focuses on the most urgent and high-impact issues first with the Customer Issue Prioritization template. By implementing the Eisenhower Matrix, you can efficiently categorize and address critical customer cases, enhancing overall customer satisfaction.

This template guides you through setting up a tracking system, conducting regular reviews, and providing ongoing training to ensure your team remains adept at prioritizing customer issues effectively.

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Customer Issue Prioritization for Priority Matrix

Customer Issue Prioritization in Priority Matrix

Prioritize and resolve urgent and high-impact customer issues promptly using the Eisenhower Matrix.

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Proposed Tasks

Urgent & Important

  • Implement Eisenhower Matrix
    Create and implement the Eisenhower Matrix to categorize all incoming customer issues. ☐ Set up the matrix ☐ Train the team to use it ☐ Monitor its use ☐ Adjust as needed
  • Set up Customer Issue Tracking System
    Establish a system to track all customer issues. ☐ Choose a tracking tool ☐ Set it up ☐ Train the team to use it

Important, Not Urgent

  • Periodic Training Refreshers
    Provide periodic training refreshers to the team on the use of the Eisenhower Matrix and the issue tracking system. ☐ Plan the training ☐ Conduct the training ☐ Get feedback
  • Weekly Review of Matrix
    Conduct a weekly review of the Eisenhower Matrix to ensure it's being used effectively. ☐ Review the matrix ☐ Identify any issues ☐ Make adjustments

Urgent, Not Important

  • Daily Monitoring of Incoming Issues
    Monitor incoming customer issues daily to ensure they're being categorized correctly in the Eisenhower Matrix. ☐ Monitor issues ☐ Correct any mis-categorizations
  • Daily Monitoring of Issue Resolution
    Monitor the resolution of customer issues daily to ensure they're being handled in order of their categorization in the Eisenhower Matrix. ☐ Monitor resolution ☐ Ensure prioritization is being followed

Not Urgent & Not Important

  • Monthly Report on Customer Issues
    Prepare a monthly report on customer issues, their categorization, and their resolution. ☐ Collect data ☐ Prepare report ☐ Present report
  • Quarterly Review of Customer Issue Trends
    Conduct a quarterly review of customer issue trends to identify any patterns or areas for improvement. ☐ Collect data ☐ Analyze trends ☐ Make recommendations