Customer Query Prioritization Template

More customer-service templates

Ensure that your customer service team addresses the most important queries first with our Customer Query Prioritization template. Using the Quadrants method, this template helps you set up a tracking system, classify and prioritize queries, and delegate less important tasks efficiently.

By following this template, you can enhance customer satisfaction and service efficiency, ensuring critical issues are resolved promptly and effectively.

Get this template on priority matrix

Customer Query Prioritization for Priority Matrix

Customer Query Prioritization in Priority Matrix

Prioritize customer queries efficiently to ensure prompt resolution of critical issues and improved customer satisfaction.

You can start using Customer Query Prioritization or other Customer-Service Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Task 1: Set up customer query tracking system
    ☐ Identify a suitable tracking system ☐ Implement the system ☐ Test the system
  • Task 3: Classify customer queries
    ☐ Identify common types of queries ☐ Set criteria for classifying queries ☐ Classify existing queries
  • Task 4: Prioritize customer queries
    ☐ Set criteria for prioritizing queries ☐ Prioritize existing queries ☐ Update tracking system with priority levels

Important, Not Urgent

  • Task 10: Regularly review query classifications and priorities
    ☐ Review query classifications and priorities regularly ☐ Adjust as necessary based on changes in business needs
  • Task 2: Train team on using the tracking system
    ☐ Develop training materials ☐ Conduct training sessions ☐ Follow up on any queries
  • Task 6: Monitor query resolution
    ☐ Monitor progress on query resolution ☐ Update tracking system with resolution status
  • Task 8: Review and refine query handling process
    ☐ Review query handling process for efficiency ☐ Identify areas for improvement ☐ Implement improvements

Urgent, Not Important

  • Task 5: Assign queries to team members
    ☐ Assign queries based on expertise and workload ☐ Update tracking system with assignments
  • Task 7: Follow up on resolved queries
    ☐ Follow up with customers to confirm resolution ☐ Update tracking system with follow-up status

Neither Urgent nor Important

  • Task 9: Delegate less important queries
    ☐ Identify less important queries ☐ Assign these queries to junior team members or automated systems