Customer Request Prioritization Template

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Enhance your customer service efficiency by prioritizing customer requests using a Priority Matrix. This template helps you focus on urgent and important issues while delegating or scheduling less urgent ones.

By following the steps outlined in this template, you can ensure prompt and effective handling of customer issues, leading to higher customer satisfaction and retention.

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Customer Request Prioritization for Priority Matrix

Customer Request Prioritization in Priority Matrix

Prioritize customer requests to ensure timely, effective responses and high satisfaction.

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Proposed Tasks

Urgent and Important

  • Task 1 due in 1 day
    ☐ Identify top 5 customer requests ☐ Assign priority level ☐ Respond to customer
  • Task 3 due in 1 week
    ☐ Review customer feedback ☐ Adjust priority settings if necessary
  • Task 6 due in 1 month
    ☐ Follow up with customers on resolution of their requests
  • Task 9 due in 7 weeks
    ☐ Monitor system for efficiency
  • Task 10 due in 2 months
    ☐ Follow up with customers on resolution of their requests
  • Task 14 due in 13 weeks
    ☐ Follow up with customers on resolution of their requests
  • Task 13 due in 3 months
    ☐ Monitor system for efficiency
  • Task 17 due in 17 weeks
    ☐ Monitor system for efficiency
  • Task 18 due in 18 weeks
    ☐ Follow up with customers on resolution of their requests

Important, Not Urgent

  • Task 2 due in 3 days
    ☐ Create schedule for handling non-urgent requests ☐ Assign staff to handle these requests
  • Task 5 due in 3 weeks
    ☐ Review system for efficiency ☐ Make adjustments if necessary
  • Task 8 due in 6 weeks
    ☐ Train staff on priority matrix
  • Task 12 due in 10 weeks
    ☐ Train staff on priority matrix
  • Task 16 due in 4 months
    ☐ Train staff on priority matrix
  • Task 20 due in 21 weeks
    ☐ Train staff on priority matrix

Urgent, Not Important

  • Task 4 due in 2 weeks
    ☐ Delegate non-important tasks to junior staff

Not Urgent, Not Important

  • Task 7 due in 5 weeks
    ☐ Review customer feedback ☐ Adjust priority settings if necessary
  • Task 11 due in 9 weeks
    ☐ Review customer feedback ☐ Adjust priority settings if necessary
  • Task 15 due in 14 weeks
    ☐ Review customer feedback ☐ Adjust priority settings if necessary
  • Task 19 due in 5 months
    ☐ Review customer feedback ☐ Adjust priority settings if necessary