Related templates:

Project for Customer Success and Support Prioritization Template

More customer-success templates

Ensure high customer satisfaction and retention by effectively prioritizing and managing tasks related to customer success and support. This template uses a Priority Matrix to help you systematically address essential tasks, from developing strategies and implementing software to training teams and reviewing metrics.

By following this structured approach, you can enhance your customer success and support operations, leading to improved customer experiences and long-term loyalty.

Get this template on priority matrix

Project for Customer Success and Support Prioritization in Priority Matrix

Prioritize and manage customer success and support tasks to boost satisfaction and retention.

You can start using Project for Customer Success and Support Prioritization or other Customer-Success Project Templates with Priority Matrix in just a few steps:

Click to sign in or create an account in the system
Start adding your items to the matrix
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

Critical & Immediate

Task 1: Develop Customer Success Strategy due in 2 weeks
☐ Assess Current Customer Success Approach ☐ Identify Improvement Areas ☐ Develop Strategy
Task 6: Develop Customer Support Strategy due in 2 weeks
☐ Assess Current Support Approach ☐ Identify Improvement Areas ☐ Develop Strategy
Task 14: Develop Customer Feedback System due in 2 weeks
☐ Identify Key Feedback Areas ☐ Develop Feedback System ☐ Implement System
Task 16: Develop Customer Onboarding Process due in 2 weeks
☐ Identify Onboarding Needs ☐ Develop Onboarding Process ☐ Implement Process
Task 18: Develop Customer Satisfaction Survey due in 2 weeks
☐ Identify Key Survey Areas ☐ Develop Survey ☐ Implement Survey
Task 3: Implement Customer Success Software due in 3 weeks
☐ Research Software Options ☐ Choose Software ☐ Implement Software
Task 8: Implement Customer Support Software due in 3 weeks
☐ Research Software Options ☐ Choose Software ☐ Implement Software
Task 12: Develop Customer Retention Strategy due in 3 weeks
☐ Assess Current Retention Rates ☐ Identify Improvement Areas ☐ Develop Strategy
Task 20: Develop Customer Churn Reduction Strategy due in 3 weeks
☐ Identify Churn Causes ☐ Develop Churn Reduction Strategy ☐ Implement Strategy
Task 2: Hire Customer Success Manager due in 1 month
☐ Develop Job Description ☐ Post Job Listing ☐ Interview Candidates
Task 7: Hire Customer Support Manager due in 1 month
☐ Develop Job Description ☐ Post Job Listing ☐ Interview Candidates

Important & Not Immediate

Task 4: Train Team on Customer Success Strategy due in 1 month
☐ Develop Training Materials ☐ Hold Training Sessions ☐ Assess Training Effectiveness
Task 9: Train Team on Customer Support Strategy due in 1 month
☐ Develop Training Materials ☐ Hold Training Sessions ☐ Assess Training Effectiveness
Task 13: Implement Customer Retention Strategy due in 1 month
☐ Train Team on Strategy ☐ Implement Strategy ☐ Review Effectiveness

Less Important & Immediate

Task 5: Review Customer Support Tickets due in 1 week
☐ Collect Support Tickets ☐ Analyze Support Tickets ☐ Identify Common Issues
Task 15: Review Customer Feedback due in 1 week
☐ Collect Feedback ☐ Analyze Feedback ☐ Implement Changes
Task 17: Review Customer Onboarding Process due in 1 week
☐ Collect Feedback ☐ Analyze Feedback ☐ Implement Changes
Task 19: Review Customer Satisfaction Survey Results due in 1 week
☐ Collect Survey Results ☐ Analyze Results ☐ Implement Changes
Task 10: Review Customer Success Metrics due in 2 weeks
☐ Identify Key Metrics ☐ Collect Data ☐ Analyze Metrics
Task 11: Review Customer Support Metrics due in 2 weeks
☐ Identify Key Metrics ☐ Collect Data ☐ Analyze Metrics