GTD Task Tracking for Customer Success Template

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In the fast-paced online gambling industry, effective time management is crucial. This template helps you visualize tasks and deadlines using a Priority Matrix, ensuring no deadlines are missed and all tasks are completed on time.

By using this template, Customer Success Managers can improve overall productivity, manage their time efficiently, and enhance customer satisfaction.

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GTD Task Tracking for Customer Success for Priority Matrix

GTD Task Tracking for Customer Success in Priority Matrix

Visualize and manage tasks efficiently to enhance productivity and customer satisfaction in the online gambling industry.

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Proposed Tasks

Critical and Immediate

  • Task 1: Weekly Report due in 1 day
    ☐ Compile customer data ☐ Analyze customer behavior ☐ Prepare report
  • Task 3: Answer customer queries due in 2 days
    ☐ Review customer queries ☐ Prepare responses ☐ Coordinate with support team
  • Task 6: Review customer complaints due in 1 week
    ☐ Review complaints ☐ Coordinate with support team ☐ Address issues

Critical but Not Immediate

  • Task 2: Monthly meeting prep due in 1 week
    ☐ Review past meeting notes ☐ Prepare agenda ☐ Coordinate with team
  • Task 7: Train new team member due in 2 weeks
    ☐ Prepare training material ☐ Conduct training sessions ☐ Monitor progress
  • Task 5: Send customer satisfaction survey due in 1 month
    ☐ Prepare survey ☐ Distribute to customers ☐ Monitor responses
  • Task 9: Prepare for quarterly review due in 2 months
    ☐ Review past quarter performance ☐ Prepare presentation ☐ Practice presentation

Not Critical but Immediate

  • Task 4: Update customer database due in 3 days
    ☐ Update customer records ☐ Verify data accuracy ☐ Backup data
  • Task 8: Review service level agreements due in 1 month
    ☐ Review SLAs ☐ Ensure compliance ☐ Address non-compliance issues

Not Critical or Immediate

  • Task 10: Update customer success strategy due in 3 months
    ☐ Review current strategy ☐ Identify improvements ☐ Update strategy