IT Services Request & Sales Query Management Template

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In a busy IT services environment, managing and prioritizing incoming requests and sales queries is crucial for ensuring efficient and effective service. This template helps you track, prioritize, and manage all incoming IT service requests and sales queries using the quadrants method.

By following this structured approach, you can identify urgent and important tasks, streamline communication, and improve overall service quality. This template includes step-by-step tasks and criteria to ensure your team is well-equipped to handle all requests and queries effectively.

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IT Services Request & Sales Query Management for Priority Matrix

IT Services Request & Sales Query Management in Priority Matrix

Efficiently manage and prioritize IT service requests and sales queries using a structured approach.

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Proposed Tasks

Urgent and Important

  • Task 1: Set Up Project Management Tool (due in 2 days)
    ☐ Choose a project management tool ☐ Set up accounts for team members ☐ Train team on how to use tool
  • Task 2: Establish Communication Channels (due in 3 days)
    ☐ Decide on communication tools ☐ Set up channels ☐ Inform team of the channels
  • Task 4: Implement Service Request Prioritization (due in 10 days)
    ☐ Integrate criteria into project management tool ☐ Test prioritization process ☐ Adjust as necessary
  • Task 6: Implement Sales Query Prioritization (due in 10 days)
    ☐ Integrate criteria into project management tool ☐ Test prioritization process ☐ Adjust as necessary

Important but not Urgent

  • Task 10: Monthly Report on Sales Queries (due last day of each month)
    ☐ Compile data on sales queries ☐ Analyze data ☐ Present report to management
  • Task 9: Monthly Report on Service Requests (due last day of each month)
    ☐ Compile data on service requests ☐ Analyze data ☐ Present report to management
  • Task 3: Define Service Request Prioritization Criteria (due in 1 week)
    ☐ Identify criteria for urgency ☐ Identify criteria for importance ☐ Train team on criteria
  • Task 5: Define Sales Query Prioritization Criteria (due in 1 week)
    ☐ Identify criteria for urgency ☐ Identify criteria for importance ☐ Train team on criteria

Urgent but not Important

  • Task 7: Weekly Review of Service Requests (due every Friday)
    ☐ Review all service requests ☐ Adjust priorities as necessary ☐ Address any issues
  • Task 8: Weekly Review of Sales Queries (due every Friday)
    ☐ Review all sales queries ☐ Adjust priorities as necessary ☐ Address any issues