Prioritizing Customer Queries with Eisenhower Method Template

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Enhance your customer support by prioritizing queries based on urgency and importance using the Eisenhower Matrix. This template guides Customer Success Managers in the ICT industry through a structured approach to handle high volumes of customer queries.

By implementing this method, you can ensure critical issues are addressed promptly, leading to improved customer satisfaction and streamlined query management.

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Prioritizing Customer Queries with Eisenhower Method for Priority Matrix

Prioritizing Customer Queries with Eisenhower Method in Priority Matrix

Prioritize customer queries effectively to ensure top-tier service using the Eisenhower Matrix.

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Proposed Tasks

Urgent and Important

  • Task 1 - Incoming Query Analysis
    ☐ Identify the query ☐ Determine its urgency ☐ Determine its importance
  • Task 10 - Improvement Plan Based on Feedback
    ☐ Identify areas for improvement ☐ Plan improvements ☐ Implement improvements
  • Task 2 - Urgent and Important Query Resolution
    ☐ Identify solution ☐ Implement solution ☐ Follow up with customer

Important, Not Urgent

  • Task 3 - Important, Not Urgent Query Planning
    ☐ Identify solution ☐ Plan implementation ☐ Communicate plan to customer
  • Task 6 - Weekly Review of Queries
    ☐ Review all queries from the week ☐ Identify trends ☐ Plan for future scenarios
  • Task 7 - Monthly Report on Query Handling
    ☐ Compile data from weekly reviews ☐ Write report ☐ Share report with team
  • Task 8 - Training Session for Handling Queries
    ☐ Plan training session ☐ Conduct training session ☐ Collect feedback
  • Task 9 - Customer Feedback Collection
    ☐ Design feedback form ☐ Send feedback form to customers ☐ Analyze feedback

Urgent, Not Important

  • Task 4 - Urgent, Not Important Query Delegation
    ☐ Identify appropriate delegate ☐ Communicate query and solution ☐ Follow up on resolution

Not Urgent, Not Important

  • Task 5 - Not Urgent, Not Important Query Review
    ☐ Review query ☐ Plan for future reference