Property Inquiry Prioritization Project Template

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Enhance your real estate customer service by prioritizing property inquiries based on urgency and importance. This template guides you through setting up an inquiry tracking system, training staff, and applying the Eisenhower method to ensure critical inquiries are addressed promptly.

By following this structured approach, you can improve response times, customer satisfaction, and ultimately, sales. Regular reviews and feedback loops ensure the system remains effective and adaptable to your business needs.

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Property Inquiry Prioritization Project for Priority Matrix

Property Inquiry Prioritization Project in Priority Matrix

Prioritize and manage property inquiries efficiently with a structured approach using the Priority Matrix.

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Proposed Tasks

Neither Urgent nor Important

  • Address Customer Complaints - as needed
    ☐ Listen to customer complaints ☐ Address their issues promptly and professionally
  • Address Q1 Inquiries - daily
    ☐ Identify any Q1 inquiries ☐ Address them as soon as possible
  • Celebrate Successes - ongoing
    ☐ Recognize team members for their hard work ☐ Celebrate improvements in customer service and sales
  • Improve Customer Service - ongoing
    ☐ Identify ways to improve the inquiry experience for customers ☐ Implement any changes or improvements
  • Meet with Team - weekly
    ☐ Discuss any issues or concerns ☐ Address any questions about the prioritization process
  • Monitor Customer Satisfaction - ongoing
    ☐ Gather feedback from customers on their inquiry experience ☐ Identify areas for improvement
  • Monitor Inquiry Volume - ongoing
    ☐ Keep an eye on the number of inquiries received ☐ Ensure the system can handle the volume
  • Monitor Response Times - ongoing
    ☐ Track how quickly inquiries are being addressed ☐ Identify any delays or bottlenecks
  • Plan Responses to Q2 Inquiries - daily
    ☐ Identify any Q2 inquiries ☐ Schedule time to address them
  • Respond to Q3 Inquiries - daily
    ☐ Identify any Q3 inquiries ☐ Address them when time allows
  • Review Customer Feedback - monthly
    ☐ Go through customer feedback ☐ Identify any common issues or complaints
  • Review Inquiry Responses - weekly
    ☐ Check that all inquiries have been addressed ☐ Review the quality of responses
  • Review Prioritization System Monthly - ongoing
    ☐ Check that the system is still serving the business needs ☐ Make any necessary updates or changes
  • Schedule Q4 Inquiries - daily
    ☐ Identify any Q4 inquiries ☐ Schedule them for a quieter time
  • Train New Staff - as needed
    ☐ Provide training on the inquiry tracking and prioritization system ☐ Ensure they understand the process
  • Update Inquiry Tracking System - as needed
    ☐ Make any necessary adjustments to the system ☐ Implement any new features or tools
  • Set Up Inquiry Tracking System - due in 1 week
    ☐ Choose a tracking system ☐ Customize it to fit the business needs ☐ Test the system
  • Train Staff on Tracking System - due in 2 weeks
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Address any questions or confusion
  • Implement Inquiry Prioritization - due in 3 weeks
    ☐ Explain the Eisenhower method to the team ☐ Demonstrate how to apply it to inquiries ☐ Ensure everyone understands the process
  • Review First Week of Implementation - due in 1 month
    ☐ Gather feedback from the team ☐ Make any necessary adjustments to the system or process