Free Customer Service Weekly To Do List Template
Customer Service Weekly To Do List
Prepared by: [YOUR NAME]
A. Overview
This document outlines the weekly tasks and responsibilities for the Customer Service team to ensure consistent, high-quality service to our customers. Each task is assigned to specific team members and includes deadlines and priority levels.
B. Weekly Schedule
Task |
Assigned To |
Deadline |
Priority |
Status |
---|---|---|---|---|
Monitor customer inquiries |
Chris Blue |
Daily |
High |
In Progress |
Resolve escalated issues |
Jane Doe |
Daily |
High |
Pending |
Update FAQ section |
Lisa Brown |
Wednesday 12 PM |
Medium |
Not Started |
Conduct training sessions |
Mike Jones |
Friday 3 PM |
Medium |
Scheduled |
Review and analyze feedback |
Sarah Lee |
Thursday 5 PM |
Low |
Completed |
Process returns and refunds |
Tom White |
Daily |
High |
In Progress |
Follow up with customers |
Emily Clark |
Tuesday 4 PM |
Medium |
Pending |
Document common issues |
David Green |
Friday 10 AM |
Medium |
Not Started |
Manage social media queries |
Anna Black |
Daily |
High |
In Progress |
C. Daily Tasks
1. Monitor Customer Inquiries
-
Description: Continuously monitor and respond to customer inquiries through various channels (email, phone, chat).
-
Deadline: End of each business day
-
Priority: High
2. Resolve Escalated Issues
-
Description: Address and resolve issues that have been escalated by front-line staff.
-
Deadline: End of each business day
-
Priority: High
3. Process Returns and Refunds
-
Description: Handle all return requests and process refunds in a timely manner.
-
Deadline: End of each business day
-
Priority: High
4. Manage Social Media Queries
-
Description: Monitor and respond to customer queries on social media platforms.
-
Deadline: End of each business day
-
Priority: High
D. Midweek Tasks
1. Update FAQ Section
-
Description: Review and update the FAQ section on the website to ensure information is current.
-
Deadline: Wednesday 12 PM
-
Priority: Medium
2. Follow Up with Customers
-
Description: Contact customers for follow-up on previous inquiries or issues.
-
Deadline: Tuesday 4 PM
-
Priority: Medium
E. End of Week Tasks
1. Conduct Training Sessions
-
Description: Organize and conduct training sessions for new customer service representatives.
-
Deadline: Friday 3 PM
-
Priority: Medium
2. Document Common Issues
-
Description: Maintain a record of recurring customer issues and possible solutions.
-
Deadline: Friday 10 AM
-
Priority: Medium
F. Analysis and Feedback
1. Review and Analyze Feedback
-
Description: Collect and analyze customer feedback to identify areas for improvement.
-
Deadline: Thursday 5 PM
-
Priority: Low