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

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