Free 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
- 100% Customizable, free editor
- Access 1 Million+ Templates, photo’s & graphics
- Download or share as a template
- Click and replace photos, graphics, text, backgrounds
- Resize, crop, AI write & more
- Access advanced editor
Enhance your customer service operations with Template.net's Customer Service Weekly To Do List Template. This customizable template helps you organize and manage weekly tasks to improve customer satisfaction. Editable in our AI Editor Tool, it allows for easy adjustments to meet specific service needs, ensuring top-notch customer support. Download it today!