Customer Feedback Log

Customer feedback can be used to guide development and motivate teams at an all-hands meeting. But some circumstances, say a threat of legal action, feedback must be addressed immediately. With this template, you can get a head start on making that feedback concrete and actionable. Keep this template readily available to customer-facing roles, such as customer success and sales teams.

Copy Task

Title

[Positive or Negative?] High-level summary of the feedback [Name of the client or company]

Description

Customer Name

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Company Name

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Plan

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How long has the customer been with us?

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How did the conversation start?

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What was the issue?

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Which teams were involved in this process?

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How did these teams impact their experience?

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Tips

  • In tools that allow subtasks or checklists, you can add subtasks to represent a review cycle or actions needed after receiving certain kinds of feedback (eg. a “legal team review” task)
  • This kind of task can benefit from a priority field, whether it’s natively available in your tool or can added as a custom field. Examples of priorities for this field include Positive feedback, Legal review required, Escalated to team lead, and Being watched.