Client support queue briefing
Brief a client each week on their open support requests, what is waiting on them and what was resolved.
- Industry
- IT Services, MSPs and Dev Shops
- Team
- Client services
- Use case
- Project management, Client portals, Requests and exceptions
- Tags
- Client delivery
- Includes
- 1 database · 1 app
Template preview
Included items
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Dashboards
App · 1 embedded block (c-handoff-grid) · Requires sign-in
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IT service requests and SLA board
Database · Embedded view: Active queue board (Service requests dashboard) · Requires sign-in
Overview
What this template supports
A weekly client briefing from a managed IT provider's account manager. It embeds the active support queue from the service request database and lists requests that need the client's decision, resolved items, how to raise a new request, the month's request mix and the client's contacts, with a handoff block from the Dashboards app. A warning reminds the account manager to filter the embedded queue to one client before sharing.
- Embedded active queue database view
- Weekly stats row
- Waiting-on-you table
- Resolved this week checklist
- How-to-raise-a-request steps
- Request mix table
- Contacts panel
How to use this template
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Filter the queue to one client
Switch the embedded view to a saved view for the client before sharing.
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Fill the weekly summary
List what waits on the client and what was resolved since the last briefing.
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Check contacts
Confirm the contacts and next briefing date are current before sending.
Frequently asked questions
What does Client support queue briefing help me do?
Brief a client each week on their open support requests, what is waiting on them and what was resolved.
What is included in this template?
It includes Embedded active queue database view, Weekly stats row, Waiting-on-you table and Resolved this week checklist.
Who is this template designed for?
It is designed for Client services teams working in IT Services, MSPs and Dev Shops.
What should I review before using this template?
Switch the embedded view to a saved view for the client before sharing. List what waits on the client and what was resolved since the last briefing.
Can a client see other clients' requests?
Only if the unfiltered queue is shared. Filter the embedded view to one client first.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.