SayPro Client Feedback Log Template: A template to ensure that all client feedback is documented and reflected in the bid management system. SayPro Monthly January SCMR-1 SayPro Monthly Data Management: Manage and maintain data within bid management software by SayPro Tenders Bidding SCMR
SayPro Client Feedback Log Template
Objective:
Ensure that all client feedback is systematically recorded and reflected in the bid management system, enabling effective follow-up actions and ensuring that client expectations are met.
Client Feedback Log
Log Date:
Enter the date of the log.
Prepared By:
Enter the name of the person responsible for documenting client feedback.
Feedback Log Overview:
| Feedback ID | Bid ID | Client Name | Project Name | Feedback Date | Feedback Description | Action Required | Responsible Party | Deadline for Action | Status | Follow-up Date | Resolved (Yes/No) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FDBK-001 | BID-001 | Client A | Project A | 02/02/2025 | Requested more details on timeline | Provide detailed timeline breakdown | John Doe | 05/02/2025 | Pending | 05/02/2025 | No |
| FDBK-002 | BID-002 | Client B | Project B | 03/02/2025 | Clarified project budget limits | Revise budget and resubmit | Jane Smith | 07/02/2025 | Completed | 06/02/2025 | Yes |
| FDBK-003 | BID-003 | Client C | Project C | 04/02/2025 | Asked for alternative technical solution | Review alternatives and submit | Sarah Lee | 08/02/2025 | Pending | 08/02/2025 | No |
Detailed Client Feedback Information:
Feedback ID: FDBK-001
- Bid ID: BID-001
- Client Name: Client A
- Project Name: Project A
- Feedback Date: 02/02/2025
- Feedback Description:
- Client requested more detailed information on the project timeline to better understand key milestones and deadlines.
- Action Required:
- Provide a detailed breakdown of the project timeline, including major milestones, deliverables, and deadlines.
- Responsible Party: John Doe (Bid Manager)
- Deadline for Action: 05/02/2025
- Status: Pending
- Follow-up Date: 05/02/2025
- Resolved (Yes/No): No
Feedback ID: FDBK-002
- Bid ID: BID-002
- Client Name: Client B
- Project Name: Project B
- Feedback Date: 03/02/2025
- Feedback Description:
- Client clarified the budget limits and requested a revision of the proposal to fit within the revised budget.
- Action Required:
- Revise the project proposal and budget, then resubmit to Client B for approval.
- Responsible Party: Jane Smith (Bid Writer)
- Deadline for Action: 07/02/2025
- Status: Completed
- Follow-up Date: 06/02/2025
- Resolved (Yes/No): Yes
Feedback ID: FDBK-003
- Bid ID: BID-003
- Client Name: Client C
- Project Name: Project C
- Feedback Date: 04/02/2025
- Feedback Description:
- Client requested an alternative technical solution for certain project components that may reduce costs.
- Action Required:
- Review potential alternative solutions and submit a revised proposal.
- Responsible Party: Sarah Lee (Technical Lead)
- Deadline for Action: 08/02/2025
- Status: Pending
- Follow-up Date: 08/02/2025
- Resolved (Yes/No): No
Feedback Summary:
- Total Number of Feedback Entries: 3
- Total Number of Actions Completed: 1
- Total Number of Pending Actions: 2
- Total Number of Resolved Feedbacks: 1
- Next Follow-Up Scheduled:
- Follow up with Client A on timeline details by 05/02/2025.
- Follow up with Client C regarding the alternative technical solution by 08/02/2025.
Client Feedback Confirmation:
- Client A Feedback Confirmation:
(Include any additional comments or notes from Client A confirming the request, or follow-up communication.) - Client B Feedback Confirmation:
(Include any notes or confirmation that the feedback from Client B was addressed and accepted.) - Client C Feedback Confirmation:
(Include any comments from Client C regarding the technical solution feedback.)
Key Notes:
- Feedback Action Tracking:
All feedback should be tracked through this log, and action items should be followed up promptly to ensure that the client’s requests are met on time. - Status Codes:
- Pending: Feedback has been received, and action is in progress.
- Completed: Action for feedback has been completed and resolved.
- Resolved (Yes/No): Indicate whether the action required has been successfully implemented and the client’s concerns addressed.
By maintaining this Client Feedback Log, SayPro can ensure that all feedback from clients is accurately recorded, actioned, and followed up in a timely manner, ensuring effective communication and satisfaction throughout the bid process.
Leave a Reply