SayPro Feedback Analysis Template: A tool to categorize and prioritize client feedback.

feedback Analysis Template
Purpose

The SayPro Feedback Analysis Template is a structured tool designed to help teams efficiently categorize, evaluate, and prioritize client feedback. It ensures that client voices are not only heard but translated into actionable improvements that align with SayPro’s strategic goals, service standards, and client expectations.

🔹 Section 1: Feedback Overview

| Field | Details |
| | — |
| Feedback ID | \[Auto-generated or manually assigned unique identifier] |
| Date Received | \[DD/MM/YYYY] |
| Client Name/Organization | \[Full name or company name] |
| Submitted By | \[Client representative or user name] |
| Channel of Submission | \[Email, Survey, Call, Meeting, Website Form, Social Media, etc.] |
| Associated Project/Service | \[Relevant SayPro service or project title] |

🔹 Section 2: Feedback Content

| Feedback Summary | Detailed Description |
| | — |
| Short Description | \[1-2 sentence summary of the feedback] |
| Full Client Comment (Verbatim) | \[Copy/paste the original message or note transcription] |
| Attachments / Evidence | \[Screenshots, documents, or call notes if applicable] |

🔹 Section 3: Categorization of Feedback

| Category (Select all that apply) | Description |
| | — |
| \[ ] Product or Service Quality | Issues with deliverables, effectiveness, or features |
| \[ ] Communication | Concerns about responsiveness, tone, or clarity |
| \[ ] Timeliness / Delivery | Delays, missed deadlines, or scheduling issues |
| \[ ] Usability / Experience | Difficulty using a product, platform, or service |
| \[ ] Technical / System Issue | Bugs, glitches, errors in software or tools |
| \[ ] Pricing / Invoicing | Disputes or confusion regarding billing or pricing |
| \[ ] Support and Customer Care | Positive or negative feedback on support interactions |
| \[ ] Suggestions / Improvement Ideas | Client-proposed enhancements or feature requests |
| \[ ] Praise / Positive Experience | Compliments or expressions of satisfaction |
| \[ ] Compliance / Legal Concern | Any issues involving contracts, data protection, etc. |

🔹 Section 4: Priority and Impact Assessment

| Criteria | Rating / Notes |
| — | — |
| Urgency Level | \[ ] High \[ ] Medium \[ ] Low |
| Impact Level | \[ ] High (Affects multiple clients or core services) |
| | \[ ] Medium (Affects one project or non-core function) |
| | \[ ] Low (Minor or cosmetic issue) |
| Frequency | \[ ] Recurring issue \[ ] One-time feedback |
| Client Tier / Value | \[ ] Strategic Client \[ ] Regular Client \[ ] One-time Client |
| Risk Level | \[ ] High (May lead to loss of business or legal action) |
| | \[ ] Medium (Affects client satisfaction) |
| | \[ ] Low (Minimal consequences) |

🔹 Section 5: Action Plan

| Assigned To | \[Team member or department responsible for resolution] |
| — | — |
| Proposed Actions | \[Outline of steps to be taken, e.g., fix issue, improve process] |
| Resolution Deadline | \[DD/MM/YYYY] |
| Status | \[ ] Open \[ ] In Progress \[ ] Resolved \[ ] Deferred |
| Client Notified? | \[ ] Yes \[ ] No — Date: \_\_\_\_\_\_\_\_ |
| Internal Notes | \[Any relevant discussion, background info, or obstacles] |

🔹 Section 6: Resolution Summary

| Outcome Summary | Details |
| – | – |
| Action Taken | \[Brief explanation of what was done to address the feedback] |
| Client Response (if any) | \[Client reaction or follow-up comments after resolution] |
| Lessons Learned / Root Cause | \[Insights gained or issues identified during analysis] |
| Follow-Up Actions | \[Plans for permanent fixes, training, process updates, etc.] |

🔹 Section 7: Feedback Trends and Reporting (Optional for Team Use)

| Metric / Insight | Data Point |
| – | |
| Number of Similar Cases This Month | \[# of similar feedback items received recently] |
| Feedback Category with Highest Frequency | \[e.g., Communication, Usability, Pricing] |
| Average Resolution Time | \[e.g., 2 days, 5 business days] |
| Satisfaction Change (Before vs. After Resolution) | \[Client satisfaction score trend if available] |

🔹 Template Usage Instructions

Each piece of client feedback should be logged using this template within 24 hours of receipt.
Categorization and priority ratings should be discussed with relevant team leads if unclear.
Updates to status and actions should be tracked in real-time until closure.
Quarterly reviews of feedback trends should be conducted to inform strategic decisions and continuous improvement initiatives.

Conclusion

The SayPro Feedback Analysis Template ensures a professional, structured approach to managing client feedback. By organizing feedback systematically, SayPro can identify trends, act on opportunities for improvement, and reinforce its commitment to delivering excellent client service and operational transparency.

Would you like this in Excel/Google Sheets format, or as a form or dashboard interface for your team to use collaboratively?