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Customer problem record

What makes a customer problem sufficiently clear and evidenced for prioritization?

Template preview

Start with a clear working structure.

The customer problem record turns a recurring piece of work into a record that another person can understand and continue. The working view makes who, job, and context visible so discussion can move from general opinion to a specific action or decision.

Customer problem recordGuided working template
Step 1Context and intent

Complete who with the specific fact, choice, evidence, owner, and review implication required by the customer problem record. Describe the observable problem, who experiences it, why it matters, and the evidence that distinguishes causes from symptoms. Complete the remaining items so this section is ready for review and use.

Step 2Assessment and design

Complete prevalence with the specific fact, choice, evidence, owner, and review implication required by the customer problem record. Complete severity with the specific fact, choice, evidence, owner, and review implication required by the customer problem record. Complete the remaining items so this section is ready for review and use.

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