This easy-to-use template is designed for professional services teams to ensure client requests are handled quickly and that their expectations are documented clearly. Track requests from creation to outcome with full transparency in between.
Accelerate professional service requests with this template
How to use Wrike’s professional services request management template
When your template is fully loaded into your workspace, you’ll see that the first task in your ‘Intake’ folder is a preloaded how-to guide to get your team up and running. The guide will show you how to:
- Provide a request queue for intake
- Set up a custom workflow to track work stages
- Create blueprints with dummy documents
- Get high-level reports on outcomes of requests