User Feedback → Roadmap Pipeline Template
Stop losing feedback between intake and roadmap
Customer insights lose impact when they jump between Slack, CRM notes, and roadmap docs. This template centralizes intake, triage, opportunity framing, and follow-up so product and customer teams move in lockstep. Start in Intake Inbox, duplicate the Feedback Snapshot card, and log the reporter, tier, source link, and attachments on the spot. As cards progress, labels highlight urgency, Opportunity Briefs capture problem statements, and prioritization scorecards keep review meetings focused. The Update & Follow-up stage captures the final decision, applies the Closed loop tag, and archives the card in one place.
- Capture every insight in standardized Feedback Snapshot cards
- See priorities at a glance with Feature request, Bug report, Revenue impact tags
- Assign owners and due dates on Prioritization Queue cards before roadmap reviews
- Close the loop faster by duplicating the Customer Comms template
Start in Intake Inbox
Open the Intake Inbox stage and duplicate the Feedback Snapshot template for every new report. Fill in the reporter, customer tier, and channel, then paste the original link so the raw source stays linked. Drag Loom recordings, CSV samples, or call notes into the card and apply Feature request, Bug report, Revenue impact, or Churn risk tags to flag urgency. Assign the intake owner, set a due date when a follow-up call is needed, and @-mention teammates for context. Move complete entries into Triage & Tagging so the inbox stays lean.
Tag and triage quickly
Inside Triage & Tagging, capture clarifying details while the context is fresh. Fill the Notes line on the Feedback Snapshot card, and apply the Research needed label when discovery interviews or product analytics are required. Attach support tickets or call transcripts so product managers have first-hand evidence in-card. Reassign the card to whoever owns the investigation and nudge them with a due date for the next touchpoint. Advance confident items into Opportunity Framing once the scope is clear.
Shape opportunities with evidence
In Opportunity Framing, duplicate the Opportunity Brief template to turn feedback into a problem statement, affected segments, hypotheses, and success metrics. Attach research plans, dashboards, or spike summaries so reviewers open the evidence directly from the card. Note upcoming research sessions in the description and keep the Feature request or Bug report labels applied for reporting. When the brief outlines a clear outcome, drag the card into Prioritization Queue ahead of roadmap review.
Prepare for roadmap review
Use the Prioritization Queue to bundle decision-ready context. Assign the product owner, add confidence notes in the description, and set the due date to the review meeting so prep happens on time. Attach scorecards, cost estimates, or Loom walkthroughs for the committee to skim before discussion. Keep the most relevant labels visible so stakeholders can slice by impact type during the meeting. Promote approved work into Planned Roadmap and leave a quick comment capturing why if you archive a rejected card.
Close the loop fast
When a decision is made or a release ships, move the card into Update & Follow-up and duplicate the Customer Comms template. Draft the update message, note the channel, owner, and send date, and attach release notes or status pages for proof. Apply the Closed loop tag once the message is sent and mark any checklist items complete to keep the audit trail tight. Add a comment logging the follow-up date and set a due date so you confirm adoption or satisfaction after launch. Archive cards only after every stakeholder has been notified.
What’s inside
Feedback pipeline
Six stages guide work from Intake Inbox through Update & Follow-up while cards move left to right so nothing stalls between discovery and delivery.
Locked intake cards
Feedback Snapshot templates capture reporter, customer tier, source link, and the Notes line directly inside the card without reinventing fields every time.
Opportunity briefs
Opportunity Brief cards document problem, evidence, and success metric before an item reaches roadmap discussion.
Prioritization queue
Scorecard-ready cards bundle owners, due dates, and attachments on the card for roadmap reviews and cross-functional syncs.
Customer comms pack
Customer update templates keep release notes, status links, and follow-up dates on the Customer Comms card for fast loop closure.
Why this works
- Keeps every intake, triage, decision, and customer follow-up on one board
- Pushes consistent problem framing via the Opportunity Brief template before something reaches roadmap review
- Surfaces urgency and revenue impact with labels you can filter instantly
- Closes the loop with a repeatable update workflow so customers hear back fast
FAQ
Can this connect with tools like Zendesk or Slack?
Yes. Continue capturing feedback in your existing tools, then paste direct links or attach exports to the Feedback Snapshot card so the original context stays one click away.
How do we score opportunities consistently?
Keep your scoring rubric inside the Opportunity Brief template, attach the latest scorecard spreadsheet to the card, and use labels like Revenue impact or Churn risk so reviewers see the signal immediately.
What if the feedback is a small bug fix?
Tag it Bug report, document the repro steps in the brief, and assign an engineer with a due date; if it bypasses roadmap review, you can still track the fix through Planned Roadmap and Update & Follow-up.
How do we prevent duplicates?
Search or filter by reporter, tag, or customer tier before adding a new card, and add a portal link or comment mention between related cards so context piles up instead of fragmenting.