Client Communication Conversion Template

More management-consulting templates

Overwhelmed by the constant influx of client emails? Transform your email overload into a manageable task system with our 'Client Communication Conversion' template. This project guides you through integrating your email with Priority Matrix, creating filtering rules, and converting important emails into tasks. By following this template, consultants can ensure all critical client communications are tracked and addressed promptly, enhancing efficiency and client satisfaction.

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Client Communication Conversion for Priority Matrix

Client Communication Conversion in Priority Matrix

Convert client emails into actionable tasks to ensure no important communication is missed.

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Proposed Tasks

Important and Urgent

  • Task 1: Set up email integration in 1 day
    ☐ Research how to integrate email with Priority Matrix ☐ Implement email integration
  • Task 2: Create email filtering rules in 3 days
    ☐ Identify important clients ☐ Create filtering rules for these clients

Important but Not Urgent

  • Task 4: Monitor email to task conversion for 2 weeks
    ☐ Monitor if all important emails are being converted into tasks ☐ Make necessary adjustments
  • Task 3: Test email to task conversion in 1 week
    ☐ Send test emails ☐ Check if they are converted into tasks

Not Important but Urgent

  • Task 5: Create a fallback system in 1 week
    ☐ Create a system to manually convert emails into tasks if necessary
  • Task 6: Train team on the new system in 2 weeks
    ☐ Train team on how to use the new email to task conversion system

Not Important or Urgent

  • Task 9: Monitor the system for 3 months
    ☐ Monitor the system for any issues ☐ Make necessary adjustments
  • Task 7: Review effectiveness of the system in 1 month
    ☐ Review if all important client communications are being actioned in a timely manner
  • Task 8: Make necessary adjustments in 1 month
    ☐ Make necessary adjustments based on the review in Task 7
  • Task 10: Conduct a final review in 6 months
    ☐ Conduct a final review to assess the effectiveness of the system