Client Communication Management and Prioritization Project Template

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In the financial services industry, timely and effective client communication is crucial. This template helps you turn client emails into tasks and prioritize them to ensure that no communication slips through the cracks. Using Priority Matrix, you can easily convert emails into tasks, sort them by client importance, and schedule regular reviews to manage non-urgent emails.

Additionally, create template responses for common inquiries and train your team on the new email management system to improve overall efficiency and client satisfaction.

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Client Communication Management and Prioritization Project for Priority Matrix

Client Communication Management and Prioritization Project in Priority Matrix

Streamline and prioritize client communication to ensure timely and effective responses.

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Proposed Tasks

Urgent and Important

  • Task 1: Set up email to task conversion due in 1 day
    ☐ Choose an email management software ☐ Configure settings for automatic conversion ☐ Test email to task conversion
  • Task 2: Sort emails by client importance due in 3 days
    ☐ Review client list ☐ Assign importance level to each client ☐ Configure email sorting according to client importance

Important, Not Urgent

  • Task 3: Schedule weekly review of non-urgent emails due in 1 week
    ☐ Set a recurring calendar reminder ☐ Review and respond to non-urgent emails during this time
  • Task 4: Create template responses for common inquiries due in 2 weeks
    ☐ Identify common client inquiries ☐ Create template responses for these inquiries ☐ Store templates for easy access
  • Task 5: Train team on new email management system due in 3 weeks
    ☐ Prepare training materials ☐ Schedule training session ☐ Conduct training session