Client Communication Tracking Template

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Effective client communication is crucial in management consulting. This template leverages the Priority Matrix to help you track all client interactions, ensuring that no client requests or tasks are overlooked.

From setting up the project and training your team to categorizing communication and creating tasks, this template provides a structured approach to maintain high levels of client satisfaction. Regular reviews and ongoing updates ensure continuous improvement and responsiveness.

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Client Communication Tracking for Priority Matrix

Client Communication Tracking in Priority Matrix

Track client communication and ensure timely responses to all client needs with this comprehensive template.

You can start using Client Communication Tracking or other Management-Consulting Project Templates with Priority Matrix in just a few steps:

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  2. Start adding your items to the matrix
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Proposed Tasks

Urgent and Important

  • Address client complaints - as needed
    ☐ Listen to client complaints ☐ Find solutions to client complaints
  • Address project issues - as needed
    ☐ Identify project issues ☐ Find solutions to project issues
  • Address team member concerns - as needed
    ☐ Listen to team member concerns ☐ Find solutions to team member concerns
  • Set up Priority Matrix project - due in 1 day
    ☐ Create project in Priority Matrix ☐ Define project parameters ☐ Assign team members to project
  • Import client communication data - due in 2 days
    ☐ Collect all client communication data ☐ Import data into Priority Matrix
  • Train team on Priority Matrix - due in 1 week
    ☐ Schedule training session ☐ Conduct training session ☐ Ensure everyone understands how to use Priority Matrix

Important but not Urgent

  • Categorize client communication - due in 1 week
    ☐ Review imported client communication ☐ Categorize communication into relevant quadrants
  • Create tasks from client communication - due in 2 weeks
    ☐ Review categorized client communication ☐ Create tasks based on client needs
  • Assign tasks to team members - due in 2 weeks
    ☐ Review created tasks ☐ Assign tasks to team members based on expertise and workload

Urgent but not Important

  • Communicate task updates to clients - ongoing
    ☐ Update clients on task progress ☐ Address any client questions or concerns
  • Monitor task completion - ongoing
    ☐ Regularly check on task progress ☐ Address any issues or roadblocks
  • Review completed tasks - ongoing
    ☐ Check completed tasks for quality ☐ Close out completed tasks

Neither Urgent nor Important

  • Conduct monthly project review - ongoing
    ☐ Review project progress every month ☐ Make adjustments as necessary
  • Conduct quarterly project review - ongoing
    ☐ Review project progress every quarter ☐ Make adjustments as necessary
  • Conduct weekly project review - ongoing
    ☐ Review project progress every week ☐ Make adjustments as necessary
  • Conduct yearly project review - ongoing
    ☐ Review project progress every year ☐ Make adjustments as necessary
  • Maintain client communication records - ongoing
    ☐ Keep records of all client communication ☐ Update records as necessary
  • Maintain project records - ongoing
    ☐ Keep records of project progress ☐ Update records as necessary
  • Maintain task records - ongoing
    ☐ Keep records of all tasks ☐ Update records as necessary
  • Update Priority Matrix project - ongoing
    ☐ Add new client communication as it comes in ☐ Update project as necessary