Client Communication Tracking Template

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In the consulting industry, effective client communication is paramount. This template helps you keep track of all client communications, ensuring that no important details are overlooked. By implementing a CRM system, creating a communication policy, and maintaining regular reviews, you can ensure that your team provides the best service possible.

Use this template to set up a systematic approach to client communication, train your staff, and continuously improve your processes to meet client needs efficiently.

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Client Communication Tracking for Priority Matrix

Client Communication Tracking in Priority Matrix

Track all client communications to ensure no important details are missed and provide top-notch service.

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Proposed Tasks

Urgent and Important

  • Hold monthly staff meetings to discuss client communication - due every month
    ☐ Prepare agenda ☐ Hold meeting ☐ Discuss improvements and changes
  • Keep records of all client communication - ongoing task
    ☐ Log all client communication in CRM ☐ Ensure records are up to date
  • Respond to client queries within 24 hours - ongoing task
    ☐ Check for new client queries ☐ Respond to queries ☐ Log communication in CRM
  • Review client communication every week
    ☐ Check CRM for client communication ☐ Analyze communication ☐ Take necessary actions
  • Set up a CRM system - due in 1 week
    ☐ Research suitable CRM systems ☐ Select the most suitable CRM system ☐ Implement the CRM system
  • Train staff on using the CRM system - due in 3 weeks
    ☐ Prepare training materials ☐ Deliver training ☐ Provide support and answer questions

Important, Not Urgent

  • Update client communication policy every 6 months
    ☐ Review policy ☐ Get feedback from staff ☐ Update policy as needed
  • Create a client communication policy - due in 2 weeks
    ☐ Research best practices ☐ Write a draft policy ☐ Get feedback on the draft ☐ Finalize the policy
  • Perform client satisfaction surveys - due every 3 months
    ☐ Prepare survey ☐ Send out survey ☐ Analyze results

Urgent, Not Important

  • Communicate regularly with clients - ongoing task
    ☐ Check in with clients regularly ☐ Ensure their needs are being met