Client Communication Tracking System Template

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Ensure no client request goes unnoticed with the Client Communication Tracking System. This template helps you transform incoming emails into tasks, providing a structured way to track and address client inquiries promptly.

By following the steps in this template, you can enhance communication efficiency, improve client satisfaction, and maintain organized and prioritized email correspondence.

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Client Communication Tracking System for Priority Matrix

Client Communication Tracking System in Priority Matrix

Track and manage client communications effectively by turning emails into actionable tasks.

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Proposed Tasks

Immediate Priority

  • Task 1: Identify Email Management Software
    ☐ Research available email management tools ☐ Compare features and pricing ☐ Select the best fit for the company's needs
  • Task 2: Purchase and Install Software
    ☐ Reach out to software provider ☐ Purchase software ☐ Install software on all necessary systems
  • Task 4: Implement Email to Task Conversion
    ☐ Set up rules for email to task conversion ☐ Test the conversion process
  • Task 9: Email Prioritization
    ☐ Set up rules for email prioritization ☐ Test the prioritization system

Medium Priority

  • Task 10: Client Communication Review
    ☐ Review client communication ☐ Identify areas for improvement
  • Task 3: Software Training
    ☐ Arrange for software training ☐ Ensure all relevant employees attend the training
  • Task 8: Email Organization
    ☐ Create folders and labels for different types of emails ☐ Organize existing emails

Low Priority

  • Task 7: Regular Software Updates
    ☐ Keep track of software updates ☐ Install updates as they become available

Ongoing / Long-Term

  • Task 5: Monitor and Adjust
    ☐ Monitor the system for any issues ☐ Make necessary adjustments
  • Task 6: Feedback Collection
    ☐ Collect feedback from employees ☐ Implement changes based on feedback