Client Communication Tracking & Prioritization Template
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Ensure your client communications are timely and effective with our Client Communication Tracking & Prioritization template. This template helps you set up a system to categorize clients, set communication frequencies, and track interactions to maintain strong relationships.
By using this template, you can make sure no client query goes unanswered, improve your follow-up strategies, and generate insightful reports to continuously enhance your communication efforts.
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Client Communication Tracking & Prioritization in Priority Matrix
Track and prioritize client communication to ensure prompt responses and maintain strong relationships.
You can start using Client Communication Tracking & Prioritization or other Sales Project Templates with Priority Matrix in just a few steps:
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Proposed Tasks
High Impact, Urgent
-
Import Client Contact List
☐ Prepare client list ☐ Import to Priority Matrix -
Set up Priority Matrix Account
☐ Create account ☐ Configure settings ☐ Understand features -
Weekly Review of Client Communications
☐ Review all client communications ☐ Adjust strategy as needed
High Impact, Less Urgent
-
Categorize Clients
☐ Identify client importance ☐ Identify client urgency ☐ Assign categories -
Monthly Reporting of Client Communications
☐ Prepare monthly report ☐ Present findings to team -
Set Communication Frequency
☐ Determine frequency based on client category ☐ Set reminders
Low Impact, Urgent
-
Develop Client Follow-up Strategy
☐ Create strategy based on client category -
Draft Standard Email Responses
☐ Create templates for common client queries -
Feedback Session on Communication Strategy
☐ Collect feedback from team ☐ Make necessary adjustments -
Training Session on Priority Matrix
☐ Organize training session for team
Low Impact, Less Urgent
-
Annual Review of Communication Strategy
☐ Review overall strategy ☐ Make necessary adjustments -
Create Client Interaction Log
☐ Record all client interactions -
Implement Email Tracking
☐ Set up email tracking system -
Quarterly Review of Client Categorization
☐ Review client categorization ☐ Update as necessary