Client Email Management and Task Creation Template
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Ensure prompt and effective communication with your clients by managing emails and converting them into tasks. This template helps Sales Managers in the Real Estate and Consulting industry streamline their email management process, ensuring no client query goes unanswered.
By following the steps outlined, you can set up a robust email management system, create rules for automatic task creation, and continuously refine the system based on feedback, ultimately improving client relationships and satisfaction.
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Client Email Management and Task Creation in Priority Matrix
Efficiently manage client emails and turn them into actionable tasks to enhance client satisfaction.
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Proposed Tasks
High Priority & Immediate
-
Task 1 - Set up Email Management System
☐ Research best email management systems ☐ Select suitable system ☐ Set up system for team use -
Task 2 - Import Existing Emails
☐ Export existing emails from current system ☐ Import to new system -
Task 9 - Implement System Fully
☐ Finalize system changes ☐ Implement system fully
High Priority & Scheduled
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Task 3 - Create Email-to-Task Rules
☐ Identify common task types from emails ☐ Create rules for automatic task creation -
Task 4 - Test and Refine Rules
☐ Run test emails through system ☐ Refine rules based on results -
Task 8 - Refine System Based on Feedback
☐ Collect feedback from team ☐ Make necessary changes to system
Low Priority & Immediate
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Task 10 - Regular System Checks
☐ Conduct regular system checks ☐ Ensure system is running efficiently -
Task 5 - Train Team on New System
☐ Create training materials ☐ Hold training sessions
Low Priority & Scheduled
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Task 6 - Monitor System for 1 Week
☐ Monitor system for any issues ☐ Make necessary adjustments -
Task 7 - Send Weekly Report
☐ Compile weekly report on task completion ☐ Send report to team