Client Interaction and Commitment Tracker Template

Client Interaction and Commitment Tracker in Priority Matrix

Track client interactions, follow-ups, and commitments to build strong relationships and boost repeat business.

You can start using Client Interaction and Commitment Tracker or other Sales Project Templates with Priority Matrix in just a few steps:

1. Click to sign in or create an account in the system
2. Start adding your items to the matrix
3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you

If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.

Proposed Tasks

Immediate Attention

• Input Existing Client Data
  ☐ Gather existing client data ☐ Input data into CRM
• Set Up CRM System
  ☐ Research suitable CRM systems ☐ Choose a system ☐ Implement the system

In Progress

• Create Data Entry Protocol
  ☐ Establish protocol for entering client data ☐ Share protocol with team
• Train Team on CRM
  ☐ Create training materials ☐ Conduct training sessions

Scheduled

• Annual Client Satisfaction Survey
  ☐ Prepare client satisfaction survey ☐ Distribute survey ☐ Analyze survey results
• Monthly Client Commitment Review
  ☐ Review client commitments monthly ☐ Ensure all commitments are met
• Quarterly Client Relationship Review
  ☐ Conduct quarterly review of client relationships ☐ Identify areas for improvement
• Weekly Client Interaction Review
  ☐ Review client interactions weekly ☐ Make necessary follow-ups

Completed

• Archive Old Client Data
  ☐ Identify old client data ☐ Archive data
• Client Commitment Report
  ☐ Prepare monthly report on client commitments ☐ Share report with team
• Client Interaction Report
  ☐ Prepare monthly report on client interactions ☐ Share report with team
• Client Relationship Report
  ☐ Prepare quarterly report on client relationships ☐ Share report with team
• Client Satisfaction Survey Report
  ☐ Prepare report on client satisfaction survey results ☐ Share report with team
• Review Client Commitment Protocol
  ☐ Review protocol for recording client commitments ☐ Make necessary updates
• Review Client Interaction Protocol
  ☐ Review protocol for recording client interactions ☐ Make necessary updates
• Review Client Satisfaction Survey
  ☐ Review client satisfaction survey for relevance ☐ Update survey as necessary
• Review CRM System
  ☐ Review CRM system for effectiveness ☐ Make necessary updates
• Review Data Entry Protocol
  ☐ Review data entry protocol for effectiveness ☐ Make necessary updates
• Review Training Materials
  ☐ Review training materials for relevance ☐ Update materials as necessary
• Update CRM System
  ☐ Review CRM system for updates ☐ Implement updates