Client Interaction and Follow-up Management Template

More sales templates

Maintain and strengthen your client relationships with our comprehensive 'Client Interaction and Follow-up Management' template. This project is designed for Sales Managers in the pharmaceutical industry to ensure no client interaction or follow-up is missed.

By systematically monitoring client interactions and follow-ups, you can enhance client satisfaction and secure repeat business. Utilize this template to stay organized and proactive in your client management efforts.

Get this template on priority matrix

Client Interaction and Follow-up Management for Priority Matrix

Client Interaction and Follow-up Management in Priority Matrix

Manage client interactions and follow-ups to build strong relationships and ensure client satisfaction in the pharmaceutical industry.

You can start using Client Interaction and Follow-up Management 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 Follow-ups

  • Follow-up on complaint from Client G
    ☐ Investigate issue ☐ Contact client to resolve issue
  • Follow-up on invoice sent to Client D
    ☐ Send reminder email ☐ Call client if no response
  • Follow-up on proposal sent to potential client
    ☐ Send follow-up email ☐ Schedule call to discuss proposal
  • Follow-up on recent meeting with Client X
    ☐ Send summary of meeting ☐ Discuss next steps
  • Schedule follow-up call with Client F
    ☐ Set date and time for call ☐ Prepare notes for discussion

Scheduled Interactions

  • Plan client appreciation event
    ☐ Set date for event ☐ Coordinate event logistics
  • Plan quarterly review with Client Y
    ☐ Prepare report on client's account ☐ Set date for review
  • Prepare for initial meeting with potential client
    ☐ Research client's needs and interests ☐ Prepare presentation
  • Prepare for product demo with potential client
    ☐ Set date and time for demo ☐ Practice demo presentation
  • Schedule annual review with Client C
    ☐ Set date for review ☐ Prepare report on client's account

Client Satisfaction Measures

  • Send feedback request to Client E
    ☐ Prepare feedback form ☐ Email form to client
  • Send holiday greetings to clients
    ☐ Prepare holiday message ☐ Email or post greetings to clients
  • Send out client satisfaction survey
    ☐ Prepare survey ☐ Email survey to clients
  • Send satisfaction survey to Client Z
    ☐ Create customized survey ☐ Email survey to client
  • Send thank you note to Client A
    ☐ Write personalized note ☐ Send note via email or post

General Administration

  • Organize files related to Client B
    ☐ Sort through emails and documents ☐ File relevant items in client's folder
  • Review client interaction procedures
    ☐ Review current procedures ☐ Update procedures if necessary
  • Update client contact list
    ☐ Verify client contact details ☐ Add new clients to list
  • Update client database
    ☐ Verify client contact details ☐ Add recent interactions to client files
  • Update client interaction guidelines
    ☐ Review current guidelines ☐ Make necessary updates