Client Interaction & Follow-up Tracker Template

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Ensure no important client interactions, follow-ups, or deadlines are missed with this Client Interaction & Follow-up Tracker. Designed for media sales professionals, this template helps you keep detailed records of client meetings, follow-up emails, reports, and more, ensuring you maintain strong and productive relationships with your clients.

With this template, you can seamlessly track all your client-related tasks and prioritize them effectively, ensuring you deliver timely and quality service to your clients.

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Client Interaction & Follow-up Tracker for Priority Matrix

Client Interaction & Follow-up Tracker in Priority Matrix

Track client interactions, follow-ups, and deadlines to maintain strong relationships.

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Proposed Tasks

Urgent and Important (Client Interactions)

  • Client Meeting due in 1 day
    ☐ Prepare for meeting ☐ Attend meeting ☐ Take notes during meeting
  • Client Report due in 1 week
    ☐ Gather data ☐ Compile report ☐ Review and submit report
  • Check-in Call due in 10 days
    ☐ Prepare for call ☐ Make call ☐ Take notes during call
  • Contract Renewal due in 3 weeks
    ☐ Review contract details ☐ Prepare renewal proposal ☐ Negotiate contract renewal
  • Client Onboarding due in 2 months
    ☐ Prepare onboarding materials ☐ Conduct onboarding session
  • Client Offboarding due in 10 weeks
    ☐ Prepare offboarding checklist ☐ Conduct offboarding session
  • Client Retention Strategy Review due in 7 months
    ☐ Review current retention strategies ☐ Propose improvements ☐ Implement approved changes
  • Client Acquisition Strategy Review due in 8 months
    ☐ Review current acquisition strategies ☐ Propose improvements ☐ Implement approved changes
  • Client Portfolio Review due in 9 months
    ☐ Review client portfolio ☐ Propose portfolio adjustments ☐ Implement approved adjustments
  • Client Services Update due in 10 months
    ☐ Review current services ☐ Propose new services ☐ Implement approved new services
  • Client Retention Analysis due in 1 year
    ☐ Analyze client retention rates ☐ Propose retention improvement strategies ☐ Implement approved strategies

Important, Not Urgent (Follow-ups)

  • Follow-up Email due in 2 days
    ☐ Draft email ☐ Review and send email
  • Client Satisfaction Survey due in 1 month
    ☐ Prepare survey ☐ Send survey ☐ Analyze survey results
  • Client Appreciation Event Planning due in 3 months
    ☐ Plan event details ☐ Send out invitations ☐ Coordinate event logistics
  • Client Feedback Review due in 4 months
    ☐ Collect client feedback ☐ Analyze client feedback ☐ Implement changes based on feedback
  • Client Newsletter due in 6 months
    ☐ Prepare newsletter content ☐ Review and send newsletter

Urgent, Not Important (Administrative Tasks)

  • Invoice due in 2 weeks
    ☐ Prepare invoice ☐ Review and send invoice
  • Client Database Update due in 5 weeks
    ☐ Review and update client details ☐ Verify updated details
  • Client Profile Update due in 5 months
    ☐ Review and update client profile ☐ Verify updated profile
  • Client Relationship Management Software Update due in 11 months
    ☐ Review current software ☐ Propose software updates ☐ Implement approved updates