Customer Interaction Management Template

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Enhance your customer relationships and drive sales in the hospitality and travel industry with our Customer Interaction Management template. This project is designed to help Business Development Managers track and manage every customer interaction effectively.

By using Priority Matrix to log and review customer interactions, you can ensure no customer is overlooked, leading to increased customer satisfaction and higher sales. This template includes tasks such as responding to emails and calls, scheduling follow-ups, conducting surveys, and more.

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Customer Interaction Management for Priority Matrix

Customer Interaction Management in Priority Matrix

Track and manage customer interactions to enhance relationships and boost sales in the hospitality and travel industry.

You can start using Customer Interaction Management or other Sales Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Immediate Customer Interactions

  • Task 1 due in 1 day: Respond to Customer Emails
    ☐ Respond to all new customer emails ☐ Log interactions in Priority Matrix
  • Task 3 due in 2 days: Call Back Customers
    ☐ Call back customers who requested a callback ☐ Log interactions in Priority Matrix
  • Task 9 due in 3 days: Respond to Customer Calls
    ☐ Respond to all incoming customer calls ☐ Log interactions in Priority Matrix

Scheduled Follow-ups

  • Task 2 due in 1 week: Schedule Follow-ups
    ☐ Review customer interaction logs ☐ Schedule necessary follow-ups
  • Task 8 due in 1 week: Send Follow-up Emails
    ☐ Send follow-up emails to customers ☐ Log interactions in Priority Matrix

Potential Customer Outreach

  • Task 6 due in 3 days: Update Customer Database
    ☐ Update customer database with recent interactions ☐ Identify potential customers for outreach

Policy Review & Improvement

  • Task 4 due in 2 weeks: Conduct Customer Satisfaction Survey
    ☐ Prepare and send out customer satisfaction survey ☐ Analyze results and identify areas for improvement
  • Task 7 due in 2 weeks: Conduct Staff Training
    ☐ Conduct training on new customer interaction policies ☐ Gather feedback from staff
  • Task 5 due in 1 month: Review Customer Interaction Policies
    ☐ Review current customer interaction policies ☐ Propose improvements based on customer feedback
  • Task 10 due in 1 month: Review and Analyze Customer Interactions
    ☐ Review and analyze all logged customer interactions ☐ Identify trends and areas for improvement