Client Communication and Needs Tracking Template

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Maintaining strong client relationships is essential for any Sales Assistant in the building and construction industry. This template helps you manage all client interactions and needs efficiently using Priority Matrix.

Track initial meetings, analyze client needs, send proposals, follow up on feedback, and ensure a seamless project completion. Enhance your client communication and service quality effortlessly.

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Client Communication and Needs Tracking for Priority Matrix

Client Communication and Needs Tracking in Priority Matrix

Keep track of client communications and needs to ensure high-quality service and satisfaction.

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Proposed Tasks

Critical Communications

  • Project Completion - Due at end of project
    ☐ Complete final project tasks ☐ Prepare project completion report ☐ Discuss report with the client
  • Initial Client Meeting - Due in 1 day
    ☐ Prepare for the meeting ☐ Conduct the meeting ☐ Document the meeting notes
  • Send Project Proposal - Due in 1 week
    ☐ Draft the proposal ☐ Review the proposal ☐ Send the proposal to the client
  • Contract Signing - Due in 3 weeks
    ☐ Prepare the contract ☐ Review the contract with the client ☐ Sign the contract
  • Project Kick-off Meeting - Due in 1 month
    ☐ Plan the meeting ☐ Conduct the meeting ☐ Document the meeting notes

Client Needs Analysis

  • Analyze Client Needs - Due in 3 days
    ☐ Identify client's construction needs ☐ Assess feasibility of client's construction plans
  • Client Feedback Review - Due in 2 weeks
    ☐ Collect feedback from client ☐ Analyze feedback ☐ Implement necessary changes

Routine Follow-ups

  • Monthly Project Review - Due every month
    ☐ Review project progress ☐ Prepare project review report ☐ Discuss report with the client
  • Weekly Project Update - Due every week
    ☐ Prepare project update ☐ Send project update to the client
  • Follow-up on Proposal - Due in 10 days
    ☐ Call the client to discuss the proposal ☐ Address any questions or concerns