Client Communication and Feedback Tracker Template

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Track and manage all client communications, feedback, and design revisions effectively with this comprehensive template. Designed for Account Managers in the design industry, this template helps you keep client interactions organized and ensures that all feedback is implemented into design revisions.

Stay on top of client expectations and deliver designs that meet or exceed expectations by using this step-by-step guide to set up a communication tracking system, train your team, and analyze client satisfaction.

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Client Communication and Feedback Tracker for Priority Matrix

Client Communication and Feedback Tracker in Priority Matrix

Manage client communication, feedback, and design revisions to ensure client satisfaction.

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Proposed Tasks

Immediate Attention

  • Analyze survey results
    Analyze the results of the client satisfaction survey and implement changes as necessary. ☐ Collect surveys ☐ Analyze results ☐ Implement changes
  • Compile existing client communication and feedback
    Gather all existing client communication and feedback and input it into the new system. ☐ Collect emails ☐ Collect meeting notes ☐ Input data
  • Set up communication tracking system
    Create a system to log all client communications and feedback. This could be a spreadsheet, a CRM, or a project management tool. ☐ Research tools ☐ Choose tool ☐ Set up system
  • Train team on communication tracking system
    Ensure all team members know how to use the communication tracking system effectively. ☐ Create training material ☐ Conduct training ☐ Address questions and concerns

Scheduled Follow-ups

  • Create client satisfaction survey
    Develop a survey to gauge client satisfaction with the design process. ☐ Research survey questions ☐ Create survey ☐ Distribute survey
  • Schedule weekly review of client communication
    Create a recurring task to review all client communication each week. ☐ Create task ☐ Set reminder
  • Update contact information
    Ensure all client contact information is up-to-date. ☐ Review contact information ☐ Update information

Design Revisions

  • Implement feedback into design revisions
    Ensure that all client feedback is implemented into the design revisions. ☐ Review feedback ☐ Create revision plan ☐ Implement revisions
  • Track design revisions
    Keep a log of all design revisions for each project. ☐ Create log ☐ Update log with each revision

Archived Communications

  • Archive old client communication
    Move old client communication to the archive section after a project is completed. ☐ Identify completed projects ☐ Move communication to archive