Client Communication & Feedback Tracking Template

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Maintain strong client relationships by effectively managing client communications and feedback with our Client Communication & Feedback Tracking template. Using Priority Matrix, this template helps you streamline communication processes and ensure high client satisfaction.

This template includes tasks for setting up communication platforms, creating guidelines, implementing feedback systems, and conducting regular reviews to keep your client interactions efficient and effective.

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Client Communication & Feedback Tracking for Priority Matrix

Client Communication & Feedback Tracking in Priority Matrix

Track client communications and feedback to ensure all client needs are met promptly with Priority Matrix.

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Proposed Tasks

High Impact, Urgent

  • Create Communication Guidelines
    ☐ Define communication standards ☐ Share guidelines with team
  • Define Feedback Collection Process
    ☐ Identify feedback channels ☐ Create feedback form ☐ Train team on feedback collection
  • Setup Centralized Communication Platform
    ☐ Choose a communication platform ☐ Set up team accounts ☐ Train team on platform usage

High Impact, Less Urgent

  • Establish Regular Communication Schedule
    ☐ Set weekly client communication schedule
  • Implement Feedback Tracking System
    ☐ Choose a feedback tracking tool ☐ Set up feedback tracking system ☐ Train team on tool usage
  • Set Up Quarterly Client Feedback Review
    ☐ Schedule quarterly feedback review meetings

Low Impact, Urgent

  • Create Client Communication Report Template
    ☐ Create a standard report template to document client communications
  • Develop Client Feedback Report Template
    ☐ Create a standard report template to document client feedback
  • Implement Client Satisfaction Surveys
    ☐ Design client satisfaction survey ☐ Implement survey after project completion

Low Impact, Less Urgent

  • Evaluate Client Satisfaction Survey Results
    ☐ Analyze survey results to identify areas for improvement
  • Review Client Satisfaction
    ☐ Conduct annual review of overall client satisfaction
  • Review Communication Platform
    ☐ Review effectiveness of communication platform and make changes if necessary
  • Review Feedback Tracking System
    ☐ Review effectiveness of feedback tracking system and make changes if necessary
  • Revise Communication Schedule
    ☐ Review and revise communication schedule as necessary
  • Revise Feedback Review Schedule
    ☐ Review and revise feedback review schedule as necessary
  • Train Team on Responding to Feedback
    ☐ Provide training on how to address client feedback
  • Update Client Communication Guidelines
    ☐ Review and update communication guidelines as necessary
  • Update Client Communication Report Template
    ☐ Review and update communication report template as necessary
  • Update Client Feedback Report Template
    ☐ Review and update feedback report template as necessary
  • Update Feedback Collection Process
    ☐ Review and update feedback collection process as necessary