Client Communication and Feedback Tracking Project Template

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Managing client relationships is crucial in the advertising industry. This template helps you track client communication and feedback to better understand client needs and expectations.

With a comprehensive approach that includes setting up a CRM tool, importing client data, training your team, creating feedback forms, and analyzing feedback, this project ensures that client needs are consistently met and improvements are continually implemented.

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Client Communication and Feedback Tracking Project for Priority Matrix

Client Communication and Feedback Tracking Project in Priority Matrix

Track client communication and feedback to ensure their needs are being met.

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Proposed Tasks

Immediate and Critical

  • Set up Communication Tracking System - due in 1 week
    ☐ Research suitable CRM tools ☐ Choose a CRM tool ☐ Set up the CRM tool
  • Import Existing Client Data - due in 2 weeks
    ☐ Gather existing client data ☐ Format data for import ☐ Import data into CRM
  • Implement Changes Based on Feedback - due in 3 months
    ☐ Decide on changes based on feedback ☐ Implement changes

Long-term and High Impact

  • Train Team on CRM Tool - due in 3 weeks
    ☐ Create training materials ☐ Conduct training sessions ☐ Address any queries and concerns
  • Create Client Feedback Form - due in 1 month
    ☐ Decide on the feedback parameters ☐ Design the feedback form ☐ Test the feedback form
  • Analyze Client Feedback - due in 2.5 months
    ☐ Analyze feedback data ☐ Identify trends and patterns
  • Evaluate Impact of Changes - due in 4 months
    ☐ Evaluate impact on client satisfaction ☐ Adjust strategies as necessary

Short-term and Beneficial

  • Implement Regular Client Communication - due in 1.5 months
    ☐ Decide on communication schedule ☐ Prepare communication templates ☐ Start regular communication
  • Collect Client Feedback - due in 2 months
    ☐ Send out feedback forms ☐ Collect and organize feedback

Low Urgency / Maintenance

  • Maintain CRM Tool - ongoing
    ☐ Regular updates ☐ Regular data backup