Client Communication and Follow-Up Tracker Template

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Effectively manage your client communications and ensure timely follow-ups with this comprehensive tracker. Specifically designed for the cosmetics industry, this template helps regional sales managers maintain strong client relationships by tracking emails, calls, meetings, and other key interactions.

With this template, you can ensure that all communication is tracked and follow-ups are completed on time, helping you to stay organized and focused on maintaining and growing your client base.

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Client Communication and Follow-Up Tracker for Priority Matrix

Client Communication and Follow-Up Tracker in Priority Matrix

Track and manage client communication and follow-ups to maintain strong relationships in the cosmetics industry.

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Proposed Tasks

Urgent and Important

  • Email to Client A due in 1 day
    ☐ Compose email ☐ Send email
  • Email to Client K due in 1 day
    ☐ Compose email ☐ Send email
  • Phone Call to Client B due in 2 days
    ☐ Prepare for call ☐ Make call
  • Phone Call to Client L due in 2 days
    ☐ Prepare for call ☐ Make call
  • Send Samples to Client J due in 3 days
    ☐ Prepare samples ☐ Send samples
  • Send Samples to Client T due in 3 days
    ☐ Prepare samples ☐ Send samples
  • Meeting with Client E due in 3 days
    ☐ Prepare for meeting ☐ Conduct meeting
  • Meeting with Client O due in 3 days
    ☐ Prepare for meeting ☐ Conduct meeting
  • Conference Call with Client G due in 4 days
    ☐ Prepare for call ☐ Conduct call
  • Conference Call with Client Q due in 4 days
    ☐ Prepare for call ☐ Conduct call

Important but Not Urgent

  • Follow-up with Client C due in 1 week
    ☐ Review previous communication ☐ Prepare follow-up
  • Send Proposal to Client F due in 1 week
    ☐ Prepare proposal ☐ Send proposal
  • Follow-up with Client M due in 1 week
    ☐ Review previous communication ☐ Prepare follow-up
  • Send Proposal to Client P due in 1 week
    ☐ Prepare proposal ☐ Send proposal
  • Prepare Report for Client D due in 2 weeks
    ☐ Collect data ☐ Prepare report
  • Send Invoice to Client H due in 2 weeks
    ☐ Prepare invoice ☐ Send invoice
  • Prepare Report for Client N due in 2 weeks
    ☐ Collect data ☐ Prepare report
  • Send Invoice to Client R due in 2 weeks
    ☐ Prepare invoice ☐ Send invoice

Urgent but Not Important

  • Follow-up with Client I due in 1 month
    ☐ Review previous communication ☐ Prepare follow-up
  • Follow-up with Client S due in 1 month
    ☐ Review previous communication ☐ Prepare follow-up