Client Communication and Follow-up Tracking Template

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Maintain exceptional client communication and follow-up tracking with this comprehensive template designed for banking and financial services professionals. This project helps you implement a CRM system, import client data, schedule follow-ups, and more, ensuring no client interaction is missed.

By following the steps outlined in this template, you can ensure that your client communication is efficient, well-documented, and leads to higher client satisfaction.

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Client Communication and Follow-up Tracking for Priority Matrix

Client Communication and Follow-up Tracking in Priority Matrix

Ensure seamless client communication and follow-ups in the banking and financial services industry.

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Proposed Tasks

High Priority - Immediate Action Required

  • Task 1: Implement CRM System - Due in 1 week
    ☐ Research available CRM systems ☐ Select most suitable CRM for our needs ☐ Setup CRM system ☐ Train staff on using CRM
  • Task 2: Import Client Database - Due in 2 weeks
    ☐ Export existing client data ☐ Format data for import ☐ Import data into CRM

Medium Priority - Scheduled Follow-ups

  • Task 3: Schedule Follow-ups for High Priority Clients - Due in 3 weeks
    ☐ Identify high priority clients ☐ Schedule follow-ups in CRM
  • Task 4: Create Client Communication Guidelines - Due in 1 month
    ☐ Establish guidelines for client communication ☐ Distribute guidelines to staff

Low Priority - Future Communications

  • Task 5: Develop Client Satisfaction Survey - Due in 6 weeks
    ☐ Create survey questions ☐ Setup survey in CRM ☐ Send initial survey to clients
  • Task 6: Analyze Client Communication - Due in 2 months
    ☐ Extract communication data from CRM ☐ Analyze communication data ☐ Identify areas for improvement

Miscellaneous - Non-urgent Tasks

  • Task 7: Train Staff on Client Communication Best Practices - Due in 10 weeks
    ☐ Develop training materials ☐ Schedule training sessions ☐ Conduct training
  • Task 8: Regularly Review Client Feedback - Due in 3 months
    ☐ Review client feedback ☐ Implement changes based on feedback