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 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
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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
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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
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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
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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