Client Communication Management Template

More sales templates

In the fast-paced world of media sales, timely and effective communication with clients is crucial. This template helps you use Priority Matrix to convert emails into tasks, ensuring that no client communication falls through the cracks. By implementing this system, you can improve client satisfaction and boost sales outcomes.

Follow the step-by-step tasks to set up the system, train your team, establish communication protocols, and continuously monitor and refine the process for optimal effectiveness.

Get this template on priority matrix

Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Ensure timely and effective client communication by turning emails into actionable tasks.

You can start using Client Communication Management or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Task 1 due in 1 day: Set up email-to-task system
    ☐ Choose an email-to-task system ☐ Set up the system ☐ Test the system
  • Task 3 due in 1 week: Establish communication protocols
    ☐ Define email response times ☐ Establish escalation protocols ☐ Communicate protocols to team
  • Task 7 due in 6 weeks: Review client satisfaction
    ☐ Send out client satisfaction surveys ☐ Analyze survey results ☐ Implement changes based on feedback

Important, Not Urgent

  • Task 2 due in 3 days: Train team on new system
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Collect feedback
  • Task 4 due in 2 weeks: Review client communication
    ☐ Review past client communication ☐ Identify areas for improvement ☐ Implement changes
  • Task 6 due in 1 month: Analyze system effectiveness
    ☐ Gather data ☐ Analyze data ☐ Make improvements based on data
  • Task 8 due in 2 months: Refine communication protocols
    ☐ Review communication protocols ☐ Make necessary adjustments ☐ Communicate changes to team
  • Task 9 due in 10 weeks: Train team on refined protocols
    ☐ Prepare updated training materials ☐ Conduct training sessions ☐ Collect feedback

Urgent, Not Important

  • Task 5 due in 3 weeks: Monitor new system
    ☐ Check system regularly ☐ Address any issues ☐ Make necessary adjustments
  • Task 10 due in 3 months: Monitor refined system
    ☐ Check system regularly ☐ Address any issues ☐ Make necessary adjustments