Client Communication Management Template

Client Communication Management in Priority Matrix

Enhance client satisfaction by turning emails into actionable tasks in the architecture industry.

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Proposed Tasks

Critical & Immediate

• Create Email-to-Task Conversion Protocol
  ☐ Develop protocol for converting emails into tasks ☐ Determine priority levels ☐ Train team on protocol
• Set Up Email Management System
  ☐ Choose an Email Management System ☐ Integrate with existing email platform ☐ Train Team on usage

Critical & Not Immediate

• Assign Team Roles for Task Management
  ☐ Assign roles for task creation, management, and completion ☐ Ensure clear understanding of responsibilities
• Develop Response Time Goals
  ☐ Set goals for response times based on task priority ☐ Implement into email-to-task protocol

Not Critical & Immediate

• Monitor Email Traffic
  ☐ Monitor volume and content of emails ☐ Adjust task management protocol as necessary
• Weekly Review of Task Completion
  ☐ Review tasks completed each week ☐ Identify areas for improvement

Not Critical & Not Immediate

• Monthly Review of Client Satisfaction
  ☐ Send out client satisfaction surveys ☐ Analyze results and implement changes
• Quarterly Review of Email Management System
  ☐ Review effectiveness of email management system ☐ Make changes if necessary