Client Communication Management Template
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Effective client communication is crucial in the architecture industry. This template helps you turn client emails into actionable tasks, ensuring all requests and concerns are promptly addressed.
By implementing this project, you can enhance client satisfaction, maintain strong relationships, and ensure no client request falls through the cracks.
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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