Client Communication Management Template

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Client communication is crucial in the consulting industry. This template helps Consulting Directors track and manage client interactions using Priority Matrix, ensuring that all client queries and concerns are promptly addressed.

By utilizing this template, you can maintain high client satisfaction and prevent any communication gaps, ensuring that your clients feel valued and heard.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Ensure prompt and effective client communication with Priority Matrix to enhance client satisfaction.

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

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Proposed Tasks

High Impact, Urgent

  • Task 7: Address client concerns promptly (ongoing)
    ☐ Monitor client communication for any concerns or queries ☐ Address concerns promptly and update status in Priority Matrix
  • Task 1: Set up Priority Matrix (due in 1 day)
    ☐ Download and install Priority Matrix ☐ Create a new project for client communication
  • Task 2: Import client contacts (due in 2 days)
    ☐ Gather all client contact information ☐ Import client contacts into Priority Matrix

High Impact, Not Urgent

  • Task 10: Yearly review of client communication (due every year)
    ☐ Review all client communication of the past year ☐ Identify any patterns or issues ☐ Make necessary changes in the communication strategy
  • Task 3: Categorize clients (due in 1 week)
    ☐ Identify high and low priority clients ☐ Tag clients accordingly in Priority Matrix
  • Task 4: Schedule regular client check-ins (due in 2 weeks)
    ☐ Identify suitable check-in frequency for each client ☐ Schedule check-ins in Priority Matrix
  • Task 5: Train team on Priority Matrix (due in 3 weeks)
    ☐ Organize a training session ☐ Ensure all team members can effectively use Priority Matrix

Low Impact, Urgent

  • Task 6: Regularly update client communication status (ongoing)
    ☐ Update client communication status after each interaction ☐ Monitor Priority Matrix for any overdue tasks

Low Impact, Not Urgent

  • Task 8: Review Priority Matrix usage (due every month)
    ☐ Review how effectively Priority Matrix is being used ☐ Identify any areas for improvement
  • Task 9: Client satisfaction survey (due every 6 months)
    ☐ Design a client satisfaction survey ☐ Send out the survey and collect responses ☐ Analyze responses and identify areas for improvement