Client Communication Management Template

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Effective communication with clients is crucial in the financial planning industry. This template helps you manage and track client meetings, calls, and emails to ensure no communication is missed or delayed. Utilize this template to keep your client interactions organized and timely.

By following the tasks and subtasks outlined in this template, you can enhance client satisfaction and build stronger, more reliable relationships with your clients.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Ensure timely and effective client communication in financial planning.

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Proposed Tasks

Immediate Response Needed

  • Email Response due in 1 day
    ☐ Read the client's email ☐ Prepare a response ☐ Send the response
  • Respond to client feedback due in 1 day
    ☐ Read the client's feedback ☐ Prepare a response ☐ Send the response
  • Respond to client's investment query due in 1 day
    ☐ Understand the client's query ☐ Prepare a response ☐ Send the response
  • Prepare for client call due in 1 day
    ☐ Review client's profile ☐ Prepare for the call
  • Respond to client's email query due in 1 day
    ☐ Understand the client's query ☐ Prepare a response ☐ Send the response
  • Schedule client meeting due in 1 day
    ☐ Contact the client ☐ Schedule the meeting ☐ Confirm the meeting
  • Respond to client query due in 2 days
    ☐ Understand the client's query ☐ Prepare a response ☐ Send the response

Scheduled Communications

  • Send portfolio update due in 1 week
    ☐ Review client's portfolio ☐ Prepare the update ☐ Send the update
  • Schedule client presentation due in 1 week
    ☐ Contact the client ☐ Schedule the presentation ☐ Confirm the presentation
  • Send client investment proposal due in 1 week
    ☐ Prepare investment proposal ☐ Review the proposal ☐ Send the proposal
  • Prepare for client meeting due in 1 week
    ☐ Review client's portfolio ☐ Prepare meeting agenda ☐ Prepare necessary documents
  • Prepare investment report due in 2 weeks
    ☐ Collect necessary data ☐ Analyze data ☐ Prepare the report
  • Send client performance report due in 2 weeks
    ☐ Collect necessary data ☐ Analyze data ☐ Prepare the report ☐ Send the report
  • Prepare for investment review meeting due in 2 weeks
    ☐ Review client's investment ☐ Prepare for the meeting
  • Prepare for client presentation due in 3 weeks
    ☐ Prepare presentation content ☐ Prepare visual aids ☐ Practice the presentation

Follow-ups

  • Follow-up email due in 2 days
    ☐ Review previous email exchange ☐ Prepare the follow-up email ☐ Send the email
  • Call client for portfolio update due in 2 days
    ☐ Review client's portfolio ☐ Prepare for the call ☐ Make the call
  • Follow-up on client's investment decision due in 2 days
    ☐ Prepare for the follow-up ☐ Make the call
  • Follow-up call due in 3 days
    ☐ Review previous call notes ☐ Prepare for the follow-up call ☐ Make the call
  • Follow-up meeting due in 3 days
    ☐ Review previous meeting notes ☐ Prepare for the follow-up meeting ☐ Schedule the meeting