Client Communication Management Template

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Enhance your client communication management with this template designed to turn emails into actionable tasks, ensuring no client request is overlooked. From setting up email integration to prioritizing tasks, this template provides a comprehensive guide to streamline your communication workflow.

By following this template, you can effectively manage client requests, improve response times, and boost overall client satisfaction.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Turn emails into tasks and ensure no client communication is overlooked for improved satisfaction.

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Proposed Tasks

Urgent and Important

  • Task 1: Set up Email Integration - due in 1 day
    ☐ Link Email Account ☐ Set Up Email-to-task Rules ☐ Test Email Integration
  • Task 3: Set up Task Prioritization - due in 1 week
    ☐ Define Task Priority Levels ☐ Set Up Task Prioritization Rules ☐ Test Task Prioritization
  • Task 4: Test Client Communication Tracking - due in 2 weeks
    ☐ Send Test Emails ☐ Check Task Creation ☐ Review Task Prioritization
  • Task 6: Regularly Review Client Requests - due in 1 month
    ☐ Review Open Tasks ☐ Address High Priority Tasks ☐ Follow Up on Completed Tasks

Important but Not Urgent

  • Task 2: Create Client Contact List - due in 3 days
    ☐ Import Client Contacts ☐ Verify Contact Information ☐ Assign Priority Levels
  • Task 5: Train Team on New System - due in 3 weeks
    ☐ Create Training Materials ☐ Conduct Training Sessions ☐ Address Questions and Concerns
  • Task 7: Monthly Report on Client Requests - due in 1 month
    ☐ Compile Client Request Data ☐ Analyze Trends ☐ Prepare Report

Urgent but Not Important

  • Task 8: Biweekly Team Meeting - due in 2 weeks
    ☐ Prepare Meeting Agenda ☐ Discuss Client Requests ☐ Address Team Concerns
  • Task 10: Review Email-to-task Rules - due in 1 month
    ☐ Check Email-to-task Conversion ☐ Adjust Rules as Needed ☐ Test Adjusted Rules

Neither Urgent nor Important

  • Task 9: Update Client Contact List - due in 1 month
    ☐ Add New Clients ☐ Update Existing Client Information ☐ Remove Inactive Clients