Client Communication Management Template

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Effective client communication is crucial in management consulting. This template helps you manage and prioritize communication with clients using Priority Matrix, ensuring all client needs are addressed promptly and efficiently. From initial contact to post-project follow-up, this template provides a structured approach to improve client satisfaction and project success.

Use this template to streamline your communication process, maintain strong client relationships, and achieve better project outcomes.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Manage and prioritize client communication to ensure timely and effective responses.

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Proposed Tasks

High Impact, Immediate

  • Task 1: Initial Client Contact due in 1 day
    ☐ Prepare for client meeting ☐ Set meeting agenda
  • Task 3: Follow Up on Proposal due in 2 weeks
    ☐ Prepare for follow-up call ☐ Conduct follow-up call
  • Task 7: Client Feedback due in 6 weeks
    ☐ Prepare for feedback call ☐ Conduct feedback call

High Impact, Scheduled

  • Task 2: Send Project Proposal due in 1 week
    ☐ Create project proposal ☐ Review proposal ☐ Send proposal
  • Task 4: Contract Signing due in 3 weeks
    ☐ Prepare contract ☐ Review contract with client ☐ Sign contract
  • Task 5: Project Kick-off Meeting due in 1 month
    ☐ Prepare for kick-off meeting ☐ Conduct kick-off meeting
  • Task 8: Quarterly Review due in 3 months
    ☐ Prepare for review meeting ☐ Conduct review meeting
  • Task 9: Project Completion Meeting due in 6 months
    ☐ Prepare for completion meeting ☐ Conduct completion meeting

Low Impact, Immediate

  • Task 6: Weekly Project Update due in 5 weeks
    ☐ Prepare project update ☐ Send project update

Low Impact, Scheduled

  • Task 10: Post-project Follow-up due in 7 months
    ☐ Prepare for follow-up call ☐ Conduct follow-up call