Client Communication Management Template

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Effective client communication is crucial for consultants. This template helps you turn client emails into actionable tasks, ensuring that no important request gets lost in your inbox. By systematically categorizing and tracking emails, you can manage client communications more efficiently and improve response times.

Follow the step-by-step instructions to set up an email tracking system, categorize emails by client and urgency, create tasks from emails, assign tasks to team members, monitor progress, and ensure client satisfaction. This approach helps you stay organized and responsive to client needs.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Ensure no important client communication is missed by turning emails into manageable tasks.

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Proposed Tasks

High Impact, Urgent

  • Categorize Emails
    ☐ Categorize emails based on clients ☐ Categorize emails based on urgency ☐ Categorize emails based on project
  • Create Tasks from Emails
    ☐ Identify tasks from emails ☐ Create tasks in task management system
  • Set up Email Tracking System
    ☐ Choose an email tracking system ☐ Set up the system ☐ Test the system

High Impact, Non-Urgent

  • Assign Tasks
    ☐ Assign tasks to team members ☐ Set deadlines for tasks
  • Monitor Task Progress
    ☐ Monitor progress of tasks ☐ Check in with team members ☐ Adjust deadlines as necessary

Low Impact, Urgent

  • Follow Up on Completed Tasks
    ☐ Follow up with clients on completed tasks ☐ Ensure client satisfaction

Low Impact, Non-Urgent

  • Review System Efficiency
    ☐ Review efficiency of email tracking system ☐ Make adjustments as necessary