Client Communication Management Template

More management templates

Ensure all client communications are tracked and managed efficiently with this comprehensive template. From email responses and phone calls to meetings and feedback reviews, this template helps you stay on top of client interactions and address their needs promptly.

By utilizing this template, you can maintain strong client relationships, enhance client satisfaction, and ensure that no communication falls through the cracks.

Get this template on priority matrix

Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Track and manage client communications to ensure timely responses and foster strong client relationships.

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

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Immediate Response Needed

  • Email Response - Client A due in 1 day
    ☐ Read the email ☐ draft a response ☐ send the response
  • Phone Call - Client B due in 3 days
    ☐ Review client file ☐ prepare for call ☐ make the call
  • Phone Call - Client H due in 4 days
    ☐ Review client file ☐ prepare for call ☐ make the call
  • Phone Call - Client N due in 4 days
    ☐ Review client file ☐ prepare for call ☐ make the call
  • Phone Call - Client T due in 4 days
    ☐ Review client file ☐ prepare for call ☐ make the call

Scheduled Follow-ups

  • Follow-up Email - Client F due in 2 days
    ☐ Review client file ☐ draft email ☐ send email
  • Follow-up Email - Client L due in 2 days
    ☐ Review client file ☐ draft email ☐ send email
  • Follow-up Email - Client R due in 2 days
    ☐ Review client file ☐ draft email ☐ send email
  • Follow-up Meeting - Client C due in 1 week
    ☐ Review meeting notes ☐ prepare agenda ☐ conduct meeting
  • Meeting - Client I due in 1 week
    ☐ Prepare for meeting ☐ conduct meeting ☐ follow up after meeting
  • Meeting - Client O due in 1 week
    ☐ Prepare for meeting ☐ conduct meeting ☐ follow up after meeting

Client Feedback & Suggestions

  • Feedback Implementation - Client G due in 1 week
    ☐ Review client feedback ☐ plan implementation ☐ execute plan
  • Feedback Implementation - Client M due in 1 week
    ☐ Review client feedback ☐ plan implementation ☐ execute plan
  • Feedback Implementation - Client S due in 1 week
    ☐ Review client feedback ☐ plan implementation ☐ execute plan
  • Feedback Review - Client D due in 2 weeks
    ☐ Read client feedback ☐ analyze feedback ☐ integrate useful suggestions
  • Feedback Review - Client J due in 2 weeks
    ☐ Read client feedback ☐ analyze feedback ☐ integrate useful suggestions
  • Feedback Review - Client P due in 2 weeks
    ☐ Read client feedback ☐ analyze feedback ☐ integrate useful suggestions

General Communication

  • General Email - Client E due in 1 day
    ☐ Read the email ☐ draft a response ☐ send the response
  • General Email - Client K due in 1 day
    ☐ Read the email ☐ draft a response ☐ send the response
  • General Email - Client Q due in 1 day
    ☐ Read the email ☐ draft a response ☐ send the response