Client Communication Management Template

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Effective communication with clients is crucial for a sales manager in the personal care and hygiene industry. This template uses a structured approach to manage and prioritize all client interactions, ensuring every client gets the attention they deserve.

With tasks ranging from responding to urgent emails to preparing for client meetings and updating the CRM, this template ensures that no communication is missed and helps maintain strong client relationships.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Manage and prioritize client communication effectively to ensure no client is overlooked.

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Proposed Tasks

Critical and Immediate

  • Respond to Client Emails due in 1 day
    ☐ Respond to urgent client emails ☐ Follow up on older conversations
  • Update CRM with Client Interactions due in 2 days
    ☐ Update CRM with recent client interactions ☐ Ensure all client data is up-to-date
  • Prepare for Client Meeting due in 3 days
    ☐ Prepare agenda for the meeting ☐ Review client's file and previous communications

Important but not Urgent

  • Send Product Catalogue to Potential Leads due in 1 week
    ☐ Select potential leads ☐ Personalize and send the product catalogue
  • Send Follow-up Emails to Potential Leads due in 2 weeks
    ☐ Identify potential leads who haven't responded ☐ Send follow-up emails
  • Conduct Client Satisfaction Survey due in 2 weeks
    ☐ Prepare survey ☐ Send survey to clients
  • Review Feedback from Client Satisfaction Survey due in 3 weeks
    ☐ Review survey responses ☐ Identify areas for improvement
  • Plan Client Appreciation Event due in 1 month
    ☐ Plan the event ☐ Send invites to clients
  • Implement Changes Based on Client Feedback due in 1 month
    ☐ Plan changes ☐ Implement changes

Not Important but Urgent

  • Prepare Quarterly Sales Report due in 3 days
    ☐ Compile sales data ☐ Prepare report