Client Communication Management Template

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Improve client relations by ensuring all client communications are actioned and addressed promptly. This template guides you through setting up an email tracking system, developing an email-to-task conversion process, and establishing task prioritization guidelines.

By following this template, you can enhance client satisfaction, streamline your communication processes, and ensure that no client needs go unmet.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

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

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Proposed Tasks

High Impact, Urgent

  • Establish Task Prioritization Guidelines
    ☐ Formulate guidelines for task prioritization based on urgency and impact ☐ Share guidelines with team
  • Set Up Email Tracking System
    ☐ Research and select an email tracking system ☐ Implement the system ☐ Test the system
  • Team Training Session
    ☐ Organize a training session for the team on the new process ☐ Address any questions or concerns

High Impact, Not Urgent

  • Client Communication Audit
    ☐ Conduct an audit of client communications ☐ Identify areas of improvement
  • Client Satisfaction Survey
    ☐ Develop a client satisfaction survey ☐ Distribute the survey to clients ☐ Analyze survey results
  • Create Email-to-Task Conversion Process
    ☐ Develop a process for turning emails into tasks ☐ Document the process ☐ Train team on the process

Low Impact, Urgent

  • Implement Feedback Mechanism
    ☐ Set up a feedback mechanism for clients ☐ Monitor and respond to feedback
  • Review and Refine Process
    ☐ Review the effectiveness of the email-to-task process after one month ☐ Make necessary refinements

Low Impact, Not Urgent

  • Monthly Task Review
    ☐ Review all tasks at the end of each month ☐ Ensure all tasks have been actioned
  • Quarterly Process Review
    ☐ Conduct a quarterly review of the email-to-task process ☐ Make adjustments as needed