Client Communication and Needs Tracking Template

More sales templates

Ensure high client satisfaction and retention by effectively tracking communications and addressing client needs. This template provides a structured approach to managing client interactions, using a CRM system to organize data and maintain consistent communication protocols.

With tasks ranging from setting up a CRM system to reviewing client feedback and implementing improvements, this template helps you maintain strong client relationships and drive recurring revenue.

Get this template on priority matrix

Client Communication and Needs Tracking for Priority Matrix

Client Communication and Needs Tracking in Priority Matrix

Track client communications and needs to ensure high satisfaction and retention rates.

You can start using Client Communication and Needs Tracking or other Sales 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 Attention

  • Task 1 due in 1 day: Set up a CRM system
    Choose and set up a CRM system to manage and track client communications.☐ Research CRM options☐ Choose a CRM☐ Set up the CRM
  • Task 2 due in 3 days: Import client data
    Import existing client data into the CRM system.☐ Gather client data☐ Format data for import☐ Import data into CRM

Strategic Planning

  • Task 3 due in 1 week: Train the team on the CRM system
    Organize a training session for the team on how to use the CRM system.☐ Organize training session☐ Conduct training☐ Follow up on training
  • Task 4 due in 2 weeks: Create client communication protocol
    Develop a protocol for client communication to ensure consistency.☐ Develop protocol☐ Share protocol with team☐ Implement protocol

Client Follow-ups

  • Task 5 due in 3 weeks: Schedule regular client check-ins
    Schedule regular check-ins with clients to maintain communication.☐ Identify clients for check-ins☐ Schedule check-ins☐ Conduct check-ins
  • Task 8 due in 2 months: Create client satisfaction survey
    Create a survey to measure client satisfaction.☐ Design survey☐ Distribute survey☐ Analyze survey results
  • Task 9 due in 10 weeks: Conduct client satisfaction review
    Review client satisfaction and make necessary adjustments.☐ Review survey results☐ Identify necessary adjustments☐ Implement adjustments

Client Feedback and Improvement

  • Task 6 due in 1 month: Review client feedback
    Review feedback from clients and identify areas for improvement.☐ Collect client feedback☐ Analyze feedback☐ Identify improvements
  • Task 7 due in 6 weeks: Implement client feedback improvements
    Implement improvements identified from client feedback.☐ Plan improvements☐ Implement improvements☐ Evaluate improvements
  • Task 10 due in 3 months: Review CRM system effectiveness
    Review the effectiveness of the CRM system and make necessary adjustments.☐ Review CRM data☐ Identify necessary adjustments☐ Make CRM adjustments