Client Communication and Relationship Management Template

More staffing-and-recruitment templates

Maintain strong relationships with your clients by prioritizing essential communication and relationship management tasks. This template guides you through weekly updates, monthly meetings, quarterly reviews, issue resolution, feedback collection, and more to ensure client satisfaction and loyalty.

By following this template, you can streamline your client communication processes, resolve issues promptly, and build lasting relationships that drive repeat business and growth in the staffing and recruitment industry.

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Client Communication and Relationship Management for Priority Matrix

Client Communication and Relationship Management in Priority Matrix

Enhance client communication and relationships to ensure satisfaction and repeat business in staffing and recruitment.

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Proposed Tasks

High Impact, Urgent

  • Client issue resolution - Due in 1 day
    ☐ Identify issue ☐ Propose solution ☐ Implement solution
  • Weekly client update - Due in 1 week
    ☐ Prepare update report ☐ Send email ☐ Follow up call
  • Client onboarding - Due in 1 week
    ☐ Prepare onboarding materials ☐ Conduct onboarding session ☐ Follow up
  • Client offboarding - Due in 1 month
    ☐ Conduct exit interview ☐ Process offboarding ☐ Follow up

High Impact, Not Urgent

  • Monthly client meeting - Due in 4 weeks
    ☐ Set agenda ☐ Prepare presentation ☐ Conduct meeting
  • Client referral program - Due in 1 month
    ☐ Design program ☐ Launch program ☐ Track referrals
  • Client contract renewal - Due in 2 months
    ☐ Review contract ☐ Prepare renewal proposal ☐ Negotiate renewal
  • Quarterly client review - Due in 3 months
    ☐ Review client account ☐ Prepare review report ☐ Conduct review meeting

Low Impact, Urgent

  • Client feedback collection - Due in 2 weeks
    ☐ Prepare survey ☐ Send survey ☐ Analyze feedback

Low Impact, Not Urgent

  • Client appreciation event - Due in 6 months
    ☐ Plan event ☐ Send invitations ☐ Host event