Client Communication and Servicing Project Template
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Managing client relationships effectively is crucial in the advertising industry. This template helps you track all communication and tasks related to clients, ensuring nothing falls through the cracks. From preparing for client meetings to billing and feedback collection, each task is clearly defined to streamline your workflow.
By using this template, you can enhance client satisfaction and retention by ensuring timely follow-ups, accurate billing, and proactive communication. Keep your clients engaged and maintain strong relationships with ease.
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Client Communication and Servicing Project in Priority Matrix
Ensure smooth and effective client relationships by tracking all communications and tasks.
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Proposed Tasks
Urgent and Important
-
Task 6: Client Onboarding (Due in 1 day)
☐ Prepare welcome kit ☐ Send welcome email ☐ Schedule kickoff meeting -
Task 1: Client Meeting Preparation (Due in 1 day)
☐ Review client's brief ☐ Prepare presentation ☐ Coordinate with creative team -
Task 2: Client Follow-up (Due in 3 days)
☐ Email client post-meeting notes ☐ Set up next meeting -
Task 5: Client Contract Renewal (Due in 1 month)
☐ Review contract ☐ Prepare renewal proposal ☐ Send proposal to client
Important, Not Urgent
-
Task 3: Client Billing (Due in 1 week)
☐ Prepare invoice ☐ Send invoice ☐ Follow up for payment -
Task 4: Client Feedback Collection (Due in 2 weeks)
☐ Prepare feedback form ☐ Send form to client ☐ Analyze feedback -
Task 8: Client Proposal (Due in 2 weeks)
☐ Prepare proposal ☐ Send proposal to client -
Task 10: Client Appreciation (Due in 1 month)
☐ Prepare appreciation note ☐ Send note to client
Urgent, Not Important
-
Task 7: Client Status Update (Due in 1 week)
☐ Prepare status report ☐ Email report to client
Not Urgent, Not Important
-
Task 9: Client Database Update (Due in 1 month)
☐ Update client information ☐ Verify client contact details