Client Communication and Servicing Project Template

More marketing templates

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.

Get this template on priority matrix

Client Communication and Servicing Project for Priority Matrix

Client Communication and Servicing Project in Priority Matrix

Ensure smooth and effective client relationships by tracking all communications and tasks.

You can start using Client Communication and Servicing Project or other Marketing 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

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