Client Communication & Task Management Template

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Maintain strong client relationships by prioritizing and tracking all client communications and tasks. This template helps Public Relations Managers ensure prompt and effective communication with clients, guaranteeing that no client request or query goes unanswered.

Use this step-by-step guide to establish communication channels, develop client profiles, schedule regular check-ins, create communication templates, and more, to improve client satisfaction and streamline task management.

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Client Communication & Task Management for Priority Matrix

Client Communication & Task Management in Priority Matrix

Prioritize and manage client communications and tasks effectively to ensure no request goes unanswered.

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Proposed Tasks

Urgent and Important

  • Task 1: Establish Communication Channels - due in 1 day
    ☐ Identify preferred communication channels for each client ☐ Set up channels ☐ Test channels
  • Task 5: Prioritize Client Requests - due in 1 day
    ☐ Review all open client requests ☐ Prioritize requests based on urgency and importance
  • Task 3: Schedule Regular Check-ins - due in 2 days
    ☐ Schedule regular check-ins with each client ☐ Set reminders for check-ins

Important, Not Urgent

  • Task 2: Develop Client Profiles - due in 1 week
    ☐ Collect client information ☐ Update CRM with client details
  • Task 7: Follow up on Completed Tasks - due in 1 week
    ☐ Follow up with clients to confirm task completion ☐ Update CRM with task status
  • Task 8: Document Client Feedback - due in 2 weeks
    ☐ Collect client feedback post task completion ☐ Document feedback for future reference
  • Task 4: Create Communication Templates - due in 3 weeks
    ☐ Create templates for common communication scenarios ☐ Review and approve templates
  • Task 9: Conduct Monthly Client Reviews - due in 1 month
    ☐ Prepare for monthly client review ☐ Conduct review meeting ☐ Document and action on feedback

Urgent, Not Important

  • Task 6: Delegate Tasks - due in 1 day
    ☐ Assign tasks to team members based on their expertise ☐ Monitor task progress
  • Task 10: Update Client Information - due in 2 days
    ☐ Review client information for accuracy ☐ Update information as necessary