Client Communication and Task Management Template

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Maintaining strong client relationships is crucial in engineering consulting. This template helps you track all client communication and convert emails into tasks, ensuring no important details are overlooked.

By following this template, you can set up an efficient system for email tracking, task management, and team training, which will enhance your client communication and ensure consistent follow-up on tasks.

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Client Communication and Task Management for Priority Matrix

Client Communication and Task Management in Priority Matrix

Manage client communication and turn emails into tasks to ensure nothing slips through the cracks.

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Proposed Tasks

Urgent and Important

  • Set Up Email Tracking System - due in 1 week
    ☐ Research suitable email tracking systems ☐ Choose the best system ☐ Implement the system
  • Create Email-to-Task Conversion Process - due in 2 weeks
    ☐ Understand current email management process ☐ Design process for converting emails into tasks ☐ Implement and test the process

Important but not Urgent

  • Establish Client Communication Guidelines - due in 1 month
    ☐ Identify key points for communication ☐ Create guidelines document ☐ Distribute guidelines to team
  • Train Team on New Processes - due in 6 weeks
    ☐ Develop training materials ☐ Organize training sessions ☐ Follow up on training effectiveness

Urgent but not Important

  • Review Client Communication Weekly - ongoing
    ☐ Review client communication ☐ Identify areas for improvement ☐ Implement changes as needed
  • Update Email-to-Task Process as Needed - ongoing
    ☐ Review email-to-task process ☐ Identify areas for improvement ☐ Implement changes as required

Not Urgent and Not Important

  • Archive Old Client Communications - due in 2 months
    ☐ Identify old communications ☐ Archive appropriately
  • Update Client Contact Details - due in 3 months
    ☐ Review client contact details ☐ Update details as required