Client Communication Task Tracker Template

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Effective communication is crucial in consulting, and this template helps you achieve just that. By turning client emails and calls into tasks, you ensure that no client request or communication is missed. This structured approach lets you manage and prioritize client interactions, ensuring timely responses and follow-ups.

Use this template to streamline your communication process, track client requests, and maintain strong client relationships.

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Client Communication Task Tracker for Priority Matrix

Client Communication Task Tracker in Priority Matrix

Ensure timely responses and follow-ups by turning client emails and calls into actionable tasks.

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Proposed Tasks

High Impact, Immediate Response

  • Email from Client A due in 1 day
    ☐ Read Email ☐ Identify Tasks ☐ Assign Tasks
  • Email from Client C due in 1 day
    ☐ Read Email ☐ Identify Tasks ☐ Assign Tasks
  • Call with Client F due in 1 day
    ☐ Prepare for Call ☐ Identify Tasks during Call ☐ Assign Tasks
  • Follow up Email to Client I due in 1 day
    ☐ Prepare Email ☐ Send Email
  • Send Reminder to Client M due in 1 day
    ☐ Prepare Reminder ☐ Send Reminder
  • Prepare Quote for Client T due in 1 day
    ☐ Identify Client Needs ☐ Create Quote ☐ Review Quote ☐ Send Quote

High Impact, Scheduled Response

  • Call with Client E due in 2 days
    ☐ Prepare for Call ☐ Identify Tasks during Call ☐ Assign Tasks
  • Follow up Call to Client J due in 2 days
    ☐ Prepare for Call ☐ Make Call
  • Send Reminder to Client N due in 2 days
    ☐ Prepare Reminder ☐ Send Reminder
  • Email from Client B due in 3 days
    ☐ Read Email ☐ Identify Tasks ☐ Assign Tasks
  • Prepare Invoice for Client L due in 3 days
    ☐ Prepare Invoice ☐ Review Invoice ☐ Send Invoice
  • Prepare Report for Client P due in 3 days
    ☐ Collect Data ☐ Prepare Report ☐ Review Report ☐ Send Report
  • Prepare Quote for Client S due in 3 days
    ☐ Identify Client Needs ☐ Create Quote ☐ Review Quote ☐ Send Quote
  • Meeting with Client G due in 3 days
    ☐ Prepare for Meeting ☐ Identify Tasks during Meeting ☐ Assign Tasks

Low Impact, Scheduled Response

  • Email from Client D due in 1 week
    ☐ Read Email ☐ Identify Tasks ☐ Assign Tasks
  • Prepare Proposal for Client K due in 1 week
    ☐ Identify Client Needs ☐ Create Proposal ☐ Review Proposal ☐ Send Proposal
  • Prepare Presentation for Client Q due in 1 week
    ☐ Identify Key Points ☐ Create Presentation ☐ Review Presentation
  • Review Contract for Client O due in 1 week
    ☐ Read Contract ☐ Identify Issues ☐ Prepare Feedback ☐ Send Feedback
  • Prepare Training Materials for Client R due in 1 week
    ☐ Identify Training Needs ☐ Create Training Materials ☐ Review Training Materials
  • Meeting with Client H due in 1 week
    ☐ Prepare for Meeting ☐ Identify Tasks during Meeting ☐ Assign Tasks