Client Communication and Task Tracking Project Template

More real-estate templates

Ensure no detail is missed with this comprehensive template designed for real estate professionals. The 'Client Communication and Task Tracking Project' helps you keep track of all client interactions and tasks in one centralized location, fostering effective communication and task management.

By following this template, you can build stronger client relationships, improve deal closures, and maintain an organized workflow. Key tasks include creating a client information database, developing a communication protocol, implementing a task tracking system, and conducting satisfaction surveys.

Get this template on priority matrix

Client Communication and Task Tracking Project for Priority Matrix

Client Communication and Task Tracking Project in Priority Matrix

Centralize and streamline client communication and task tracking for real estate success.

You can start using Client Communication and Task Tracking Project or other Real-Estate 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 1: Create a Client Information Database due in 1 week
    ☐ Collect all relevant client data ☐ Organize data in a structured format ☐ Ensure easy accessibility of data
  • Task 4: Schedule Regular Client Follow-ups due in 1 week
    ☐ Identify key touchpoints for client interaction ☐ Schedule regular follow-ups ☐ Implement reminders in task tracking system
  • Task 7: Regularly Update Client Information due in 1 week
    ☐ Regularly review client information ☐ Update client information as needed ☐ Ensure accuracy of data
  • Task 2: Develop a Communication Protocol due in 2 weeks
    ☐ Define key communication strategies ☐ Establish guidelines for client interaction ☐ Train team on communication protocol
  • Task 8: Monitor Client Communication due in 2 weeks
    ☐ Regularly review client communication logs ☐ Ensure all client queries are answered ☐ Address any communication issues

Important but not Urgent

  • Task 3: Implement a Task Tracking System due in 1 month
    ☐ Identify suitable task management software ☐ Customize software to meet needs ☐ Train team on using the system
  • Task 9: Regularly Review Task Completion due in 1 month
    ☐ Monitor task completion rates ☐ Address any task completion issues ☐ Ensure all tasks are completed in a timely manner
  • Task 5: Conduct Client Satisfaction Surveys due in 2 months
    ☐ Design client satisfaction survey ☐ Distribute surveys to clients ☐ Analyze survey results

Urgent but not Important

  • Task 6: Review Communication and Task Tracking System due in 3 months
    ☐ Collect feedback from team ☐ Analyze system effectiveness ☐ Make necessary adjustments
  • Task 10: Train New Staff on System due in 3 months
    ☐ Train new staff on client information database ☐ Train new staff on communication protocol ☐ Train new staff on task tracking system