Client Communication and Task Tracking Template

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Effective client communication is crucial in a design firm. This template helps you turn emails into tasks and track all client communications, ensuring that no request or query is overlooked. By leveraging Priority Matrix, you can manage client communications efficiently and address their requests and queries in a timely manner.

Follow the step-by-step tasks to set up email integration, create email-to-task rules, track client communications, and train your team on the new system. Regular monitoring and adjustments, along with feedback sessions, ensure the system remains effective and up-to-date.

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Client Communication and Task Tracking for Priority Matrix

Client Communication and Task Tracking in Priority Matrix

Ensure no client request or query is overlooked by turning emails into tasks and tracking communications.

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Proposed Tasks

Urgent and Important

  • Task 1: Set Up Email Integration
    ☐ Connect Email to Task Management Tool ☐ Test Email Integration
  • Task 10: Regular Client Communication Reports
    ☐ Generate Regular Reports on Client Communications ☐ Review and Implement Changes Based on Reports
  • Task 2: Create Email-to-Task Rules
    ☐ Define Rules for Turning Emails into Tasks ☐ Test Email-to-Task Rules
  • Task 5: Train Team on New System
    ☐ Prepare Training Materials ☐ Conduct Training Session

Important, Not Urgent

  • Task 3: Set Up Client Communication Tracking
    ☐ Define Parameters for Tracking Client Communications ☐ Set Up Communication Tracking in Task Management Tool
  • Task 4: Test Client Communication Tracking
    ☐ Conduct Tests on Communication Tracking ☐ Make Necessary Adjustments
  • Task 7: Review Client Feedback
    ☐ Collect Client Feedback ☐ Implement Feedback into System
  • Task 9: Regular Team Feedback Sessions
    ☐ Conduct Regular Feedback Sessions with Team ☐ Implement Feedback into System

Urgent, Not Important

  • Task 6: Monitor and Adjust System
    ☐ Monitor System for Any Issues ☐ Make Adjustments as Needed
  • Task 8: Regular System Maintenance
    ☐ Conduct Regular System Checks ☐ Fix Any Issues