Client Communication Tracker Template

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In a client-facing role, timely and effective communication with clients is crucial. This template helps you turn emails into tasks to ensure all client communication is tracked and actioned. By organizing your emails as tasks, you can ensure nothing slips through the cracks and maintain a high level of service for your clients.

Use this template to stay on top of client communications, respond promptly, and keep a detailed record for future reference. Ideal for Partners in Professional Service Firms.

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Client Communication Tracker for Priority Matrix

Client Communication Tracker in Priority Matrix

Ensure all client communication is tracked and actioned by turning emails into tasks.

You can start using Client Communication Tracker or other Client-Management Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

High Priority Emails

  • Email from client T due in 13 months
    ☐ Discuss client T's project scope ☐ File email for future reference
  • Email from client A due in 1 day
    ☐ Respond to client A's query ☐ File email for future reference
  • Email from client C due in 3 days
    ☐ Send requested documents to client C ☐ File email for future reference
  • Email from client E due in 2 weeks
    ☐ Provide client E with project estimate ☐ File email for future reference
  • Email from client G due in 1 month
    ☐ Discuss potential new project with client G ☐ File email for future reference
  • Email from client I due in 2 months
    ☐ Resolve client I's complaint ☐ File email for future reference
  • Email from client M due in 6 months
    ☐ Review client M's contract ☐ File email for future reference
  • Email from client O due in 8 months
    ☐ Discuss client O's concerns ☐ File email for future reference
  • Email from client R due in 11 months
    ☐ Send client R project update ☐ File email for future reference

Medium Priority Emails

  • Email from client B due in 2 days
    ☐ Update client B on project status ☐ File email for future reference
  • Email from client D due in 1 week
    ☐ Arrange meeting with client D ☐ File email for future reference
  • Email from client F due in 3 weeks
    ☐ Confirm project timeline with client F ☐ File email for future reference
  • Email from client J due in 3 months
    ☐ Plan client J's annual review ☐ File email for future reference
  • Email from client L due in 5 months
    ☐ Follow up on client L's feedback ☐ File email for future reference
  • Email from client N due in 7 months
    ☐ Coordinate with team on client N's project ☐ File email for future reference
  • Email from client Q due in 10 months
    ☐ Address client Q's feedback ☐ File email for future reference
  • Email from client S due in 12 months
    ☐ Review client S's proposal ☐ File email for future reference

Low Priority Emails

  • Email from client H due in 6 weeks
    ☐ Update client H on team changes ☐ File email for future reference
  • Email from client K due in 4 months
    ☐ Inform client K of policy changes ☐ File email for future reference
  • Email from client P due in 9 months
    ☐ Answer client P's questions ☐ File email for future reference