Client Communication Tracking Template

More management-consulting templates

Enhance your client communication process by converting emails into tasks. This template helps you ensure that all client requests are tracked and actioned upon, improving overall client satisfaction. Follow the step-by-step guide to set up email integration, create email task rules, train your team, and monitor the system for optimal performance.

With this template, you can streamline client communication, reduce the risk of missed requests, and maintain high levels of client satisfaction.

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Client Communication Tracking for Priority Matrix

Client Communication Tracking in Priority Matrix

Track and manage client communication effectively by turning emails into actionable tasks.

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Proposed Tasks

High Priority - Immediate Action

  • Task 1: Set up Email Integration
    ☐ Research suitable email integration tools ☐ Set up integration between email and Priority Matrix ☐ Test the integration
  • Task 2: Create Email Task Rules
    ☐ Identify common types of client communication ☐ Set up rules to automatically create tasks from these emails ☐ Test the rules

High Priority - Scheduled Action

  • Task 3: Train Team on New System
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Collect feedback from team

Low Priority - Immediate Action

  • Task 4: Monitor System for a Week
    ☐ Monitor the system for any issues ☐ Adjust rules as necessary ☐ Provide support to team

Low Priority - Scheduled Action

  • Task 5: Conduct Follow-up Training
    ☐ Prepare follow-up training materials ☐ Conduct follow-up training sessions ☐ Collect feedback from team