Client Communication Tracking and Prioritization Template

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Efficiently manage client communications with this comprehensive template designed for Sales Directors in the IT infrastructure distribution industry. This project helps you select and implement a communication tracking software, train your sales team, and start using the system to prioritize responses based on urgency and importance.

By following the steps outlined in this template, you can ensure timely responses to client inquiries, improve client satisfaction, and drive sales growth.

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Client Communication Tracking and Prioritization for Priority Matrix

Client Communication Tracking and Prioritization in Priority Matrix

Track and prioritize client communications to enhance relationships and boost sales.

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Proposed Tasks

Urgent & Important

  • Task 1: Select a Communication Tracking Software due in 1 week
    ☐ Research available software options ☐ Compare features and prices ☐ Select the best software that fits the needs
  • Task 2: Implement the Software due in 2 weeks
    ☐ Install the software ☐ Configure the settings ☐ Import existing client data into the system
  • Task 4: Start Using the Software due in 4 weeks
    ☐ Start tracking all client communications ☐ Ensure all communications are logged
  • Task 5: Prioritize Communications due in 5 weeks
    ☐ Use the Eisenhower method to prioritize responses ☐ Ensure urgent and important communications are addressed first

Important, Not Urgent

  • Task 3: Train the Sales Team due in 3 weeks
    ☐ Organize a training session ☐ Explain the new system ☐ Address any questions or concerns
  • Task 6: Monitor the System due in 6 weeks
    ☐ Regularly check the system for new communications ☐ Monitor the effectiveness of the system
  • Task 7: Monthly Review due in 7 weeks
    ☐ Review the system's effectiveness monthly ☐ Make necessary adjustments
  • Task 8: Quarterly Review due in 3 months
    ☐ Review the system's effectiveness quarterly ☐ Make necessary adjustments
  • Task 9: Bi-annual Review due in 6 months
    ☐ Review the system's effectiveness bi-annually ☐ Make necessary adjustments
  • Task 10: Annual Review due in 1 year
    ☐ Review the system's effectiveness annually ☐ Make necessary adjustments