Client Communication Tracking Project Template

Client Communication Tracking Project in Priority Matrix

Ensure no client communication slips through the cracks by turning emails into manageable tasks.

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Proposed Tasks

Delegable Tasks

• Task 1: Select an Email Management Software
  ☐ Select an email management software that allows conversion of emails to tasks ☐ Do a comparative analysis of different software ☐ Make a purchase decision
• Task 10: Create a Client Communications Report
  ☐ Create a report detailing all client communications and the resulting tasks ☐ Present the report to the board
• Task 11: Plan for Future Improvements
  ☐ Based on feedback and reports, plan for future improvements to the process
• Task 12: Implement Future Improvements
  ☐ Implement the planned improvements ☐ Monitor the impact of these improvements
• Task 13: Evaluate Software Efficiency
  ☐ Evaluate the efficiency of the email management software after 6 months of use ☐ Decide whether to continue using the software or consider alternatives
• Task 14: Conduct a Final Review
  ☐ Conduct a final review of the process and its impact on client communication ☐ Present the findings to the board
• Task 15: Update Company Policies
  ☐ Update company policies to include the new process for handling client communications
• Task 16: Train New Employees
  ☐ Train new employees on the process of converting emails into tasks
• Task 17: Celebrate Success
  ☐ Organize a celebration to acknowledge the team's hard work in improving client communication
• Task 19: Review Client Feedback
  ☐ Review client feedback received throughout the year and make necessary adjustments to the process
• Task 2: Train Team on Software Usage
  ☐ Organize a training session for the team on how to use the software ☐ Ensure everyone understands how to convert emails into tasks
• Task 20: Reflect on Progress
  ☐ Reflect on the progress made in improving client communication and plan for continued improvement
• Task 3: Implement Email-to-Task Conversion
  ☐ Start converting all client emails into tasks using the software ☐ Monitor the process for any issues
• Task 4: Monitor Progress
  ☐ Monitor the progress of tasks created from emails ☐ Ensure tasks are being completed in a timely manner
• Task 5: Create a Feedback Loop
  ☐ Create a system for receiving feedback from the team about the new process ☐ Use feedback to make necessary improvements
• Task 6: Regularly Review Task Progress
  ☐ Establish a routine for regularly reviewing the progress of tasks ☐ Identify any recurring issues
• Task 7: Implement Improvements
  ☐ Implement improvements based on feedback and task progress reviews ☐ Monitor the impact of improvements
• Task 8: Evaluate Client Satisfaction
  ☐ Conduct a survey to evaluate client satisfaction with communication ☐ Use survey results to make further improvements
• Task 9: Create a Task Completion Report
  ☐ Create a report detailing the completion of tasks created from emails ☐ Present the report to the board
• Task 18: Prepare for Next Year
  ☐ Prepare for the next year by reviewing the process and making necessary adjustments