Client Communication & Update Sharing Project Template

Client Communication & Update Sharing Project in Priority Matrix

Ensure transparency and build trust with clients by sharing project updates, tasks, and notes seamlessly.

You can start using Client Communication & Update Sharing Project or other It-Consulting Project Templates with Priority Matrix in just a few steps:

1. Click to sign in or create an account in the system
2. Start adding your items to the matrix
3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you

If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.

Proposed Tasks

Critical Communication

• Invite Clients to the Project
  ☐ Collect client contact information ☐ Send project invitation through Priority Matrix
• Review Client Feedback
  ☐ Collect client feedback on communication ☐ Review and implement changes as necessary
• Set Up Project in Priority Matrix
  ☐ Decide on project structure ☐ Create project in Priority Matrix

Project Updates

• Create Project Update Template
  ☐ Decide on update frequency ☐ Create template for updates
• Send Initial Project Update
  ☐ Fill out project update template ☐ Send update to clients
• Set Up Recurring Updates
  ☐ Set up schedule for recurring updates ☐ Automate update sending

Project Tasks

• Assign Tasks
  ☐ Identify task owners ☐ Assign tasks in Priority Matrix
• Create Task List
  ☐ Identify project tasks ☐ Add tasks to Priority Matrix

Additional Notes

• Create Note Sharing System
  ☐ Decide on note structure ☐ Create note system in Priority Matrix
• Share Initial Notes
  ☐ Compile initial project notes ☐ Share notes with clients