Client Communication and Update Sharing Project Template

More professional-consulting-services templates

Effective client communication is crucial in consulting. This template helps you share project updates and key decisions with clients seamlessly using Priority Matrix.

Ensure transparency and trust by keeping clients informed and involved in the process. The template includes tasks such as setting up Priority Matrix, creating client lists, preparing communication templates, and collecting feedback for continuous improvement.

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Client Communication and Update Sharing Project for Priority Matrix

Client Communication and Update Sharing Project in Priority Matrix

Streamline client communication and keep them informed with seamless project updates and key decisions.

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

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Proposed Tasks

Immediate Client Updates

  • First Client Update
    ☐ Prepare update ☐ Send to client
  • Launch First Client Project on Priority Matrix
    ☐ Input project details ☐ Assign responsibilities

Scheduled Client Communications

  • Prepare Monthly Client Update
    ☐ Collect project updates ☐ Prepare communication ☐ Send to client
  • Prepare Weekly Client Update
    ☐ Collect project updates ☐ Prepare communication ☐ Send to client

Client Feedback and Queries

  • Collect Client Feedback
    ☐ Prepare feedback form ☐ Send to client ☐ Analyze feedback

Internal Communications and Preparations

  • Adjust Priority Matrix Based on Feedback
    ☐ Discuss feedback with team ☐ Make necessary adjustments
  • Create Client List
    ☐ Gather client contacts ☐ Organize by project
  • Prepare Communication Templates
    ☐ Project updates ☐ Key decision notifications
  • Set up Priority Matrix
    ☐ Register and create an account ☐ Understand the features ☐ Invite team members
  • Test Priority Matrix with Team
    ☐ Run a mock project ☐ Ensure everyone understands the system