Client Communication and Update Tracker Template

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Enhance client satisfaction and trust with our Client Communication and Update Tracker template. This template is designed to keep your clients informed about project progress and any changes in the schedule, fostering transparency and strong relationships.

By following the tasks and subtasks outlined in this template, you can manage client expectations effectively, address their queries promptly, and continuously improve your communication process for better project outcomes.

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Client Communication and Update Tracker for Priority Matrix

Client Communication and Update Tracker in Priority Matrix

Keep clients updated on project progress to improve transparency and trust in roofing and construction.

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Proposed Tasks

Urgent and Important

  • Set up a project communication plan due in 2 days
    ☐ Identify communication channels ☐ Establish communication frequency ☐ Determine communication content
  • Address client queries due in 2 days
    ☐ Respond to client emails ☐ Answer client calls
  • Create a project schedule due in 1 week
    ☐ Define project milestones ☐ Identify key tasks ☐ Estimate task duration
  • Monthly project review due in 1 month
    ☐ Assess progress towards milestones ☐ Identify any issues
  • Implement feedback changes due in 3 months
    ☐ Update project plan ☐ Communicate changes to client
  • Final project update due in 3.5 months
    ☐ Summarize project completion ☐ Discuss next steps
  • Implement new communication process due in 5.5 months
    ☐ Use new template ☐ Monitor effectiveness

Important, Not Urgent

  • Send initial project update due in 1 week
    ☐ Include project schedule ☐ Explain communication plan
  • Weekly project update due in 2 weeks
    ☐ Summarize progress ☐ Highlight any changes
  • Update project schedule due in 3 weeks
    ☐ Adjust dates as needed ☐ Communicate changes to client
  • Revise communication plan due in 6 weeks
    ☐ Evaluate communication effectiveness ☐ Make improvements as needed
  • Survey feedback review due in 2.5 months
    ☐ Analyze survey responses ☐ Identify areas for improvement
  • Post-project review due in 4 months
    ☐ Evaluate project success ☐ Identify lessons learned
  • Update client communication template due in 4.5 months
    ☐ Include improvements identified ☐ Test new template
  • Train team on new communication process due in 5 months
    ☐ Explain changes ☐ Conduct training sessions
  • Quarterly client communication review due in 6 months
    ☐ Assess communication effectiveness ☐ Make adjustments as needed
  • Year-end client communication review due in 1 year
    ☐ Evaluate annual communication success ☐ Plan for next year

Urgent, Not Important

  • Client satisfaction survey due in 2 months
    ☐ Design survey ☐ Send to client