Client Communications and Tasks Tracker Template

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Effectively manage client relationships in the tech consulting industry with the Client Communications and Tasks Tracker template. This template leverages Priority Matrix to help Account Executives organize client contact information, schedule communications, set up reminders, and draft communication templates, among other tasks.

By staying on top of client needs and feedback, you can bolster your credibility and enhance client satisfaction, ensuring long-term success.

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Client Communications and Tasks Tracker for Priority Matrix

Client Communications and Tasks Tracker in Priority Matrix

Track and manage client communications to ensure timely and efficient service delivery.

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Proposed Tasks

High Priority Communications

  • Plan for Client Meetings - due as needed
    ☐ Schedule client meetings ☐ Prepare agenda for each meeting ☐ Follow up on action points after each meeting
  • Send Regular Client Updates - due every month
    ☐ Compile all necessary project updates ☐ Send updates to each client ☐ Follow up on any client queries or concerns
  • Organize Client Contact Information - due in 1 day
    ☐ Collect all client contact information ☐ Update any missing or outdated information ☐ Create a centralized database for easy access
  • Create Communication Schedule - due in 3 days
    ☐ Identify key communication points ☐ Set regular intervals for client updates ☐ Allocate time for ad-hoc client requests

Ongoing Tasks

  • Review and Update Project Status - due every week
    ☐ Review all ongoing client projects ☐ Update project status in database ☐ Prepare status updates for clients
  • Track Client Feedback - ongoing
    ☐ Record all client feedback ☐ Analyze feedback for trends and insights ☐ Implement changes as necessary based on feedback
  • Set up Reminder System - due in 1 week
    ☐ Determine the best reminder system ☐ Set reminders for all upcoming tasks and communications
  • Draft Client Communication Templates - due in 2 weeks
    ☐ Write standard templates for common communications ☐ Customize templates for each client as needed

Low Priority Communications

  • Maintain Client Satisfaction Surveys - due every quarter
    ☐ Create client satisfaction surveys ☐ Send out surveys to clients ☐ Analyze survey results

Future Tasks

  • Evaluate Communication Efficiency - due every 6 months
    ☐ Review communication processes ☐ Identify areas for improvement ☐ Implement changes as needed