Client Email Management Template

More management-consulting templates

Ensure no client communication is overlooked by transforming emails into actionable tasks. This template guides you through setting up email integration, creating filtering rules, prioritizing emails, and assigning tasks to team members.

By following this structured approach, you can guarantee timely responses to client requests, improving overall client satisfaction and efficiency in your management consulting services.

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Client Email Management for Priority Matrix

Client Email Management in Priority Matrix

Turn client emails into actionable tasks, ensuring timely responses and enhanced client satisfaction.

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Proposed Tasks

High Urgency, High Impact

  • Task 3: Prioritize Client Emails (due in 1 day)
    ☐ Review Client Emails ☐ Assign Priority Levels
  • Task 1: Setup Email Integration (due in 2 days)
    ☐ Research Email Integration Tools ☐ Choose Suitable Tool ☐ Setup Integration
  • Task 4: Convert High Priority Emails into Tasks (due in 2 days)
    ☐ Review High Priority Emails ☐ Create Corresponding Tasks
  • Task 2: Create Email Filtering Rules (due in 1 week)
    ☐ Identify Common Email Types ☐ Setup Filtering Rules

Low Urgency, High Impact

  • Task 5: Assign Tasks to Team Members (due in 1 day)
    ☐ Identify Task Owners ☐ Assign Tasks
  • Task 6: Monitor Task Progress (due in 1 week)
    ☐ Review Task Progress ☐ Provide Feedback

High Urgency, Low Impact

  • Task 7: Review Completed Tasks (due in 1 week)
    ☐ Review Completed Tasks ☐ Provide Feedback
  • Task 8: Adjust Email Filtering Rules (due in 2 weeks)
    ☐ Review Filtering Rules ☐ Make Necessary Adjustments

Low Urgency, Low Impact

  • Task 10: Monthly Report on Email Management (due every month)
    ☐ Prepare Report ☐ Present Report to Management
  • Task 9: Weekly Review of Email Management System (due every week)
    ☐ Review System ☐ Identify Improvements