Client Email Management and Task Conversion Template

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In the advertising and marketing industry, client satisfaction is paramount. This template helps Managing Directors turn client emails into actionable tasks to ensure requests are tracked and addressed promptly. The project includes steps for setting up email tracking and task conversion processes, training staff, and monitoring client satisfaction.

By following this template, you can enhance client relationships and ensure no request goes unanswered. Step-by-step tasks include system setup, staff training, process documentation, and continuous improvement through feedback and performance analysis.

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Client Email Management and Task Conversion for Priority Matrix

Client Email Management and Task Conversion in Priority Matrix

Ensure timely tracking and actioning of client requests by converting emails into tasks.

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Proposed Tasks

Urgent and Important

  • Task 1 due in 1 day: Set up email tracking system
    ☐ Research suitable email tracking systems ☐ Choose the best system ☐ Implement the system
  • Task 7 due in 1 day: Set up a daily task review process
    ☐ Define the process ☐ Document the process ☐ Communicate the process to the team
  • Task 3 due in 2 days: Set up task conversion process
    ☐ Define the process ☐ Document the process ☐ Communicate the process to the team
  • Task 2 due in 1 week: Train staff on email tracking system
    ☐ Organize training session ☐ Conduct training ☐ Get feedback
  • Task 4 due in 1 week: Train staff on task conversion process
    ☐ Organize training session ☐ Conduct training ☐ Get feedback
  • Task 8 due in 1 week: Train staff on daily task review process
    ☐ Organize training session ☐ Conduct training ☐ Get feedback

Important, Not Urgent

  • Task 9 due in 2 weeks: Set up a weekly task review process
    ☐ Define the process ☐ Document the process ☐ Communicate the process to the team
  • Task 5 due in 3 weeks: Review and adjust the system
    ☐ Collect feedback from staff ☐ Analyze system performance ☐ Make necessary adjustments
  • Task 10 due in 3 weeks: Train staff on weekly task review process
    ☐ Organize training session ☐ Conduct training ☐ Get feedback
  • Task 6 due in 1 month: Monitor client satisfaction
    ☐ Develop a client satisfaction survey ☐ Send out the survey ☐ Analyze the results