Client Email Task Management Template

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Ensure no important client communication is missed by transforming emails into actionable tasks. This template guides you through sorting emails by importance, converting them into tasks, creating follow-up schedules, and reviewing task completion. Maintain effective client communication and improve task management in the financial services industry.

By following this template, you can streamline your email management process, ensure timely follow-ups, and enhance client satisfaction.

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Client Email Task Management for Priority Matrix

Client Email Task Management in Priority Matrix

Turn client emails into actionable tasks to ensure timely and efficient communication.

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Proposed Tasks

Urgent and Important

  • Task 1: Sort emails by importance - due in 1 day
    ☐ Identify important client emails ☐ Mark them for conversion into tasks
  • Task 2: Convert important emails into tasks - due in 3 days
    ☐ Use Priority Matrix to convert marked emails into tasks ☐ Assign tasks to respective team members
  • Task 5: Client communication - due in 3 weeks
    ☐ Communicate with clients as required based on task outcomes ☐ Ensure all client queries or concerns are addressed

Important, Not Urgent

  • Task 3: Create a follow-up schedule - due in 1 week
    ☐ Establish a schedule to follow up on tasks created from emails ☐ Ensure all tasks are being actioned upon timely
  • Task 4: Review tasks - due in 2 weeks
    ☐ Review tasks for completion status ☐ Address any issues or delays
  • Task 8: Implement process improvements - due in 6 weeks
    ☐ Implement identified improvements to the process ☐ Monitor for effectiveness

Urgent, Not Important

  • Task 6: Update task status - due in 1 month
    ☐ Update task status based on completion ☐ Close completed tasks
  • Task 9: Conduct team training - due in 2 months
    ☐ Conduct training for team members on process improvements ☐ Ensure understanding and compliance

Not Urgent, Not Important

  • Task 7: Evaluate process - due in 5 weeks
    ☐ Evaluate the process of converting emails to tasks ☐ Identify any inefficiencies or areas for improvement
  • Task 10: Client feedback - due in 10 weeks
    ☐ Seek feedback from clients on communication and task handling ☐ Implement changes based on feedback