Client Engagement and Communication Tracking Template

More financial-services templates

Improve your client relationships by effectively managing communication and engagement tasks with this comprehensive template. It covers everything from scheduling client calls and sending follow-up emails to planning appreciation events and preparing client reports.

By using this template, you can ensure no opportunity for client interaction is missed, thereby building and maintaining strong relationships crucial for success in the financial services consulting industry.

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Client Engagement and Communication Tracking for Priority Matrix

Client Engagement and Communication Tracking in Priority Matrix

Enhance client relationships by managing communication and engagement tasks efficiently.

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Proposed Tasks

Immediate Communication Tasks

  • Task 1: Schedule Weekly Client Calls due in 1 day
    ☐ Identify clients for weekly calls ☐ Schedule calls ☐ Prepare agenda for each call
  • Task 6: Send Follow-up Emails due in 2 days
    ☐ Identify clients for follow-up ☐ Draft and send follow-up emails
  • Task 4: Update Client Information due in 3 days
    ☐ Review and update client contact information ☐ Update client preferences

Long-term Engagement Strategies

  • Task 2: Develop Quarterly Engagement Plan due in 2 weeks
    ☐ Identify key engagement activities ☐ Plan events or webinars ☐ Prepare engagement calendar
  • Task 7: Conduct Client Satisfaction Survey due in 3 weeks
    ☐ Prepare survey ☐ Distribute survey to clients ☐ Analyze survey results
  • Task 5: Plan Client Appreciation Event due in 1 month
    ☐ Identify suitable date and venue ☐ Plan event activities ☐ Send out invitations
  • Task 9: Prepare Quarterly Client Reports due in 1 month
    ☐ Collect client engagement data ☐ Prepare and review reports ☐ Send reports to management
  • Task 10: Plan Annual Client Review Meetings due in 2 months
    ☐ Schedule meetings ☐ Prepare review materials ☐ Conduct review meetings

Routine Communication Tasks

  • Task 3: Send Monthly Newsletters due in 1 week
    ☐ Collect updates for newsletter ☐ Design and draft newsletter ☐ Send out newsletter
  • Task 8: Update Client Engagement Database due in 1 week
    ☐ Review and update client engagement records ☐ Add new client interactions