Client Expectation & Feedback Management Project Template

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Effective management of client expectations and feedback is crucial in PR and marketing consultancy. This template guides you through a structured process to ensure client satisfaction and maintain strong professional relationships.

From conducting surveys to regular check-ins, feedback analysis, and strategy adjustments, this template provides all the necessary steps to keep your clients happy and your campaigns successful.

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Client Expectation & Feedback Management Project for Priority Matrix

Client Expectation & Feedback Management Project in Priority Matrix

Manage client expectations and feedback to ensure satisfaction with campaign results.

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Proposed Tasks

High Impact, Quick Wins

  • Client Expectations Survey - due in 1 day
    ☐ Create a survey ☐ Send out the survey to the clients ☐ Analyze the survey results
  • Establish Regular Check-ins with Clients - due in 1 week
    ☐ Plan the schedule for regular check-ins ☐ Inform clients about the schedule

High Impact, Long Term

  • Create a Feedback System - due in 2 weeks
    ☐ Design a feedback form ☐ Implement the feedback form onto the website ☐ Test the feedback form
  • Analyze Feedback - due in 3 weeks
    ☐ Collect feedback ☐ Analyze feedback ☐ Share feedback with the team
  • Adjust Strategies - due in 1 month
    ☐ Discuss feedback with the team ☐ Propose new strategies ☐ Implement new strategies

Low Impact, Quick Wins

  • Client Satisfaction Survey - due in 6 weeks
    ☐ Create a satisfaction survey ☐ Send out the survey to the clients ☐ Analyze the survey results
  • Review and Reflect - due in 2 months
    ☐ Review the process of managing expectations and feedback ☐ Reflect on what worked and what didn't

Low Priority / Maintenance Tasks

  • Plan for the Next Cycle - due in 10 weeks
    ☐ Plan for the next cycle of managing expectations and feedback based on the review and reflection
  • Prepare Report for Management - due in 3 months
    ☐ Prepare a comprehensive report on the project for management
  • Conduct Team Meeting - due in 3 months 1 week
    ☐ Organize a team meeting to discuss the report and the future plan