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 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
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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