Client Expectation Management and Progress Update Template

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Efficiently manage and meet client expectations with this comprehensive template. By using the Priority Matrix, you can keep clients informed about the progress of their campaigns, ensuring transparency and building trust. This template includes tasks such as establishing client expectations, creating progress reports, seeking feedback, and conducting regular reviews.

By following the steps in this template, you can maintain strong client relationships, improve campaign outcomes, and ensure client satisfaction.

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Client Expectation Management and Progress Update for Priority Matrix

Client Expectation Management and Progress Update in Priority Matrix

Manage and meet client expectations effectively by keeping them informed about campaign progress.

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Proposed Tasks

Critical and Immediate

  • Client Feedback - due after every progress update
    ☐ Ask for client's feedback ☐ Analyze feedback ☐ Implement changes if necessary
  • Monthly Review Meeting - due end of every month
    ☐ Prepare for the meeting ☐ Discuss progress and feedback ☐ Plan for next month
  • Weekly Progress Update - due end of every week
    ☐ Collect data ☐ Fill in report template ☐ Send to client
  • Establish Client Expectations - due in 2 days
    ☐ Identify client's goals ☐ Set realistic expectations ☐ Communicate these expectations to the client

Important but not Urgent

  • Campaign Adjustment - due after every review meeting
    ☐ Identify areas of improvement ☐ Make necessary changes
  • Final Campaign Report - due at the end of the campaign
    ☐ Collect and analyze all campaign data ☐ Prepare a comprehensive report ☐ Present to client
  • Quarterly Performance Review - due every quarter
    ☐ Collect and analyze data ☐ Prepare a comprehensive report ☐ Present to client
  • Create a Campaign Progress Report Template - due in 1 week
    ☐ Identify key metrics to track ☐ Design the report layout ☐ Ensure easy comprehension of data

Quick Wins

  • Client Satisfaction Survey - due every 6 months
    ☐ Prepare survey ☐ Send to client ☐ Analyze results

Low Priority

  • Post-Campaign Review - due 1 month after the campaign ends
    ☐ Discuss what went well ☐ Identify areas of improvement for future campaigns