Client Interaction and Deliverable Tracker Template

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Ensure your consultancy projects run smoothly and meet client expectations with our Client Interaction and Deliverable Tracker template. This template helps you coordinate with clients, share project updates, and keep track of deliverables using Priority Matrix.

By following the tasks and subtasks outlined in this template, you can enhance client satisfaction, meet deadlines, and maintain clear communication throughout the project lifecycle.

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Client Interaction and Deliverable Tracker for Priority Matrix

Client Interaction and Deliverable Tracker in Priority Matrix

Effectively manage client interactions and ensure timely deliverables using this comprehensive tracker.

You can start using Client Interaction and Deliverable Tracker or other Business-Consultancy Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Critical and Immediate

  • Address Client Concerns
    ☐ Respond to client queries and concerns promptly
  • Create Client Database
    ☐ Gather client contact details ☐ Enter details into project management tool
  • Quality Check of Deliverables
    ☐ Ensure quality of deliverables before sending to clients
  • Send Completed Deliverables
    ☐ Send completed deliverables to clients
  • Setup Project Management Tool
    ☐ Research suitable project management tools ☐ Select a tool that fits the needs ☐ Setup accounts and onboard team members

Important but not Urgent

  • Define Project Deliverables
    ☐ Identify deliverables for each client ☐ Set timelines for each deliverable
  • Post-Delivery Support
    ☐ Provide necessary support to clients post delivery
  • Prepare Final Report
    ☐ Prepare final project report and share with stakeholders
  • Schedule Regular Client Meetings
    ☐ Coordinate with clients to schedule meetings ☐ Set reminders for upcoming meetings
  • Team Meetings
    ☐ Conduct regular team meetings to discuss progress and issues
  • Track Deliverable Progress
    ☐ Update progress of each deliverable in the project management tool

Urgent but not Important

  • Follow-up on Payments
    ☐ Follow-up with clients for invoice payments
  • Invoicing Clients
    ☐ Prepare and send invoices to clients
  • Prepare Weekly Project Updates
    ☐ Collect status updates from team members ☐ Prepare a summary report
  • Send Weekly Updates to Clients
    ☐ Send project update reports to clients via email

Neither Urgent nor Important

  • Analyze Project Outcome
    ☐ Analyze the project outcome and identify areas of improvement
  • Client Satisfaction Survey
    ☐ Conduct client satisfaction survey post delivery
  • Implement Feedback Changes
    ☐ Implement changes based on client feedback
  • Review Client Feedback
    ☐ Collect and review feedback from clients
  • Update Client Database
    ☐ Update client database as and when necessary