Client Interaction and Feedback Tracking Template

More commercial-real-estate templates

Strengthen your client relationships in the commercial real estate industry by effectively tracking interactions, feedback, and deal status. This template guides you through setting up a CRM system, importing client data, training staff, and creating processes for logging crucial information.

With clear steps and timelines, you can ensure client satisfaction, improve communication, and foster repeat business. Enhance your client relationship management with this comprehensive and structured approach.

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Client Interaction and Feedback Tracking for Priority Matrix

Client Interaction and Feedback Tracking in Priority Matrix

Maintain and enhance client relationships by tracking interactions, feedback, and deal status.

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Proposed Tasks

Urgent and Important

  • Set up a CRM system due in 1 week
    ☐ Research available CRM systems ☐ Select a CRM that fits the business needs ☐ Install and configure the CRM
  • Import client data into the CRM due in 2 weeks
    ☐ Prepare the client data ☐ Import the data into the CRM ☐ Verify the data after import

Important but Not Urgent

  • Train staff on using the CRM due in 3 weeks
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Follow up on any questions or issues
  • Define a process for logging client interactions due in 1 month
    ☐ Identify what information to log ☐ Create a process for logging information ☐ Train staff on the process
  • Define a process for logging client feedback due in 5 weeks
    ☐ Identify what feedback to log ☐ Create a process for logging feedback ☐ Train staff on the process
  • Define a process for logging deal status due in 6 weeks
    ☐ Identify what status information to log ☐ Create a process for logging status ☐ Train staff on the process

Urgent but Not Important

  • Create a report template for client interactions due in 2 months
    ☐ Identify what information to include in the report ☐ Create a report template in the CRM
  • Create a report template for client feedback due in 2.5 months
    ☐ Identify what feedback to include in the report ☐ Create a report template in the CRM
  • Create a report template for deal status due in 3 months
    ☐ Identify what status information to include in the report ☐ Create a report template in the CRM

Neither Urgent nor Important

  • Review and refine the processes due in 4 months
    ☐ Review the processes for logging interactions, feedback, and status ☐ Make any necessary refinements
  • Review and refine the report templates due in 5 months
    ☐ Review the report templates ☐ Make any necessary refinements
  • Conduct a project review due in 6 months
    ☐ Review the success of the project ☐ Identify any lessons learned