Client Interaction & Follow-up Tracker Template

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Ensure no client interaction is missed and every follow-up is timely with our 'Client Interaction & Follow-up Tracker' template. This tool is designed for real estate sales associates to efficiently manage and nurture client relationships, which is crucial for closing deals.

From setting up a client database to scheduling regular reviews and sending satisfaction surveys, this template provides a comprehensive framework to track and enhance every client interaction.

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Client Interaction & Follow-up Tracker for Priority Matrix

Client Interaction & Follow-up Tracker in Priority Matrix

Seamlessly manage client interactions and follow-ups to enhance customer experience in real estate.

You can start using Client Interaction & Follow-up Tracker or other Sales Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Urgent and Important

  • Task 1: Set up Client Database due in 2 days
    ☐ Identify key information to track ☐ Choose a software or system ☐ Input initial data
  • Task 2: Develop Interaction Protocol due in 1 week
    ☐ Identify key touchpoints ☐ Establish follow-up timeline ☐ Create standard email templates

Important but Not Urgent

  • Task 3: Schedule Weekly Review of Client Interactions due in 1 week
    ☐ Block time on calendar ☐ Develop review checklist
  • Task 4: Create Client Satisfaction Survey due in 2 weeks
    ☐ Identify key questions ☐ Choose a survey platform ☐ Test survey
  • Task 5: Implement Client Feedback System due in 3 weeks
    ☐ Identify feedback collection methods ☐ Train staff on feedback system ☐ Create feedback review process
  • Task 6: Train Team on Client Interaction Protocol due in 1 month
    ☐ Develop training materials ☐ Schedule training session ☐ Conduct training

Urgent but Not Important

  • Task 7: Review First Month of Client Interactions due in 5 weeks
    ☐ Compile interaction data ☐ Analyze data for trends ☐ Make necessary adjustments
  • Task 8: Send First Round of Client Satisfaction Surveys due in 6 weeks
    ☐ Prepare survey email ☐ Send surveys ☐ Track responses
  • Task 9: Review Client Feedback from Surveys due in 7 weeks
    ☐ Compile feedback data ☐ Analyze data for trends ☐ Make necessary adjustments

Neither Urgent nor Important

  • Task 10: Update Client Interaction Protocol Based on Feedback due in 2 months
    ☐ Identify necessary changes ☐ Update protocol documents ☐ Train staff on changes