Client Interaction and Follow-up Tracking Template

More client-management templates

Enhance your client relationships with our 'Client Interaction and Follow-up Tracking' template. This project template helps you set up a CRM, import client data, train your team, and create a follow-up schedule to ensure no client interaction is missed.

With tasks such as configuring CRM reminders, conducting client feedback surveys, and reviewing client information regularly, this template ensures you provide top-notch client service and maintain strong relationships in the entertainment industry.

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Client Interaction and Follow-up Tracking for Priority Matrix

Client Interaction and Follow-up Tracking in Priority Matrix

Manage client interactions and follow-ups to ensure excellent client service in the entertainment industry.

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Proposed Tasks

Low Impact, Future

  • Review client interaction reports weekly
    ☐ Generate client interaction reports ☐ Analyze reports
  • Set up CRM for client tracking - due in 2 days
    ☐ Research best CRM options ☐ Choose CRM ☐ Set up CRM
  • Assign client accounts to team - due in 2 days
    ☐ Review client list ☐ Assign clients to team members
  • Create follow-up schedule - due in 3 days
    ☐ Review client needs ☐ Create follow-up schedule
  • Import client data into CRM - due in 1 week
    ☐ Collect all client data ☐ Format data for import ☐ Import data into CRM
  • Implement follow-up reminders in CRM - due in 1 week
    ☐ Configure CRM reminders ☐ Test CRM reminders
  • Train team on CRM usage - due in 2 weeks
    ☐ Create training materials ☐ Schedule training sessions ☐ Conduct training
  • Conduct client feedback surveys - due in 1 month
    ☐ Create survey ☐ Send out survey ☐ Analyze survey results
  • Review and update client information - due in 2 months
    ☐ Review client information ☐ Update client information in CRM
  • Conduct team performance reviews - due in 3 months
    ☐ Review team performance ☐ Provide feedback