Client Interaction Management Template

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Stay on top of client interactions and maintain strong relationships with this comprehensive Client Interaction Management template. This template helps you track and manage client communications, set up a CRM system, train your staff, and establish standards for response times and follow-ups.

By following the steps outlined in this template, you can ensure timely follow-ups, gather valuable client feedback, and continuously improve your client communication strategies to foster sustained business success.

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Client Interaction Management for Priority Matrix

Client Interaction Management in Priority Matrix

Manage and streamline client interactions to ensure timely follow-ups and maintain strong relationships.

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Proposed Tasks

Urgent and Important

  • Establish a standard response time - due in 3 days
    ☐ Decide on a suitable response time for client communications ☐ Communicate this standard to the team
  • Set up a Customer Relationship Management (CRM) system - due in 1 week
    ☐ Research and select a CRM system ☐ Set up the CRM system ☐ Import existing client data into the CRM
  • Train staff on using the CRM - due in 2 weeks
    ☐ Create a training guide ☐ Conduct a training session ☐ Monitor staff usage and provide assistance as needed

Important, Not Urgent

  • Create a follow-up schedule - due in 1 week
    ☐ Determine the ideal frequency for client follow-ups ☐ Create a schedule template in the CRM
  • Develop a client communication guide - due in 2 weeks
    ☐ Outline best practices for client communication ☐ Include guidelines for email, phone calls, and meetings
  • Create client satisfaction surveys - due in 3 weeks
    ☐ Design a survey to gauge client satisfaction ☐ Determine a schedule for survey distribution
  • Implement a system for tracking client feedback - due in 1 month
    ☐ Choose a method for recording and analyzing client feedback ☐ Train staff on using this system

Urgent, Not Important

  • Review and update client communication templates - due in 6 weeks
    ☐ Assess current templates for emails, proposals, etc. ☐ Update or create new templates as needed
  • Conduct a client feedback review - due in 2 months
    ☐ Collect and analyze client feedback ☐ Implement changes based on feedback

Not Urgent and Not Important

  • Plan a client appreciation event - due in 3 months
    ☐ Choose a date and venue ☐ Plan the event's activities and agenda ☐ Send out invitations to clients