Client Interaction Management Project Template

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Ensure timely and effective communication with clients by tracking all interactions, requests, and needs. This template helps you set up a client tracking system, train your team, and create guidelines for consistent communication.

By following this template, you can strengthen client relationships, promptly address their needs, and maintain high satisfaction levels, all crucial in the financial services industry.

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Client Interaction Management Project for Priority Matrix

Client Interaction Management Project in Priority Matrix

Streamline and enhance client communication to maintain strong relationships in financial services.

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Proposed Tasks

Urgent and Important

  • Follow up on client requests - due in 1 day
    ☐ Review outstanding client requests ☐ Follow up with clients
  • Set up client tracking system - due in 1 week
    ☐ Choose a suitable client tracking software ☐ Set up client profiles ☐ Input initial client data
  • Schedule regular client communication - due in 1 week
    ☐ Identify key clients for regular communication ☐ Schedule regular calls/emails with clients
  • Train team on using client tracking system - due in 2 weeks
    ☐ Organize training session ☐ Create training materials ☐ Conduct training

Important but not Urgent

  • Create client satisfaction survey - due in 2 weeks
    ☐ Develop client satisfaction survey ☐ Test survey with a small group of clients ☐ Roll out survey to all clients
  • Create client communication guidelines - due in 3 weeks
    ☐ Develop guidelines for client communication ☐ Share and discuss guidelines with team
  • Create client request handling procedure - due in 3 weeks
    ☐ Develop procedure for handling client requests ☐ Share and discuss procedure with team
  • Input client interaction history - due in 4 weeks
    ☐ Gather past client communication records ☐ Input client interaction history into the system

Urgent but not Important

  • Analyze client interaction data - due in 6 weeks
    ☐ Gather client interaction data from tracking system ☐ Analyze data to identify trends and issues
  • Review and update client profiles - due in 8 weeks
    ☐ Review client profiles for accuracy ☐ Update client profiles with recent data