Client Interaction Tracker Template

Client Interaction Tracker in Priority Matrix

Ensure timely follow-ups with potential clients and leads by keeping track of communication.

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

1. Click to sign in or create an account in the system
2. Start adding your items to the matrix
3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you

If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.

Proposed Tasks

Critical Follow-ups

• Review First Month of System Use - due in 2 months
  ☐ Analyze data collected ☐ Identify any issues or improvements ☐ Make necessary adjustments
• Conduct Follow-ups - due in 3 months
  ☐ Ensure all scheduled follow-ups are completed ☐ Record results of follow-ups in CRM
• Review Follow-up Results - due in 3.5 months
  ☐ Analyze follow-up results ☐ Identify any issues or improvements ☐ Make necessary adjustments
• Conduct Follow-ups - due in 4.5 months
  ☐ Ensure all scheduled follow-ups are completed ☐ Record results of follow-ups in CRM
• Review Follow-up Results - due in 5 months
  ☐ Analyze follow-up results ☐ Identify any issues or improvements ☐ Make necessary adjustments
• Conduct Follow-ups - due in 6 months
  ☐ Ensure all scheduled follow-ups are completed ☐ Record results of follow-ups in CRM
• Review Follow-up Results - due in 6.5 months
  ☐ Analyze follow-up results ☐ Identify any issues or improvements ☐ Make necessary adjustments
• Conduct Follow-ups - due in 7.5 months
  ☐ Ensure all scheduled follow-ups are completed ☐ Record results of follow-ups in CRM
• Review Follow-up Results - due in 8 months
  ☐ Analyze follow-up results ☐ Identify any issues or improvements ☐ Make necessary adjustments
• Conduct Follow-ups - due in 9 months
  ☐ Ensure all scheduled follow-ups are completed ☐ Record results of follow-ups in CRM
• Review Follow-up Results - due in 9.5 months
  ☐ Analyze follow-up results ☐ Identify any issues or improvements ☐ Make necessary adjustments

Interaction Documentation

• Set Up Interaction Recording System - due in 1 week
  ☐ Choose appropriate CRM software ☐ Configure the software to capture necessary data ☐ Test the system
• Train Team on New System - due in 2 weeks
  ☐ Prepare training materials ☐ Conduct training sessions ☐ Address any questions or issues

Follow-up Scheduling

• Create Follow-up Scheduling Protocol - due in 1.5 months
  ☐ Establish standard follow-up times ☐ Integrate protocol into CRM system ☐ Train team on protocol
• Schedule First Round of Follow-ups - due in 2.5 months
  ☐ Identify clients requiring follow-up ☐ Schedule follow-ups in CRM ☐ Assign follow-ups to team members
• Schedule Next Round of Follow-ups - due in 4 months
  ☐ Identify clients requiring follow-up ☐ Schedule follow-ups in CRM ☐ Assign follow-ups to team members
• Schedule Next Round of Follow-ups - due in 5.5 months
  ☐ Identify clients requiring follow-up ☐ Schedule follow-ups in CRM ☐ Assign follow-ups to team members
• Schedule Next Round of Follow-ups - due in 7 months
  ☐ Identify clients requiring follow-up ☐ Schedule follow-ups in CRM ☐ Assign follow-ups to team members
• Schedule Next Round of Follow-ups - due in 8.5 months
  ☐ Identify clients requiring follow-up ☐ Schedule follow-ups in CRM ☐ Assign follow-ups to team members

Client Data Management

• Import Existing Client Data - due in 1 month
  ☐ Gather existing client data ☐ Import data into new system ☐ Check data for accuracy