Client Relationship Management Project Template

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Enhance your client relationships with our Client Relationship Management template. This template helps you keep track of client communications, meetings, and key deliverables, ensuring you never miss a beat.

By following the steps in this template, you can systematically manage client interactions, prioritize key tasks, and foster stronger, more productive relationships with your clients.

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Client Relationship Management Project for Priority Matrix

Client Relationship Management Project in Priority Matrix

Manage client communications and key deliverables to build strong relationships.

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Proposed Tasks

Critical and Immediate

  • Task 1 due in 1 day: Set up a client communication tracker
    ☐ Choose a suitable CRM software ☐ Input existing client data ☐ Train team on how to use the tracker
  • Task 2 due in 3 days: Schedule weekly client meetings
    ☐ Identify key clients ☐ Coordinate with clients for availability ☐ Set up recurring meetings in calendar
  • Task 9 due in 3 months: Conduct client satisfaction survey
    ☐ Design survey ☐ Send out to clients ☐ Analyze results

Critical but Not Immediate

  • Task 3 due in 1 week: Create a system for managing key deliverables
    ☐ Identify key deliverables for each client ☐ Set up a tracking system for deliverables ☐ Assign deliverables to team members
  • Task 4 due in 2 weeks: Train team on client communication standards
    ☐ Develop communication standards ☐ Hold a training session for the team ☐ Monitor team adherence to standards
  • Task 10 due in 4 months: Hold team meeting to review client relationship status
    ☐ Prepare status report ☐ Hold team meeting ☐ Discuss improvements

Not Critical but Immediate

  • Task 5 due in 3 weeks: Implement a system for client feedback
    ☐ Choose a feedback collection method ☐ Design feedback form ☐ Send feedback forms to clients
  • Task 6 due in 1 month: Review client communication tracker
    ☐ Review data in tracker ☐ Identify any issues ☐ Make necessary adjustments

Not Critical or Immediate

  • Task 7 due in 6 weeks: Review meeting effectiveness
    ☐ Get feedback from clients on meetings ☐ Identify areas for improvement ☐ Implement changes
  • Task 8 due in 2 months: Review deliverables management system
    ☐ Check progress on deliverables ☐ Identify any issues ☐ Adjust system as needed