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 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