Client Relationship Management Project Template

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Ensure all your client needs are met on time by tracking communication, tasks, and deadlines with this comprehensive Client Relationship Management template. From creating communication logs and task lists to scheduling client meetings and reviews, this template covers all aspects of maintaining strong client relationships.

Designed for the marketing industry, it helps you manage client satisfaction, retention, and acquisition strategies all in one place, enabling you to develop and implement effective service improvement plans.

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Client Relationship Management Project for Priority Matrix

Client Relationship Management Project in Priority Matrix

Manage and enhance your client relationships with organized communication, tasks, and deadlines.

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Proposed Tasks

Low Priority, Less Urgent

  • Client Acquisition Strategies - ongoing
    ☐ Develop strategies for acquiring new clients ☐ Implement the strategies ☐ Review and adjust the strategies as needed
  • Client Retention Strategies - ongoing
    ☐ Develop strategies for retaining each client ☐ Implement the strategies ☐ Review and adjust the strategies as needed
  • Client Service Improvement Plans - ongoing
    ☐ Develop plans for improving service to each client ☐ Implement the plans ☐ Review and adjust the plans as needed
  • Client Communication Log - due in 1 day
    ☐ Create a log to track all communication with clients ☐ Update the log regularly ☐ Review the log before each client meeting
  • Client Task List - due in 3 days
    ☐ Create a list of all tasks related to each client ☐ Update the list as new tasks come in ☐ Review the list daily
  • Client Deadline Calendar - due in 1 week
    ☐ Create a calendar with all client deadlines ☐ Update the calendar as new deadlines are set ☐ Check the calendar daily
  • Monthly Client Reports - due in 2 weeks
    ☐ Prepare monthly reports for each client ☐ Send the reports to each client ☐ Follow up on the reports
  • Quarterly Client Reviews - due in 3 months
    ☐ Prepare quarterly reviews for each client ☐ Present the reviews to each client ☐ Follow up on the reviews
  • Client Satisfaction Surveys - due every 6 months
    ☐ Create satisfaction surveys for each client ☐ Send out the surveys ☐ Analyze the results
  • Annual Client Strategy Meetings - due in 1 year
    ☐ Prepare annual strategy meetings for each client ☐ Present the strategy to each client ☐ Follow up on the strategy