Client Request Tracking and Prioritization Template

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Enhance your client relationships by effectively tracking and prioritizing client requests. This template guides you through setting up a centralized request tracking system, training your team, and implementing a prioritization system.

By using this template, managing directors in the marketing and communications industry can ensure that client requests are handled promptly, leading to better client satisfaction and stronger relationships.

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Client Request Tracking and Prioritization for Priority Matrix

Client Request Tracking and Prioritization in Priority Matrix

Track and prioritize client requests to ensure timely and efficient handling, leading to improved client satisfaction.

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Proposed Tasks

High Importance, Urgent

  • Task 1: Set up a centralized request tracking system
    ☐ Choose a system ☐ Set up the system ☐ Test the system
  • Task 2: Train team on using the request tracking system
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Address any questions or concerns

High Importance, Not Urgent

  • Task 3: Implement a system for prioritizing requests
    ☐ Define criteria for prioritization ☐ Integrate prioritization system into request tracking system ☐ Test prioritization system
  • Task 4: Train team on using the prioritization system
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Address any questions or concerns

Low Importance, Urgent

  • Task 5: Monitor the effectiveness of the request tracking and prioritization system
    ☐ Collect feedback from team ☐ Analyze system performance ☐ Make necessary adjustments
  • Task 6: Communicate with clients about the new system
    ☐ Prepare communication materials ☐ Send communication to clients ☐ Address any client questions or concerns

Low Importance, Not Urgent

  • Task 7: Regularly review and update the request tracking and prioritization system
    ☐ Set a schedule for system reviews ☐ Conduct first system review ☐ Update system based on review findings