Customer Communication Management Template

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Efficiently manage your customer communications with this comprehensive template. Designed for Commercial Managers in the boilers industry, it helps keep track of all customer interactions and follow-ups.

By organizing and prioritizing tasks, you can improve customer service and ensure that no important details slip through the cracks. This template covers everything from urgent emails to annual appreciation cards, making it an essential tool for effective customer relationship management.

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Customer Communication Management for Priority Matrix

Customer Communication Management in Priority Matrix

Stay on top of customer communications and follow-ups to ensure no details are missed.

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Proposed Tasks

Immediate Response Needed

  • Respond to Urgent Customer Email due in 1 day
    ☐ Read email ☐ Compose response ☐ Send response
  • Update Customer Contact Information due in 2 days
    ☐ Review current information ☐ Update information ☐ Confirm update with customer

Scheduled Follow-ups

  • Follow-up Call with Customer due in 3 days
    ☐ Review call agenda ☐ Make call ☐ Document conversation
  • Prepare Customer Satisfaction Survey due in 1 month
    ☐ Draft questions ☐ Send survey ☐ Analyze results
  • Prepare Monthly Customer Report due in 1 month
    ☐ Gather data ☐ Compile report ☐ Distribute report
  • Schedule Quarterly Customer Meeting due in 3 months
    ☐ Propose dates ☐ Coordinate with customer ☐ Set agenda

General Communications

  • Send Weekly Customer Newsletter due in 1 week
    ☐ Prepare content ☐ Send newsletter ☐ Track open rate
  • Review Customer Feedback due in 1 week
    ☐ Collect feedback ☐ Analyze feedback ☐ Implement changes
  • Send Annual Customer Appreciation Card due in 1 year
    ☐ Select card ☐ Compose message ☐ Send card

Low Priority Communications

  • Respond to Low Priority Customer Inquiry due in 2 weeks
    ☐ Read inquiry ☐ Research answer ☐ Send response