Customer Email Management Template

More shipping-and-logistics templates

Efficient communication is vital in the shipping and logistics industry. This template helps sales representatives manage customer emails by turning them into actionable tasks, ensuring that no email goes unnoticed or delayed.

With steps to set up email filtering rules, create tasks from emails of varying priority, and follow up on these tasks, this template ensures prompt and effective communication with your customers.

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Customer Email Management for Priority Matrix

Customer Email Management in Priority Matrix

Manage customer emails efficiently to ensure no important communication is missed.

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Proposed Tasks

High Priority Emails

  • Create task from high priority email
    ☐ Read the email ☐ Identify the action required ☐ Create a task with due date
  • Follow up on high priority email task
    ☐ Complete the task ☐ Send a follow-up email ☐ Check off the task
  • Review and adjust email filtering rules
    ☐ Review the effectiveness of the rules ☐ Adjust the rules if necessary
  • Review and update task creation process
    ☐ Review the task creation process ☐ Make improvements if necessary
  • Set up email filtering rules
    ☐ Create rules to automatically classify emails based on sender, subject, and content ☐ Test the rules ☐ Modify the rules if necessary

Medium Priority Emails

  • Create task from medium priority email
    ☐ Read the email ☐ Identify the action required ☐ Create a task with due date
  • Follow up on medium priority email task
    ☐ Complete the task ☐ Send a follow-up email ☐ Check off the task

Low Priority Emails

  • Create task from low priority email
    ☐ Read the email ☐ Identify the action required ☐ Create a task with due date
  • Follow up on low priority email task
    ☐ Complete the task ☐ Send a follow-up email ☐ Check off the task

Emails for Future Reference

  • Archive emails for future reference
    ☐ Identify emails that may be needed in the future ☐ Move them to a separate folder