Customer Follow-Up Management Project Template

More customer-service templates

Enhance your customer relationships with our Customer Follow-Up Management template. This project template guides F&I Experience Managers through the process of prioritizing and scheduling follow-ups to ensure customers receive timely and pertinent information.

By following the steps outlined in this template, you can maintain regular contact with your customers, keeping them informed and satisfied, ultimately driving customer satisfaction and loyalty.

Get this template on priority matrix

Customer Follow-Up Management Project for Priority Matrix

Customer Follow-Up Management Project in Priority Matrix

Ensure timely and relevant follow-ups with your customers to boost satisfaction and retention.

You can start using Customer Follow-Up Management Project or other Customer-Service Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Impact, Urgent

  • Define Follow-Up Priorities (Due in 1 week)
    ☐ Identify key customers ☐ Define their needs ☐ Establish follow-up frequency
  • Develop Follow-Up Schedule (Due in 2 weeks)
    ☐ Assign dates for follow-ups ☐ Assign responsibility for each follow-up

High Impact, Not Urgent

  • Prepare Follow-Up Content (Due in 3 weeks)
    ☐ Identify relevant information for each customer ☐ Prepare content for each follow-up
  • Implement Follow-Up System (Due in 1 month)
    ☐ Launch the customer follow-up system ☐ Train team on using the system

Low Impact, Urgent

  • Run Pilot Follow-Ups (Due in 5 weeks)
    ☐ Conduct initial follow-ups ☐ Collect feedback from customers
  • Evaluate Pilot Success (Due in 6 weeks)
    ☐ Analyse feedback ☐ Identify areas for improvement

Low Impact, Not Urgent

  • Refine Follow-Up Process (Due in 7 weeks)
    ☐ Make necessary changes to the process ☐ Update follow-up content if needed
  • Full Roll-Out of Follow-Ups (Due in 2 months)
    ☐ Implement refined process ☐ Conduct all scheduled follow-ups
  • Ongoing Follow-Up Evaluation (Due in 3 months)
    ☐ Collect feedback from customers and team ☐ Analyse the impact of follow-ups on customer satisfaction
  • Continuous Follow-Up Improvement (Due in 4 months)
    ☐ Make necessary adjustments to the process ☐ Update content as needed