Customer Interaction and Follow-up Management Template

Customer Interaction and Follow-up Management in Priority Matrix

Manage customer interactions and follow-ups to ensure satisfaction and build strong relationships.

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Proposed Tasks

Urgent and Important (Customer Meetings)

• Meeting with ABC Ltd due in 2 days
  ☐ Prepare for the meeting ☐ Conduct the meeting ☐ Follow-up on the meeting
• Follow-up with XYZ Inc due in 3 days
  ☐ Prepare for the follow-up ☐ Conduct the follow-up ☐ Update the CRM
• Review customer complaints due in 1 week
  ☐ Collect customer complaints ☐ Analyze the complaints ☐ Create action plan based on analysis

Important but Not Urgent (Planning & Strategy)

• Customer feedback analysis due in 1 week
  ☐ Collect customer feedback ☐ Analyze the feedback ☐ Create action plan based on analysis
• Update product knowledge due in 1 week
  ☐ Review current product knowledge ☐ Identify new product features ☐ Update product knowledge
• Training session for new product due in 2 weeks
  ☐ Prepare for the training session ☐ Conduct the training session ☐ Collect feedback after the session
• Review and update sales scripts due in 2 weeks
  ☐ Review current sales scripts ☐ Identify areas of improvement ☐ Update the scripts
• Prepare sales forecast due in 2 weeks
  ☐ Collect data for the forecast ☐ Prepare the forecast ☐ Share the forecast with the team
• Sales training due in 3 weeks
  ☐ Prepare for the training ☐ Conduct the training ☐ Collect feedback after the training
• Update sales strategy due in 1 month
  ☐ Review current sales strategy ☐ Identify areas of improvement ☐ Update the strategy
• Customer satisfaction survey due in 1 month
  ☐ Prepare the survey ☐ Conduct the survey ☐ Analyze the survey results
• Update customer segmentation due in 1 month
  ☐ Review current customer segmentation ☐ Identify changes in customer behavior ☐ Update the segmentation
• Plan customer loyalty program due in 1 month
  ☐ Review current loyalty program ☐ Identify areas of improvement ☐ Update the loyalty program
• Review sales targets due in 1 month
  ☐ Review current sales targets ☐ Compare with actual sales ☐ Update sales targets if necessary
• Prepare for trade fair due in 2 months
  ☐ Plan for the trade fair ☐ Prepare promotional materials ☐ Coordinate logistics
• Customer appreciation event planning due in 2 months
  ☐ Plan for the event ☐ Coordinate logistics ☐ Prepare promotional materials

Urgent but Not Important (Administrative Tasks)

• Update CRM due in 1 day
  ☐ Update customer details ☐ Update interaction history ☐ Set reminders for follow-ups
• Weekly team meeting due in 2 days
  ☐ Prepare for the meeting ☐ Conduct the meeting ☐ Follow-up on the meeting
• Annual performance review due in 1 month
  ☐ Prepare for the review ☐ Conduct the review ☐ Follow-up on the review

Not Urgent and Not Important (Miscellaneous)

• Monthly report preparation due in 3 weeks
  ☐ Collect data for the report ☐ Prepare the report ☐ Submit the report