Customer Interaction and Follow-up Tracker Template

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Maintain strong customer relationships and boost repeat business with the Customer Interaction and Follow-up Tracker template. This project tracks all customer interactions and follow-ups, ensuring that every customer receives the attention they deserve.

By following the detailed tasks and procedures outlined in this template, you can set up a CRM, import customer data, establish and refine interaction and follow-up processes, and continuously review and improve based on data and feedback.

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Customer Interaction and Follow-up Tracker for Priority Matrix

Customer Interaction and Follow-up Tracker in Priority Matrix

Ensure no customer interaction or follow-up opportunity is missed with this comprehensive tracking template.

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Proposed Tasks

Low Impact, Planned Action

  • Task 1 due in 1 day: Set up CRM
    ☐ Choose a CRM platform ☐ Customize according to business needs ☐ Train the team on how to use it
  • Task 4 due in 1 day: Establish a follow-up procedure
    ☐ Define what requires a follow-up ☐ Create a process for scheduling and performing these
  • Task 3 due in 2 days: Establish a standard process for logging interactions
    ☐ Define what constitutes an interaction ☐ Create a process for logging these
  • Task 2 due in 1 week: Import existing customer data into the CRM
    ☐ Prepare data for import ☐ Import data ☐ Ensure data integrity after import
  • Task 5 due in 1 week: Train team on new procedures
    ☐ Explain new procedures ☐ Ensure understanding and compliance
  • Task 6 due in 3 weeks: Monitor CRM usage and data entry
    ☐ Regularly check the CRM for usage ☐ Ensure data is being entered correctly
  • Task 7 due in 1 month: Review customer interaction data
    ☐ Analyze interaction data ☐ Identify patterns and trends
  • Task 8 due in 6 weeks: Review follow-up data
    ☐ Analyze follow-up data ☐ Identify success rates and areas for improvement
  • Task 10 due in 2 months: Implement customer satisfaction surveys
    ☐ Create survey ☐ Distribute to customers ☐ Analyze results
  • Task 9 due in 2 months: Refine interaction and follow-up procedures
    ☐ Use data to improve procedures ☐ Train team on any changes
  • Task 11 due in 3 months: Review and update CRM as needed
    ☐ Check CRM for any necessary updates or improvements
  • Task 12 due in 3 months: Review team compliance with procedures
    ☐ Ensure team is following interaction and follow-up procedures
  • Task 13 due in 4 months: Conduct team refresher training
    ☐ Review procedures and any updates with the team
  • Task 14 due in 5 months: Review customer interaction and follow-up data
    ☐ Regularly review data to ensure procedures are working
  • Task 15 due in 6 months: Refine procedures as needed
    ☐ Make adjustments to procedures based on data and feedback
  • Task 16 due in 7 months: Review customer satisfaction survey data
    ☐ Analyze survey data ☐ Make changes based on feedback
  • Task 17 due in 8 months: Update CRM as needed
    ☐ Continue to maintain CRM for optimal performance
  • Task 18 due in 9 months: Conduct team refresher training
    ☐ Review procedures and any updates with the team
  • Task 19 due in 10 months: Review customer interaction and follow-up data
    ☐ Regularly review data to ensure procedures are working
  • Task 20 due in 11 months: Refine and finalize procedures
    ☐ Make final adjustments to procedures based on a year of data and feedback