Customer Interaction & Key Date Tracker Template

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Stay on top of your customer interactions and key dates with this comprehensive tracking template. Designed for Global Account Managers in the Transportation and Logistics industry, this template helps you manage multiple clients across different time zones without missing a beat.

With tasks ranging from setting up a tracking system to training your team and monitoring the system's effectiveness, this template ensures you never miss a deadline or forget a detail, thereby enhancing your customer service.

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Customer Interaction & Key Date Tracker for Priority Matrix

Customer Interaction & Key Date Tracker in Priority Matrix

Track customer interactions and important dates to ensure excellent customer service.

You can start using Customer Interaction & Key Date Tracker or other Customer-Service Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Not Urgent, Not Important

  • Check tracking system daily - ongoing
    ☐ Check tracking system for updates and reminders
  • Conduct monthly review of tracking system - ongoing
    ☐ Review tracking system for effectiveness and efficiency ☐ Make necessary adjustments
  • Prepare monthly customer service report - due end of each month
    ☐ Analyze customer interaction data ☐ Prepare report
  • Update customer data as needed - ongoing
    ☐ Update customer data whenever there are changes
  • Set reminders for upcoming dates - due in 1 day
    ☐ Set reminders for all upcoming dates
  • Set up customer interaction tracking system - due in 1 week
    ☐ Research best practices for customer interaction tracking ☐ Select appropriate software/tools ☐ Implement tracking system
  • Input upcoming customer dates - due in 1 week
    ☐ Collect all upcoming customer dates ☐ Input dates into system
  • Input existing customer data - due in 2 weeks
    ☐ Gather all existing customer data ☐ Input data into tracking system
  • Train team on using tracking system - due in 3 weeks
    ☐ Create training materials ☐ Conduct training sessions
  • Monitor tracking system for 1 month - due in 1 month
    ☐ Check system daily for accuracy ☐ Make necessary adjustments