Efficient Client Communication Tracking Template

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Efficient client communication is vital in any industry, especially in architecture and design. This template helps you turn emails into actionable tasks, ensuring all client communications are promptly tracked and addressed. By following the steps outlined, executive assistants can enhance client satisfaction and strengthen relationships.

The project includes setting up a priority matrix, creating email rules, prioritizing emails, and conducting regular reviews. Additionally, training sessions and client satisfaction surveys are incorporated to ensure continuous improvement and efficiency.

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Efficient Client Communication Tracking for Priority Matrix

Efficient Client Communication Tracking in Priority Matrix

Ensure prompt action on client communication by turning emails into tasks, improving satisfaction and relations.

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Proposed Tasks

Urgent and Important

  • Task 1: Set Up Priority Matrix
    ☐ Download and install Priority Matrix ☐ Get familiar with the platform
  • Task 2: Create Email Rules
    ☐ Sort emails based on client ☐ Create rules for automatic sorting
  • Task 3: Prioritize Emails
    ☐ Identify urgent and important emails ☐ Assign these to Q1

Important, Not Urgent

  • Task 4: Assign Tasks from Emails
    ☐ Turn emails into tasks ☐ Assign tasks to relevant team members
  • Task 5: Follow Up on Tasks
    ☐ Monitor progress on tasks ☐ Send reminders as needed
  • Task 6: Weekly Review
    ☐ Review tasks completion at the end of the week ☐ Prepare report for management

Urgent, Not Important

  • Task 7: Monthly Review
    ☐ Perform a thorough review of tasks at the end of the month ☐ Identify areas for improvement
  • Task 8: Client Satisfaction Survey
    ☐ Send out client satisfaction survey ☐ Analyze feedback and implement changes
  • Task 9: Refine Email Rules
    ☐ Refine email rules based on experience ☐ Test new rules for efficiency

Not Urgent, Not Important

  • Task 10: Training Session
    ☐ Hold a training session for team on using Priority Matrix ☐ Address queries and concerns