Email-to-Task Conversion Project Template

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In the consulting industry, key client requests often come through emails, making it crucial to ensure that no request is missed. This template helps you convert client emails into tasks within Priority Matrix, ensuring every request is tracked and actioned.

Follow the step-by-step tasks to identify key email requests, choose the right email management tool, test the conversion process, train your team, and implement the system fully. Monitor and evaluate the system to make necessary adjustments and gather client feedback for continuous improvement.

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Email-to-Task Conversion Project for Priority Matrix

Email-to-Task Conversion Project in Priority Matrix

Convert client emails into actionable tasks to ensure no request is overlooked.

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Proposed Tasks

Critical & Immediate

  • Identify Key Client Email Requests - Due in 1 Week
    ☐ Identify common types of client requests ☐ Define priority levels for different request types
  • Choose Email Management Tool - Due in 2 Weeks
    ☐ Research and select a tool to manage client emails ☐ Ensure tool can integrate with Priority Matrix

Critical & Not Immediate

  • Test Email-to-Task Conversion - Due in 3 Weeks
    ☐ Test the email-to-task conversion process with a small batch of emails ☐ Adjust process as needed based on test results
  • Train Team on New System - Due in 1 Month
    ☐ Train team on how to use the new system ☐ Gather feedback and make adjustments as needed

Not Critical & Immediate

  • Full Implementation of Email-to-Task System - Due in 6 Weeks
    ☐ Implement the new system across all client emails ☐ Monitor and adjust as needed

Not Critical & Not Immediate

  • Monitor System for 1 Month - Due in 2 Months
    ☐ Monitor the new system ☐ Make adjustments as needed based on feedback and results
  • Evaluate System After 3 Months - Due in 5 Months
    ☐ Evaluate the effectiveness of the new system after 3 months ☐ Make long-term adjustments as needed
  • Prepare for Client Feedback - Due in 6 Months
    ☐ Prepare a feedback mechanism for clients to comment on the new system ☐ Implement feedback into improvements and enhancements