Referral Email Tracking and Task Conversion Template

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Effectively track referrals by turning emails into actionable tasks with this template. Ensure no potential donor is missed, improving donor engagement and crowdfunding campaign success. This step-by-step guide helps you set up an email tracking system, convert emails into tasks, and train your team to use the new system efficiently.

Monitor and refine the system based on feedback, analyze task completion rates, and review donor engagement to continually improve your referral process.

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Referral Email Tracking and Task Conversion for Priority Matrix

Referral Email Tracking and Task Conversion in Priority Matrix

Track referrals by converting emails into tasks to ensure no potential donor is missed, enhancing donor engagement and campaign success.

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Proposed Tasks

Immediate Action

  • Task 1 due in 1 day: Set up Email Tracking
    ☐ Set up a system to track incoming referral emails ☐ Label and categorize each email for easy reference
  • Task 2 due in 1 week: Create Email-to-Task Conversion System
    ☐ Develop a system to convert emails into actionable tasks ☐ Ensure tasks are properly categorized and prioritized
  • Task 3 due in 2 weeks: Test Email-to-Task System
    ☐ Perform a trial run of the system ☐ Adjust and refine as necessary

Weekly Monitoring

  • Task 4 due in 3 weeks: Train Team on New System
    ☐ Train the team on how to use the new system ☐ Ensure everyone is comfortable and competent with the process
  • Task 5 due in 1 month: Monitor System Usage
    ☐ Track the usage of the system ☐ Collect feedback from team members
  • Task 6 due in 1 month: Refine System Based on Feedback
    ☐ Make necessary adjustments based on feedback ☐ Continue to improve system efficiency

Monthly Review

  • Task 7 due in 2 months: Review Task Completion Rates
    ☐ Review the rate of task completion ☐ Identify any bottlenecks or issues
  • Task 8 due in 3 months: Conduct System Efficiency Analysis
    ☐ Analyze the efficiency of the system ☐ Make improvements as necessary

Quarterly Analysis

  • Task 9 due in 4 months: Review Donor Engagement Rates
    ☐ Review the engagement rates of potential donors ☐ Identify trends and areas for improvement
  • Task 10 due in 6 months: Conduct Quarterly System Review
    ☐ Review the system on a quarterly basis ☐ Make necessary adjustments and improvements