Free Customer Relationship Manager Checklist Template
Customer Relationship Manager Checklist
Prepared by: [Your Name]
Company: [Your Company Name]
Date: [Date]
I. Customer Onboarding
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Task Description |
Status |
Comments |
|---|---|---|
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Collect customer information and verify contact details |
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Introduce customers to onboarding materials and resources. |
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Schedule a welcome meeting or call. |
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Create and send a personalized welcome package. |
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Assign a dedicated account manager. |
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II. Customer Communication
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Task Description |
Status |
Comments |
|---|---|---|
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Establish a communication schedule |
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Regularly update customers with product/service news. |
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Send personalized birthday and anniversary messages. |
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Provide timely responses to customer inquiries. |
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III. Feedback and Evaluation
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Task Description |
Status |
Comments |
|---|---|---|
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Conduct regular customer satisfaction surveys |
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Analyze customer feedback for trends and insights. |
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Implement feedback for service improvement. |
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Schedule follow-up meetings to discuss feedback responses |
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IV. Issue Resolution
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Task Description |
Status |
Comments |
|---|---|---|
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Establish a streamlined process for issue-tracking |
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Ensure quick and efficient issue resolution. |
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Update customer on issue resolution progress. |
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Document common issues for future reference |
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V. Reporting and Analysis
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Task Description |
Status |
Comments |
|---|---|---|
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Generate regular reports on customer satisfaction |
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Analyze data to find areas for improvement. |
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Share analysis with relevant teams and stakeholders |
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Plan strategic actions based on analysis. |
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