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Client Communication Sheet

Uploaded by

Hamza Ansari
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31 views9 pages

Client Communication Sheet

Uploaded by

Hamza Ansari
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Client Information

Client Name
Company Name
Point of Contact
Email Address
Phone Number
Project Name
Services
Total Amount

Communication L
Date Team Member Client Interaction Summary

Client Concerns & Issu


Date Concern/Issue Raised by Client Team Response

Tasks & Deadlin


Task Name Assigned To Due Date
Upcoming Meetings &
Meeting Date Purpose Participants

Payment & Invoic


Invoice Date Amount Payment Status

Important Note
Date Note

Weekly Check-Ins
Meeting Date Updates Participants
Bi Weekly Touch Poin
Meeting Date Purpose Participants

Monthly Touch Poin


Meeting Date Purpose Participants
Client Overview
Start Date
Current Status
Client Objectives
Client Remarks

Communication Log

Client Concerns & Issues


Resolution Status

Tasks & Deadlines


Status Notes
oming Meetings & Calls
Agenda Meeting Notes

Payment & Invoicing


Notes

Important Notes

Weekly Check-Ins
Agenda Meeting Notes
Bi Weekly Touch Point
Agenda Meeting Notes

Monthly Touch Point


Agenda Meeting Notes
[Start Date]
[In Progress/Paused/Completed]
[Client's primary goals/objectives]

Next Steps/Follow-Up

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