This Client Communication Workbook answers the following questions:

1. Are we clearing emails as frequently as we are receiving them?
2. Are we replying to customer emails mostly within our agreed service levels?
3. What is the status of client tasks by client?
4. How many days have passed since the last communication with your contacts?

About the Client Communication Workbook

Our workbook is designed to provide a comprehensive overview of your firm's client communication metrics. Easily track and analyze communication patterns across different team members and clients.

The workbook offers a detailed breakdown of email response times, client task statuses, and overall email volume, helping you ensure timely and effective communication with your clients.

Not only can you see the firm-level summary of your communication metrics, but you can also dive deeper into individual items and team member performance to identify areas for improvement. See the Workbook in Action