Client action follow-up tracker
Keep a client's open actions and decisions visible between meetings with an embedded tracker, a reminder cadence and a named escalation path.
- Industry
- Technology-Oriented Consulting
- Team
- Client services
- Use case
- Project management, Client portals
- Tags
- Client delivery
- Includes
- 1 database · 1 app
Template preview
Included items
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Dashboards
App · 1 embedded block (c-commitments-waterfall) · Requires sign-in
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Consulting engagement and decision log
Database · Embedded view: Open client actions (Engagement items dashboard) · Requires sign-in
Overview
What this template supports
A between-meetings follow-up tracker for reporting and analytics retainer consultancies. It explains how open client actions are reminded and escalated, embeds the live list of open items for one client, and flags overdue follow-ups with a named escalation. It embeds the Open client actions view of the consulting engagement and decision log database. It also shows an example block from the Dashboards app.
- How-this-works reminder steps
- Embedded Open client actions view
- Overdue follow-up table
- Reminder cadence reference
- Escalation callout
- Example block from the Dashboards app
How to use this template
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Filter the view to one client
Create or choose a saved view of Open client actions filtered to the client field, and embed that view before sharing the tracker.
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Fill the follow-up table
List each open action or decision with its client decision owner and follow-up date, matching the embedded view.
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Confirm the reminder cadence
Set the first reminder, second reminder and escalation timing to match how your team actually follows up.
Frequently asked questions
What does Client action follow-up tracker help me do?
Keep a client's open actions and decisions visible between meetings with an embedded tracker, a reminder cadence and a named escalation path.
What is included in this template?
It includes How-this-works reminder steps, Embedded Open client actions view, Overdue follow-up table and Reminder cadence reference.
Who is this template designed for?
It is designed for Client services teams working in Technology-Oriented Consulting.
What should I review before using this template?
Create or choose a saved view of Open client actions filtered to the client field, and embed that view before sharing the tracker. List each open action or decision with its client decision owner and follow-up date, matching the embedded view.
What counts as an open action?
Item type is Action or Decision, and Status is not Closed. Items already Actioned still count as open until their follow-up date confirms the outcome held.
Who gets escalated to?
The client sponsor, copying the account director, once an item passes its escalation trigger with no response from the named decision owner.