Client Account Management Template

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Effectively managing client accounts is crucial for sales and customer retention. This template helps sales and account managers keep track of client interactions, payments, and service requests, ensuring no important detail is missed. With a structured approach, you can improve customer satisfaction and retention.

Utilize this template to streamline your client account management process, enhance communication, and deliver superior service.

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Client Account Management Template for Priority Matrix

Client Account Management Template in Priority Matrix

Manage client interactions, payments, and service requests efficiently to ensure superior service delivery.

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Proposed Tasks

Urgent and Important

  • Task 1: Update Client Information (due in 1 day)
    ☐ Review and update contact details ☐ Check client's preferred communication channel
  • Task 4: Review Service Requests (due in 2 days)
    ☐ Check new service tickets ☐ Assign tickets to the support team
  • Task 8: Update Client Database (due in 2 days)
    ☐ Input new client data ☐ Update existing client records
  • Task 2: Follow-up on Pending Payments (due in 3 days)
    ☐ Identify overdue invoices ☐ Send reminder emails

Important, Not Urgent

  • Task 3: Schedule Client Meetings (due in 1 week)
    ☐ Coordinate with clients for preferred dates ☐ Prepare agenda for the meeting
  • Task 6: Update Client Contracts (due in 2 weeks)
    ☐ Review existing contracts ☐ Check for nearing expiry dates
  • Task 5: Prepare Monthly Reports (due in 4 weeks)
    ☐ Compile sales and service data ☐ Prepare report draft

Urgent, Not Important

  • Task 7: Check Client Feedback (due in 3 days)
    ☐ Check feedback forms ☐ Respond to feedback
  • Task 9: Send Service Reminders (due in 1 week)
    ☐ Identify clients due for service ☐ Send email reminders

Not Urgent, Not Important

  • Task 10: Conduct Client Satisfaction Survey (due in 6 weeks)
    ☐ Prepare survey questions ☐ Disseminate survey to clients