Client Interaction & Deliverable Management Template

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This template is designed to help financial services professionals prioritize client interactions and manage deliverables to boost client satisfaction and retention. By following the tasks outlined in this template, you can ensure timely deliverables and effective client engagement.

Utilize this template to identify key clients, develop engagement strategies, review deadlines, and continually improve the quality of your interactions and deliverables.

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Client Interaction & Deliverable Management for Priority Matrix

Client Interaction & Deliverable Management in Priority Matrix

Enhance client satisfaction and retention by prioritizing interactions and managing deliverables efficiently.

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Proposed Tasks

Critical & Immediate

  • Task 1 due in 1 day: Prioritize Client Interactions
    ☐ Identify key clients ☐ Review past interactions ☐ Set priority levels for each client based on business needs
  • Task 3 due in 2 days: Review Deliverable Deadlines
    ☐ Review deliverable deadlines ☐ Identify potential risks ☐ Develop risk mitigation strategy
  • Task 5 due in 3 days: Implement Client Engagement Strategy
    ☐ Communicate strategy to team ☐ Implement strategy ☐ Monitor strategy effectiveness

Important, Not Immediate

  • Task 2 due in 1 week: Develop Client Engagement Strategy
    ☐ Identify key touchpoints ☐ Develop engagement plan for each touchpoint ☐ Align engagement strategy with business objectives
  • Task 4 due in 1 week: Develop Deliverable Management Plan
    ☐ Identify deliverable owners ☐ Develop deliverable schedule ☐ Align deliverable management plan with business objectives
  • Task 7 due in 2 weeks: Evaluate Deliverable Quality
    ☐ Review deliverable quality ☐ Identify areas for improvement ☐ Implement quality improvement measures
  • Task 9 due in 2 weeks: Review Client Engagement Strategy
    ☐ Review strategy effectiveness ☐ Identify areas for improvement ☐ Implement necessary changes
  • Task 10 due in 1 month: Review Deliverable Management Plan
    ☐ Review plan effectiveness ☐ Identify areas for improvement ☐ Implement necessary changes

Less Important, Immediate

  • Task 6 due in 1 week: Review Client Feedback
    ☐ Collect client feedback ☐ Analyze feedback ☐ Implement necessary changes
  • Task 8 due in 1 month: Conduct Client Satisfaction Survey
    ☐ Develop survey ☐ Disseminate survey to clients ☐ Analyze survey results