Client Interaction Management Project Template
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Ensure all client interactions are handled efficiently and effectively with the Client Interaction Management template. This project template utilizes Priority Matrix to track client queries, requests, and meetings, helping Partners in the accounting industry stay organized and responsive.
By following the structured tasks and processes outlined in this template, you can improve client satisfaction, maintain strong relationships, and ensure no client need goes unmet.
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Client Interaction Management Project in Priority Matrix
Manage and track client queries, requests, and meetings to enhance client satisfaction and maintain strong relationships.
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Proposed Tasks
Urgent and Important
-
Task 1: Set up Client Database - due in 1 week
☐ Create a comprehensive database of all clients ☐ Include relevant client contact information ☐ Include details of previous interactions -
Task 2: Create Client Interaction Schedule - due in 2 weeks
☐ Establish a schedule for regular client interaction ☐ Include both planned and ad-hoc interactions -
Task 9: Monitor Client Satisfaction - due in 9 weeks
☐ Regularly measure client satisfaction levels ☐ Address any issues that may arise promptly
Important, Not Urgent
-
Task 3: Develop Client Query Response Process - due in 3 weeks
☐ Create a process for responding to client queries ☐ Ensure the process is efficient and client-friendly -
Task 4: Establish Client Request Management System - due in 4 weeks
☐ Develop a system for managing client requests ☐ Ensure the system is able to prioritize urgent requests -
Task 10: Update Client Database - due in 10 weeks
☐ Update client database with new interactions ☐ Ensure all information is current and accurate
Urgent, Not Important
-
Task 5: Plan Regular Client Meetings - due in 5 weeks
☐ Schedule regular face-to-face or virtual meetings with clients ☐ Prepare agendas for each meeting -
Task 6: Implement Client Feedback System - due in 6 weeks
☐ Create a system for gathering and analyzing client feedback ☐ Use feedback to improve client interaction processes
Not Urgent, Not Important
-
Task 7: Review Client Interaction Processes - due in 7 weeks
☐ Regularly review client interaction processes for efficiency ☐ Make necessary adjustments based on reviews -
Task 8: Train Staff on Client Interaction Processes - due in 8 weeks
☐ Conduct training sessions for staff on client interaction processes ☐ Ensure all staff understand the importance of excellent client service