Client Interaction and Task Tracking Template

More business-consulting templates

Effective client management is crucial in business consulting. This template helps you track all client interactions to ensure that nothing falls through the cracks and all client needs are addressed promptly. It includes tasks for meetings, calls, emails, presentations, and follow-ups, each with detailed subtasks for thorough tracking and execution.

By using this template, you can maintain strong client relationships and ensure that all interactions are well-documented and tasks are completed efficiently.

Get this template on priority matrix

Client Interaction and Task Tracking for Priority Matrix

Client Interaction and Task Tracking in Priority Matrix

Track and manage client interactions to ensure all needs are met and relationships are maintained.

You can start using Client Interaction and Task Tracking or other Business-Consulting Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Not Urgent, Not Important

  • Email Client D with proposal due in 1 day
    ☐ Finalize proposal ☐ Send proposal to Client D
  • Email Client I with update due in 1 day
    ☐ Prepare update ☐ Send update to Client I
  • Email Client N with proposal due in 1 day
    ☐ Finalize proposal ☐ Send proposal to Client N
  • Email Client S with update due in 1 day
    ☐ Prepare update ☐ Send update to Client S
  • Meeting with Client A due in 2 days
    ☐ Prepare for the meeting ☐ Take notes during the meeting ☐ Follow up after the meeting
  • Prepare for meeting with Client H due in 2 days
    ☐ Review previous interaction ☐ Prepare for meeting
  • Meeting with Client K due in 2 days
    ☐ Prepare for the meeting ☐ Take notes during the meeting ☐ Follow up after the meeting
  • Prepare for meeting with Client R due in 2 days
    ☐ Review previous interaction ☐ Prepare for meeting
  • Call with Client C due in 3 days
    ☐ Prepare for the call ☐ Take notes during the call ☐ Follow up after the call
  • Follow up with Client F due in 3 days
    ☐ Review previous interaction ☐ Prepare follow-up points ☐ Follow up with Client F
  • Call with Client J due in 3 days
    ☐ Prepare for the call ☐ Take notes during the call ☐ Follow up after the call
  • Call with Client M due in 3 days
    ☐ Prepare for the call ☐ Take notes during the call ☐ Follow up after the call
  • Follow up with Client P due in 3 days
    ☐ Review previous interaction ☐ Prepare follow-up points ☐ Follow up with Client P
  • Call with Client T due in 3 days
    ☐ Prepare for the call ☐ Take notes during the call ☐ Follow up after the call
  • Update Client B's project status due in 1 week
    ☐ Review project progress ☐ Prepare status update ☐ Send status update to Client B
  • Present to Client E due in 1 week
    ☐ Prepare presentation ☐ Practice presentation ☐ Present to Client E
  • Prepare report for Client G due in 1 week
    ☐ Gather necessary information ☐ Prepare report ☐ Send report to Client G
  • Update Client L's project status due in 1 week
    ☐ Review project progress ☐ Prepare status update ☐ Send status update to Client L
  • Present to Client O due in 1 week
    ☐ Prepare presentation ☐ Practice presentation ☐ Present to Client O
  • Prepare report for Client Q due in 1 week
    ☐ Gather necessary information ☐ Prepare report ☐ Send report to Client Q