Client Meeting Prioritization Template
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Effectively prioritize your client meetings in the real estate industry using the Eisenhower method. This template helps you categorize meetings based on urgency and importance, ensuring that high-value clients receive timely attention.
By following this structured approach, you can manage your time better and focus on the most critical meetings first, enhancing client satisfaction and your overall productivity.
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Client Meeting Prioritization in Priority Matrix
Prioritize client meetings using the Eisenhower method to ensure key clients are attended to promptly.
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Proposed Tasks
Urgent and Important
-
Conference call with Davis Builders due in 1 day
☐ Review client's file ☐ Prepare for call -
Conference call with big client due in 1 day
☐ Review client's file ☐ Prepare for call -
Meeting with John's Realty due in 1 day
☐ Prepare for the meeting ☐ Review client's file ☐ Develop key talking points -
Meeting with potential client due in 1 day
☐ Research the client ☐ Prepare presentation -
Follow-up call with Johnson's Investments due in 2 days
☐ Review notes from previous meeting ☐ Prepare for call -
Introductory meeting with new client due in 2 days
☐ Research the client ☐ Prepare presentation -
Follow-up meeting with Greenfield Developers due in 1 week
☐ Review meeting minutes from last meeting ☐ Prepare follow-up items ☐ Send meeting invite
Important but Not Urgent
-
Follow-up call with old client due in 1 week
☐ Review notes from previous meeting ☐ Prepare for call -
Lunch meeting with Smith Properties due in 1 week
☐ Choose a restaurant ☐ Prepare for meeting -
Follow-up call with Evans Realty due in 2 weeks
☐ Review notes from previous meeting ☐ Prepare for call -
Introductory meeting with Blue Sky Builders due in 2 weeks
☐ Research the company ☐ Prepare introductory materials ☐ Send meeting invite -
Meeting with Thompson Realty due in 2 weeks
☐ Review client's portfolio ☐ Prepare for meeting -
Quarterly review with Big City Constructions due in 1 month
☐ Prepare review materials ☐ Send meeting invite -
Meeting with Parker Investments due in 1 month
☐ Review client's portfolio ☐ Prepare for meeting -
Meeting with VIP client due in 1 month
☐ Review client's portfolio ☐ Prepare for meeting
Urgent but Not Important
-
Coffee meeting with Green Developers due in 3 days
☐ Choose a coffee shop ☐ Prepare for meeting -
Coffee meeting with prospective client due in 3 days
☐ Choose a coffee shop ☐ Prepare for meeting -
Networking event due in 3 weeks
☐ Prepare business cards ☐ Prepare elevator pitch -
Lunch meeting with Turner Constructions due in 3 weeks
☐ Choose a restaurant ☐ Prepare for meeting
Neither Urgent nor Important
-
Networking event due in 1 month
☐ Prepare business cards ☐ Prepare elevator pitch