Key Account Management Task Tracking Template

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Enhance your key account management efficiency with this comprehensive task tracking template. Designed specifically for Key Account Managers in the IT hardware industry, this template helps you visualize and allocate time to the most pressing tasks, ensuring no deadlines are missed.

By effectively managing time-sensitive deliverables and juggling multiple accounts, you can reduce stress and ensure that each client receives the attention they need within the stipulated timeframe. Use this template to streamline your workflow and prioritize tasks effectively.

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Key Account Management Task Tracking for Priority Matrix

Key Account Management Task Tracking in Priority Matrix

Organize and prioritize key account management tasks to meet deadlines and ensure client satisfaction.

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Proposed Tasks

Critical & Immediate

  • Task 1: Client Proposal due in 2 days
    ☐ Research Client Needs ☐ Create Proposal Draft ☐ Review and Refine Proposal ☐ Submit Proposal
  • Task 6: Client Onboarding due in 2 days
    ☐ Prepare Onboarding Materials ☐ Conduct Onboarding Session
  • Task 15: Contract Review due in 3 days
    ☐ Review Contract Terms ☐ Prepare Contract Review Report
  • Task 8: Client Meeting Preparation due in 3 days
    ☐ Review Meeting Agenda ☐ Prepare Meeting Materials ☐ Conduct Pre-Meeting Briefing
  • Task 2: Monthly Report due in 1 week
    ☐ Gather Data ☐ Analyze Data ☐ Prepare Report ☐ Submit Report
  • Task 7: Follow Up on Leads due in 1 week
    ☐ Review Lead Information ☐ Prepare Follow Up Materials ☐ Conduct Follow Up
  • Task 12: Client Feedback Follow Up due in 1 week
    ☐ Review Client Feedback ☐ Prepare Follow Up Materials ☐ Conduct Follow Up
  • Task 19: Client Risk Assessment due in 1 week
    ☐ Identify Potential Risks ☐ Analyze Risk Impact ☐ Prepare Risk Assessment Report

Critical & Not Immediate

  • Task 9: Product Training due in 2 weeks
    ☐ Review Product Information ☐ Prepare Training Materials ☐ Conduct Training
  • Task 13: Sales Forecasting due in 2 weeks
    ☐ Collect Sales Data ☐ Analyze Sales Trends ☐ Prepare Sales Forecast
  • Task 16: Client Retention Strategy due in 2 weeks
    ☐ Identify Client Needs ☐ Develop Retention Strategy ☐ Implement Retention Strategy
  • Task 3: Quarterly Review due in 3 weeks
    ☐ Review Account Performance ☐ Prepare Review Materials ☐ Conduct Review Meeting
  • Task 20: Client Relationship Building due in 3 weeks
    ☐ Identify Relationship Building Opportunities ☐ Implement Relationship Building Activities
  • Task 5: Renewal Negotiation due in 4 weeks
    ☐ Review Contract ☐ Prepare Negotiation Strategy ☐ Conduct Negotiation
  • Task 10: Client Satisfaction Survey due in 1 month
    ☐ Prepare Survey ☐ Distribute Survey ☐ Analyze Survey Results
  • Task 14: Marketing Campaign Review due in 1 month
    ☐ Review Campaign Performance ☐ Prepare Review Report
  • Task 17: Competitive Analysis due in 1 month
    ☐ Identify Competitors ☐ Analyze Competitor Strategies ☐ Prepare Analysis Report

Not Critical & Immediate

  • Task 4: Update Client Database due in 1 day
    ☐ Gather New Client Information ☐ Update Database
  • Task 11: Update CRM due in 2 days
    ☐ Review CRM Data ☐ Update CRM
  • Task 18: Client Communication Plan due in 2 days
    ☐ Identify Communication Needs ☐ Develop Communication Plan ☐ Implement Communication Plan