Prioritized Client Follow-ups Template

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Improve your sales and client relationships by prioritizing client follow-ups using the Quadrants method. This template helps sales representatives in the construction industry manage their time effectively by focusing on the most important clients first.

By following the tasks and subtasks outlined in this template, you can ensure timely follow-ups, increase sales, and build stronger client relationships. Utilize the Priority Matrix to stay organized and efficient.

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Prioritized Client Follow-ups for Priority Matrix

Prioritized Client Follow-ups in Priority Matrix

Prioritize client follow-ups to enhance sales and client relationships in the construction industry.

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Proposed Tasks

Urgent and Important

  • Client Follow-up - Project A due in 1 day
    ☐ Review Project A details ☐ Prepare for the call ☐ Make the call
  • Client Follow-up - Project B due in 3 days
    ☐ Review Project B details ☐ Prepare for the call ☐ Make the call
  • Client Follow-up - Project D due in 10 days
    ☐ Review Project D details ☐ Prepare for the call ☐ Make the call

Important, Not Urgent

  • Client Follow-up - Project C due in 1 week
    ☐ Review Project C details ☐ Prepare for the call ☐ Make the call
  • Review Potential Client List due in 2 weeks
    ☐ Review potential client list ☐ Identify key targets ☐ Prepare initial outreach
  • Client Follow-up - Project E due in 2 weeks
    ☐ Review Project E details ☐ Prepare for the call ☐ Make the call
  • Client Follow-up - Project F due in 3 weeks
    ☐ Review Project F details ☐ Prepare for the call ☐ Make the call

Urgent, Not Important

  • Prepare Monthly Sales Report due in 1 month
    ☐ Compile sales data ☐ Analyze sales trends ☐ Prepare report
  • Client Follow-up - Project G due in 1 month
    ☐ Review Project G details ☐ Prepare for the call ☐ Make the call
  • Client Follow-up - Project H due in 5 weeks
    ☐ Review Project H details ☐ Prepare for the call ☐ Make the call
  • Plan Client Appreciation Event due in 3 months
    ☐ Identify potential dates ☐ Outline event details ☐ Begin outreach to clients

Not Urgent, Not Important

  • Client Follow-up - Project I due in 2 months
    ☐ Review Project I details ☐ Prepare for the call ☐ Make the call
  • Client Follow-up - Project J due in 3 months
    ☐ Review Project J details ☐ Prepare for the call ☐ Make the call
  • Update Client Database due in 6 months
    ☐ Review current client information ☐ Update contact details ☐ Verify client preferences
  • Attend Industry Conference due in 9 months
    ☐ Register for conference ☐ Plan travel details ☐ Prepare for networking opportunities