Client Account Management and Task Tracking Template

More shipping-and-logistics templates

Ensure no client request goes unnoticed with this comprehensive template designed for Field Account Executives in the Shipping and Logistics industry. This template helps you maintain all client accounts and tasks efficiently, ensuring timely responses and enhanced client satisfaction.

With detailed subtasks for meetings, follow-ups, contract renewals, and more, this template ensures you stay organized and proactive in meeting client needs.

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Client Account Management and Task Tracking for Priority Matrix

Client Account Management and Task Tracking in Priority Matrix

Efficiently manage client accounts and track tasks to enhance client satisfaction in the shipping and logistics industry.

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Proposed Tasks

Critical and Immediate

  • Invoice Discrepancy - Theta Inc due in 2 days
    ☐ Review invoice ☐ Identify discrepancy ☐ Rectify and resend invoice
  • Service Issue - Pi SA due in 2 days
    ☐ Identify issue ☐ Resolve issue ☐ Follow up with client
  • Sales Pitch - Lambda SA due in 1 week
    ☐ Prepare pitch ☐ Practice pitch ☐ Deliver pitch
  • Client Meeting - Alpha Corp due in 1 week
    ☐ Prepare presentation ☐ Review client's previous orders ☐ Plan for upselling and cross-selling
  • Follow Up - Beta Inc due in 2 weeks
    ☐ Send follow-up email ☐ Prepare for call ☐ Update CRM
  • Client Onboarding - Delta Plc due in 2 weeks
    ☐ Prepare onboarding materials ☐ Plan training sessions ☐ Assign account manager
  • RFP Response - Nu Inc due in 3 weeks
    ☐ Analyze RFP ☐ Prepare response ☐ Submit response

Important but not Immediate

  • Product Demo - Mu Corp due in 2 weeks
    ☐ Arrange demo ☐ Conduct demo ☐ Follow up after demo
  • Contract Renewal - Gamma Ltd due in 1 month
    ☐ Review contract terms ☐ Prepare renewal proposal ☐ Arrange meeting
  • Quarterly Business Review - Zeta Corp due in 1 month
    ☐ Prepare review report ☐ Schedule review meeting ☐ Present findings and recommendations
  • Annual Planning - Kappa Plc due in 1 month
    ☐ Review past performance ☐ Set new targets ☐ Plan for achieving targets
  • Account Audit - Xi Ltd due in 1 month
    ☐ Conduct audit ☐ Prepare audit report ☐ Present findings
  • Contract Negotiation - Tau Ltd due in 1 month
    ☐ Prepare negotiation strategy ☐ Conduct negotiation ☐ Finalize contract

Less Critical but Immediate

  • Shipping Update - Eta LLC due in 1 day
    ☐ Check shipping status ☐ Update client ☐ Resolve any issues
  • Order Fulfillment - Omicron Plc due in 1 week
    ☐ Check order status ☐ Ensure timely delivery ☐ Update client
  • Product Training - Iota Ltd due in 2 weeks
    ☐ Prepare training materials ☐ Conduct training ☐ Collect feedback
  • Customer Satisfaction Survey - Epsilon SA due in 3 weeks
    ☐ Design survey ☐ Distribute survey ☐ Analyze feedback
  • Product Update - Sigma Inc due in 3 weeks
    ☐ Learn about product update ☐ Inform client ☐ Arrange training if necessary

Less Important and not Immediate

  • Client Appreciation - Rho Corp due in 2 weeks
    ☐ Plan appreciation event ☐ Send invites ☐ Host event
  • Client Feedback - Upsilon Plc due in 2 weeks
    ☐ Collect feedback ☐ Analyze feedback ☐ Implement changes