Client Communication Management Template

More financial-services templates

Ensure clear and effective communication with your clients using the Client Communication Management template. This template utilizes Priority Matrix to help you schedule and remember important client interactions, such as meetings, follow-ups, and calls.

By maintaining organized and timely communication, you can enhance client satisfaction and build stronger relationships, which are crucial in the financial services industry.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Manage client communications effectively with scheduled meetings, calls, and follow-ups.

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Proposed Tasks

High Impact, Urgent

  • Prepare for Client Meeting due in 1 day
    ☐ Review client's financial portfolio ☐ Identify potential opportunities for client ☐ Prepare presentation materials
  • Follow-up Call with Client due in 2 days
    ☐ Review notes from previous meeting ☐ Prepare list of discussion points
  • Send Meeting Summary to Client due in 3 days
    ☐ Write summary of meeting ☐ Email summary to client
  • Client Year-End Review due in 12 months
    ☐ Review client's financial performance over the year ☐ Prepare year-end summary
  • Schedule Year-End Meeting with Client due in 12 months
    ☐ Check client's availability ☐ Book meeting room

High Impact, Not Urgent

  • Schedule Client Meeting due in 1 week
    ☐ Check client's availability ☐ Book meeting room
  • Research Client's Market due in 2 weeks
    ☐ Identify trends in client's market ☐ Analyze potential impact on client's portfolio
  • Plan Client's Portfolio Review due in 1 month
    ☐ Review client's portfolio performance ☐ Identify areas for discussion
  • Client Investment Review due in 3 months
    ☐ Review client's investments ☐ Prepare investment report
  • Client Portfolio Adjustment due in 3 months
    ☐ Review client's portfolio ☐ Identify necessary adjustments
  • Client Financial Goals Review due in 8 months
    ☐ Discuss client's financial goals ☐ Adjust financial plan accordingly

Low Impact, Urgent

  • Prepare Quarterly Report for Client due in 2 months
    ☐ Collect necessary financial data ☐ Prepare report
  • Schedule Quarterly Review with Client due in 2 months
    ☐ Check client's availability ☐ Book meeting room
  • Client Tax Planning due in 4 months
    ☐ Review client's tax situation ☐ Identify tax-saving opportunities
  • Client Risk Assessment due in 7 months
    ☐ Evaluate client's risk tolerance ☐ Adjust portfolio accordingly
  • Client Insurance Review due in 9 months
    ☐ Review client's insurance policies ☐ Identify necessary changes

Low Impact, Not Urgent

  • Client Retirement Planning due in 5 months
    ☐ Review client's retirement goals ☐ Prepare retirement plan
  • Client Estate Planning due in 6 months
    ☐ Review client's estate plans ☐ Identify necessary changes
  • Client Debt Management Plan due in 10 months
    ☐ Review client's debts ☐ Prepare debt management plan
  • Client Philanthropic Planning due in 11 months
    ☐ Discuss client's philanthropic goals ☐ Prepare philanthropic plan