Client Consultation and Follow-up Management Project Template

Client Consultation and Follow-up Management Project in Priority Matrix

Streamline client consultations and follow-ups to enhance communication and service delivery.

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Proposed Tasks

Urgent and Important

• Task 13: Conduct Team Meetings (weekly)
  ☐ Discuss progress on client consultations and follow-ups ☐ Address any issues or concerns raised by team members ☐ Update team members on any changes or updates
• Task 14: Conduct Client Meetings (monthly)
  ☐ Discuss progress on projects ☐ Address any issues or concerns raised by clients ☐ Update clients on any changes or updates
• Task 4: Conduct Client Consultations (ongoing)
  ☐ Meet with clients ☐ Document client needs and expectations ☐ Update client information in CRM system
• Task 5: Conduct Client Follow-ups (ongoing)
  ☐ Follow up with clients after consultations ☐ Address any issues or concerns raised by clients ☐ Update client information in CRM system
• Task 6: Monitor Client Satisfaction (ongoing)
  ☐ Regularly check in with clients to assess satisfaction ☐ Address any issues or concerns raised by clients ☐ Update client information in CRM system
• Task 1: Create a Client Consultation Schedule (due in 1 week)
  ☐ Identify all current and upcoming client consultations ☐ Allocate specific times for each consultation ☐ Ensure all team members are aware of the schedule
• Task 2: Develop a Client Follow-up Strategy (due in 2 weeks)
  ☐ Identify key points to address in follow-ups ☐ Allocate specific times for each follow-up ☐ Ensure all team members are aware of the strategy

Important, Not Urgent

• Task 11: Review Client Satisfaction (every 6 months)
  ☐ Review client satisfaction levels ☐ Address any issues or concerns raised by clients ☐ Update client information in CRM system
• Task 12: Update CRM System (every 6 months)
  ☐ Review the effectiveness of the current CRM system ☐ Make any necessary updates or changes ☐ Train team members on any new features or changes
• Task 15: Review Project Progress (monthly)
  ☐ Review progress on all client projects ☐ Address any issues or concerns ☐ Update project plans as needed
• Task 17: Review Team Performance (every 6 months)
  ☐ Review performance of each team member ☐ Address any issues or concerns ☐ Provide feedback and guidance as needed
• Task 20: Conduct Client Satisfaction Surveys (annually)
  ☐ Develop and distribute client satisfaction surveys ☐ Analyze survey results ☐ Address any issues or concerns raised by clients
• Task 7: Review and Update Consultation Schedule (every 2 weeks)
  ☐ Review the effectiveness of the current consultation schedule ☐ Make any necessary updates or changes ☐ Inform team members of any changes
• Task 8: Review and Update Follow-up Strategy (every 2 weeks)
  ☐ Review the effectiveness of the current follow-up strategy ☐ Make any necessary updates or changes ☐ Inform team members of any changes
• Task 3: Implement a CRM System (due in 1 month)
  ☐ Research suitable CRM systems ☐ Implement chosen CRM system ☐ Train team members on using the CRM system

Urgent, Not Important

• Task 16: Update Project Plans (as needed)
  ☐ Review current project plans ☐ Make any necessary updates or changes ☐ Inform team members and clients of any changes
• Task 18: Conduct Team Performance Appraisals (annually)
  ☐ Conduct performance appraisals for each team member ☐ Provide feedback and guidance ☐ Discuss career development plans
• Task 10: Train Team Members on Client Follow-ups (every 3 months)
  ☐ Conduct training sessions on effective client follow-ups ☐ Address any issues or concerns raised by team members ☐ Update training materials as needed
• Task 9: Train Team Members on Client Consultations (every 3 months)
  ☐ Conduct training sessions on effective client consultations ☐ Address any issues or concerns raised by team members ☐ Update training materials as needed

Neither Urgent nor Important

• Task 19: Review and Update Training Materials (annually)
  ☐ Review current training materials ☐ Make any necessary updates or changes ☐ Inform team members of any changes