Client Consultation Management Template

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Effectively manage your client consultations with this comprehensive template. Prioritize, schedule, and follow-up on consultations to ensure every client receives the attention they need. This template helps you streamline the consultation process, improving client satisfaction and retention.

By implementing this template, you can ensure timely consultations, maintain accurate records, and gather valuable feedback, ultimately enhancing your consulting services.

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Client Consultation Management for Priority Matrix

Client Consultation Management in Priority Matrix

Prioritize and schedule client consultations to enhance satisfaction and retention.

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Proposed Tasks

High Priority Consultations

  • Task 1: Identify Top Priority Consultations - Due in 1 Day
    ☐ Identify clients who need immediate attention ☐ Set up meetings with them ☐ Prepare consultation agenda

Medium Priority Consultations

  • Task 2: Schedule Medium Priority Consultations - Due in 3 Days
    ☐ Identify clients who can be scheduled for the next week ☐ Arrange meetings ☐ Prepare consultation agenda

Low Priority Consultations

  • Task 3: Plan Low Priority Consultations - Due in 1 Week
    ☐ Identify clients who can be scheduled for the next month ☐ Arrange meetings ☐ Prepare consultation agenda

Follow-ups and Miscellaneous

  • Task 6: Update Client Records - Due in 1 Day
    ☐ Update client records with consultation dates and notes ☐ Ensure all data is accurate and up-to-date
  • Task 10: Update Consultation Schedule - Due in 1 Day
    ☐ Update the consultation schedule with new appointments ☐ Notify clients of their appointments
  • Task 4: Follow Up With Previous Consultations - Due in 2 Days
    ☐ Identify clients who had consultations the previous week ☐ Follow up with them ☐ Address any concerns or issues
  • Task 9: Team Meeting - Due in 3 Days
    ☐ Hold a team meeting to discuss consultation process and improvements ☐ Collect feedback from team
  • Task 7: Prepare Reports on Consultations - Due in 1 Week
    ☐ Prepare reports on client consultations ☐ Highlight key findings and insights
  • Task 5: Review Consultation Process - Due in 2 Weeks
    ☐ Review the current consultation process ☐ Identify areas of improvement ☐ Implement changes to the process
  • Task 8: Client Feedback - Due in 2 Weeks
    ☐ Collect feedback from clients on the consultation process ☐ Implement changes based on feedback