Client Consultation Management Template

More management-consulting templates

Efficiently handle your client consultations with this comprehensive template. Designed for management consulting professionals, this template helps you schedule and manage consultations, ensuring all clients' needs are addressed promptly.

With tasks ranging from preparation to follow-up, and additional activities like reviewing feedback and updating client information, this template ensures no client is overlooked and paves the way for continuous improvement in your consultation process.

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Client Consultation Management for Priority Matrix

Client Consultation Management in Priority Matrix

Effectively manage and schedule client consultations to ensure timely and thorough client engagement.

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Proposed Tasks

Urgent & Important

  • Client Consultation 1 due in 2 days
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client

Important but Not Urgent

  • Research Latest Trends in Emerging Technology
    ☐ Stay updated with latest technology trends ☐ Identify potential impact on clients
  • Review and Refine Consultation Process
    ☐ Review feedback from clients ☐ Identify areas for improvement ☐ Implement changes to consultation process
  • Client Consultation 2 due in 1 week
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Client Consultation 3 due in 2 weeks
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Prepare Monthly Client Report due in 1 month
    ☐ Gather client consultation data ☐ Analyze data ☐ Prepare and send report
  • Client Consultation 6 due in 1.5 months
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Client Consultation 11 due in 4 months
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client

Urgent but Not Important

  • Team Meeting due in 1 week
    ☐ Prepare meeting agenda ☐ Conduct meeting ☐ Follow-up on action items
  • Client Consultation 4 due in 3 weeks
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Client Consultation 5 due in 1 month
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Client Consultation 7 due in 2 months
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Client Consultation 8 due in 2.5 months
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Client Consultation 12 due in 4.5 months
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Client Consultation 13 due in 5 months
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client

Not Urgent & Not Important

  • Update Client Database
    ☐ Ensure all client information is up-to-date ☐ Identify potential new clients
  • Professional Development Course due in 2 months
    ☐ Enroll in course ☐ Complete course modules ☐ Apply learnings to work
  • Client Consultation 9 due in 3 months
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Client Consultation 10 due in 3.5 months
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Annual Performance Review due in 4 months
    ☐ Prepare self-assessment ☐ Review feedback from manager ☐ Set goals for next year