Client Consultation Preparation Template

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Prepare thoroughly for client consultations with our step-by-step template. From identifying client needs to scheduling internal reviews and conducting mock consultations, this template ensures no detail is overlooked.

Utilize the Priority Matrix to organize tasks and cover all key points, enhancing the quality and effectiveness of your client meetings.

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Client Consultation Preparation for Priority Matrix

Client Consultation Preparation in Priority Matrix

Ensure successful client consultations with this comprehensive preparation template.

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Proposed Tasks

Critical and Immediate

  • Task 1: Identify Client's Needs - due in 1 day
    ☐ Research Client Background ☐ Identify Client's Business Objectives ☐ Understand Client's Technical Requirements
  • Task 2: Develop Consultation Agenda - due in 3 days
    ☐ Create Meeting Agenda ☐ List Key Discussion Points ☐ Allocate Time for Each Topic

Critical but not Immediate

  • Task 3: Compile Relevant Case Studies - due in 1 week
    ☐ Search for Relevant Case Studies ☐ Prepare Case Study Summary ☐ Link Case Studies to Client's Needs
  • Task 4: Prepare Presentation - due in 2 weeks
    ☐ Create Presentation Outline ☐ Develop Slides ☐ Review and Revise Presentation
  • Task 6: Finalize Consultation Materials - due in 3 weeks
    ☐ Review Consultation Materials ☐ Make Final Revisions ☐ Prepare Final Draft

Not Critical but Immediate

  • Task 5: Schedule Internal Review - due in 2 weeks
    ☐ Coordinate with Team ☐ Conduct Internal Review ☐ Incorporate Feedback
  • Task 7: Conduct Mock Consultation - due in 3 weeks
    ☐ Plan Mock Consultation ☐ Conduct Mock Consultation ☐ Review and Adjust Based on Feedback

Not Critical or Immediate

  • Task 8: Send Pre-meeting Note to Client - due in 4 weeks
    ☐ Prepare Pre-meeting Note ☐ Include Meeting Agenda and Expectations ☐ Send Note to Client
  • Task 10: Post-Consultation Follow-up - due in 1 month
    ☐ Send Meeting Summary to Client ☐ Address Any Follow-up Actions ☐ Thank Client for Their Time
  • Task 9: Prepare Meeting Room - due in 1 month
    ☐ Check Technology Setup ☐ Arrange Seating ☐ Ensure Availability of Required Materials