Client Consultation Preparation Template

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Ensure your client consultations are successful with comprehensive preparation. This template guides you through compiling relevant documentation, preparing case studies, developing tailored strategies, and setting a thorough consultation agenda.

By following these steps, you can enhance client trust and satisfaction, ensuring every consultation is productive and professional.

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Client Consultation Preparation for Priority Matrix

Client Consultation Preparation in Priority Matrix

Prepare effectively for client consultations with organized documentation, case studies, and tailored strategies.

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Proposed Tasks

High Impact, Immediate Action

  • Compile Relevant Documentation - due in 1 day
    ☐ Identify necessary legal documents ☐ Collect required forms ☐ Organize them in a digital folder
  • Client Background Check - due in 2 days
    ☐ Research the client's business ☐ Understand their industry ☐ Identify potential legal issues
  • Prepare Case Studies - due in 3 days
    ☐ Identify relevant cases ☐ Summarize key points ☐ Develop a presentation
  • Prepare Consultation Agenda - due in 4 days
    ☐ Outline key discussion points ☐ Allocate time for each topic ☐ Email the agenda to the client

High Impact, Future Action

  • Develop Strategy - due in 1 week
    ☐ Identify client's needs ☐ Develop a tailored strategy ☐ Prepare a strategy presentation
  • Update Legal Knowledge - due in 2 weeks
    ☐ Research recent legal updates ☐ Attend webinars or workshops ☐ Read relevant legal journals

Low Impact, Immediate Action

  • Prepare Consultation Room - due in 1 day
    ☐ Book a quiet and comfortable room ☐ Check the audio-visual equipment ☐ Prepare refreshments
  • Document Consultation - due in 1 day
    ☐ Take detailed notes during consultation ☐ Record important points ☐ File the notes properly

Low Impact, Future Action

  • Invoicing - due in 3 days
    ☐ Calculate consultation hours ☐ Prepare an invoice ☐ Send the invoice to the client
  • Post-Consultation Follow Up - due in 2 weeks
    ☐ Send a thank you email ☐ Summarize the consultation ☐ Outline next steps