Client Consultation Tracking and Prioritization Template

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Effective client consultation is the backbone of success in the business consulting industry. This template helps you track and prioritize client consultations and follow-ups using a Priority Matrix.

By implementing this template, Directors of Engineering can ensure timely and organized client interactions, fostering better relationships and delivering top-notch service.

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Client Consultation Tracking and Prioritization for Priority Matrix

Client Consultation Tracking and Prioritization in Priority Matrix

Track and prioritize client consultations to manage relationships and deliver exceptional service.

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Proposed Tasks

Neither Urgent nor Important

  • Client Consultation with XYZ Corp due in 1 day
    ☐ Prepare for meeting ☐ Conduct consultation ☐ Follow-up with client
  • Client Consultation with ABC Inc due in 2 days
    ☐ Prepare for meeting ☐ Conduct consultation ☐ Follow-up with client
  • Follow-up with DEF Ltd due in 3 days
    ☐ Prepare follow-up notes ☐ Conduct follow-up
  • Client Consultation with GHI Pvt Ltd due in 1 week
    ☐ Prepare for meeting ☐ Conduct consultation ☐ Follow-up with client
  • Client Consultation with JKL Corp due in 2 weeks
    ☐ Prepare for meeting ☐ Conduct consultation ☐ Follow-up with client
  • Follow-up with MNO Inc due in 3 weeks
    ☐ Prepare follow-up notes ☐ Conduct follow-up
  • Client Consultation with PQR Ltd due in 1 month
    ☐ Prepare for meeting ☐ Conduct consultation ☐ Follow-up with client
  • Follow-up with STU Pvt Ltd due in 5 weeks
    ☐ Prepare follow-up notes ☐ Conduct follow-up
  • Client Consultation with VWX Corp due in 6 weeks
    ☐ Prepare for meeting ☐ Conduct consultation ☐ Follow-up with client
  • Follow-up with YZ Inc due in 7 weeks
    ☐ Prepare follow-up notes ☐ Conduct follow-up
  • Client Consultation with AAA Ltd due in 2 months
    ☐ Prepare for meeting ☐ Conduct consultation ☐ Follow-up with client
  • Follow-up with BBB Pvt Ltd due in 9 weeks
    ☐ Prepare follow-up notes ☐ Conduct follow-up
  • Client Consultation with CCC Corp due in 10 weeks
    ☐ Prepare for meeting ☐ Conduct consultation ☐ Follow-up with client
  • Follow-up with DDD Inc due in 11 weeks
    ☐ Prepare follow-up notes ☐ Conduct follow-up
  • Follow-up with FFF Pvt Ltd due in 13 weeks
    ☐ Prepare follow-up notes ☐ Conduct follow-up
  • Client Consultation with EEE Ltd due in 3 months
    ☐ Prepare for meeting ☐ Conduct consultation ☐ Follow-up with client
  • Client Consultation with GGG Corp due in 14 weeks
    ☐ Prepare for meeting ☐ Conduct consultation ☐ Follow-up with client
  • Follow-up with HHH Inc due in 15 weeks
    ☐ Prepare follow-up notes ☐ Conduct follow-up
  • Follow-up with JJJ Pvt Ltd due in 17 weeks
    ☐ Prepare follow-up notes ☐ Conduct follow-up
  • Client Consultation with III Ltd due in 4 months
    ☐ Prepare for meeting ☐ Conduct consultation ☐ Follow-up with client