Client Engagement Prioritization Template

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In the business consulting industry, prioritizing client engagements is crucial for achieving high client satisfaction and successful business outcomes. This template uses a Priority Matrix to categorize and prioritize tasks based on importance and urgency, ensuring that critical client engagements are attended to promptly.

By following this template, consultants can systematically address high-priority tasks, leading to improved efficiency and effectiveness in client interactions.

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Client Engagement Prioritization for Priority Matrix

Client Engagement Prioritization in Priority Matrix

Prioritize client engagements effectively to improve satisfaction and business outcomes.

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Proposed Tasks

Not Critical and Not Urgent

  • Client J - Billing Inquiry due in 1 day
    ☐ Review billing details ☐ Respond to client inquiry ☐ Resolve any billing issues
  • Client E - Follow-up Meeting due in 1 day
    ☐ Prepare for meeting ☐ Conduct meeting ☐ Follow-up on action items
  • Client A - Initial Consultation due in 2 days
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Client G - Issue Resolution due in 2 days
    ☐ Identify issue ☐ Develop resolution strategy ☐ Implement resolution
  • Client C - Status Update due in 3 days
    ☐ Review project progress ☐ Prepare status report ☐ Share update with client
  • Client I - Strategy Session due in 4 days
    ☐ Prepare for session ☐ Conduct session ☐ Follow-up on action items
  • Client B - Project Proposal due in 1 week
    ☐ Research client's needs ☐ Draft proposal ☐ Review and finalize proposal
  • Client D - Project Delivery due in 2 weeks
    ☐ Finalize project deliverables ☐ Prepare for delivery ☐ Conduct project handover
  • Client H - Performance Review due in 3 weeks
    ☐ Collect performance data ☐ Analyze performance ☐ Prepare review report
  • Client F - Contract Renewal due in 1 month
    ☐ Review contract terms ☐ Prepare renewal proposal ☐ Negotiate with client