Client Engagement Prioritization Template

More sales templates

Enhance your client engagement strategy with our Client Engagement Prioritization template. This tool helps Sales Managers in the business consulting sector focus on high-priority clients and delegate less urgent tasks effectively.

Using a Priority Matrix, ensure that your most important clients receive the attention they deserve while maintaining overall productivity and efficiency. This template provides a structured approach to managing client engagements, ensuring that nothing falls through the cracks.

Get this template on priority matrix

Client Engagement Prioritization for Priority Matrix

Client Engagement Prioritization in Priority Matrix

Prioritize client engagements effectively using a Priority Matrix to maximize impact and efficiency.

You can start using Client Engagement Prioritization or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Impact, Urgent

  • Follow-up with Client Y - Due in 1 day
    ☐ Review previous correspondence ☐ Prepare follow-up email ☐ Send email
  • Client Meeting for Project X - Due in 2 days
    ☐ Prepare agenda ☐ Collect necessary documents ☐ Confirm meeting details with client
  • Client Contract Renewal - Due in 2 weeks
    ☐ Review contract terms ☐ Prepare renewal proposal ☐ Discuss with client

High Impact, Not Urgent

  • Proposal for Potential Client Z - Due in 1 week
    ☐ Understand client's needs ☐ Prepare proposal ☐ Review and finalize proposal
  • Client Feedback Collection - Due in 2 weeks
    ☐ Prepare feedback form ☐ Send out forms ☐ Collect and analyze feedback
  • Review Sales Strategy - Due in 1 month
    ☐ Collect input from team ☐ Review current strategy ☐ Revise strategy as needed

Low Impact, Urgent

  • Monthly Report Preparation - Due in 2 days
    ☐ Collect data ☐ Analyze data ☐ Prepare report
  • Weekly Team Meeting - Due in 3 days
    ☐ Prepare agenda ☐ Conduct meeting ☐ Follow-up on action items

Low Impact, Not Urgent

  • Networking Event - Due in 3 weeks
    ☐ Research attendees ☐ Prepare introduction and pitches ☐ Attend event
  • Training on New Sales Software - Due in 1 month
    ☐ Register for training ☐ Attend training ☐ Implement learnings