Client Engagement Prioritization Template

More consulting templates

Enhance your client engagement strategy with the Client Engagement Prioritization template. This tool employs the Eisenhower Matrix to help you focus on critical tasks and delegate less urgent ones, ensuring your top clients receive the attention they deserve.

In the demanding consulting industry, prioritizing client engagements is essential for maintaining high levels of client satisfaction and engagement. This template offers a structured approach to managing your tasks, allowing you to improve efficiency and deliver better outcomes for your clients.

Get this template on priority matrix

Client Engagement Prioritization for Priority Matrix

Client Engagement Prioritization in Priority Matrix

Prioritize client engagements effectively using the Eisenhower Matrix for improved satisfaction and outcomes.

You can start using Client Engagement Prioritization or other Consulting 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

Urgent and Important

  • Review client list due in 1 day
    ☐ Identify top clients ☐ Identify potential high-value clients ☐ Identify clients that require immediate attention
  • Set up client meetings due in 1 week
    ☐ Schedule meetings with top clients ☐ Prepare agenda for each meeting
  • Review client feedback due in 1 month
    ☐ Collect client feedback ☐ Implement changes based on feedback

Important, Not Urgent

  • Prepare reports for each client due in 2 weeks
    ☐ Review past engagements ☐ Identify areas of improvement ☐ Prepare strategy for future engagements
  • Plan for next quarter due in 3 weeks
    ☐ Set goals for next quarter ☐ Identify potential challenges and solutions
  • Research industry trends due in 3 months
    ☐ Identify new trends in the consulting industry ☐ Identify potential impact on client engagements

Urgent, Not Important

  • Delegate tasks to team due in 3 days
    ☐ Identify tasks that can be delegated ☐ Assign tasks to team members
  • Follow up on delegated tasks due in 1 week
    ☐ Check progress of delegated tasks ☐ Provide feedback and guidance where necessary

Not Urgent, Not Important

  • Update client database due in 1 month
    ☐ Update client contact information ☐ Update client engagement history
  • Evaluate team performance due in 2 months
    ☐ Review team's handling of client engagements ☐ Provide feedback and training where necessary