Client Engagement Prioritization Template

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In the fast-paced fintech industry, ensuring key clients receive the attention they need is crucial. The Client Engagement Prioritization template uses a Priority Matrix approach to help managers identify and focus on the most important client tasks while delegating less urgent ones.

This method not only improves efficiency but also enhances client satisfaction by making sure the most valuable clients are always a top priority.

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Client Engagement Prioritization for Priority Matrix

Client Engagement Prioritization in Priority Matrix

Focus on important client tasks and delegate less urgent ones to prioritize valuable clients.

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Proposed Tasks

Urgent and Important

  • Respond to client feedback due in 1 day
    ☐ Review feedback ☐ Prepare response
  • Client meeting for project Y due in 1 day
    ☐ Prepare agenda ☐ Review project progress
  • Client meeting for project X due in 2 days
    ☐ Prepare agenda ☐ Review project progress ☐ Identify potential issues
  • Client onboarding for new client Y due in 1 week
    ☐ Prepare onboarding materials ☐ Schedule introductory meeting
  • Prepare proposal for potential client Z due in 1 week
    ☐ Review client needs ☐ Prepare proposal
  • Conduct client feedback session due in 1 week
    ☐ Schedule session ☐ Prepare questions

Important, Not Urgent

  • Prepare client engagement report due in 1 week
    ☐ Collect and analyze data ☐ Prepare report
  • Review client satisfaction survey results due in 2 weeks
    ☐ Analyze survey data ☐ Prepare report
  • Review and update client engagement process due in 2 weeks
    ☐ Review current process ☐ Identify areas for improvement ☐ Update process
  • Update client engagement strategy due in 3 weeks
    ☐ Review current strategy ☐ Identify areas for improvement ☐ Update strategy
  • Prepare for quarterly review due in 1 month
    ☐ Collect and analyze client data ☐ Prepare presentation
  • Conduct client satisfaction survey due in 1 month
    ☐ Prepare survey ☐ Distribute survey
  • Update client engagement tools due in 1 month
    ☐ Review current tools ☐ Identify new tools ☐ Implement new tools
  • Prepare for annual review due in 3 months
    ☐ Collect and analyze client data ☐ Prepare presentation

Urgent, Not Important

  • Follow up with client X due in 2 days
    ☐ Review previous meeting notes ☐ Prepare follow-up email
  • Follow up with client Z due in 3 days
    ☐ Review previous meeting notes ☐ Prepare follow-up email
  • Update client records due in 3 days
    ☐ Review and update client information
  • Conduct team meeting due in 3 days
    ☐ Prepare agenda ☐ Conduct meeting

Neither Urgent nor Important

  • Attend networking event due in 1 month
    ☐ Register for event ☐ Prepare for networking
  • Attend industry conference due in 2 months
    ☐ Register for conference ☐ Prepare for networking