Client Engagement Prioritization Template

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Ensure your high-value clients receive the attention they deserve with our Client Engagement Prioritization template. This tool uses a priority matrix to help you schedule and manage client meetings, calls, and follow-ups based on urgency and importance.

By prioritizing your client engagements, you can improve client satisfaction and loyalty, which are crucial in the private aviation industry. Use this template to streamline your client interaction process and enhance overall client relationships.

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Client Engagement Prioritization for Priority Matrix

Client Engagement Prioritization in Priority Matrix

Prioritize client engagements to enhance satisfaction and loyalty in the private aviation industry.

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Proposed Tasks

Urgent and Important

  • Meeting with High-Value Client A due in 1 day
    ☐ Prepare for the meeting ☐ Conduct the meeting ☐ Follow-up after the meeting
  • Call with Potential Client B due in 2 days
    ☐ Research about the client ☐ Make the call
  • Follow-up with High-Value Client I due in 10 weeks
    ☐ Prepare for the follow-up ☐ Conduct the follow-up
  • Meeting with Potential Client J due in 3 months
    ☐ Prepare for the meeting ☐ Conduct the meeting ☐ Follow-up after the meeting
  • Call with High-Value Client N due in 5 months
    ☐ Prepare for the call ☐ Make the call
  • Meeting with Potential Client S due in 28 weeks
    ☐ Prepare for the meeting ☐ Conduct the meeting ☐ Follow-up after the meeting
  • Call with High-Value Client T due in 8 months
    ☐ Prepare for the call ☐ Make the call

Important, Not Urgent

  • Follow-up with Client C due in 1 week
    ☐ Prepare for the follow-up ☐ Conduct the follow-up
  • Meeting with Regular Client D due in 2 weeks
    ☐ Prepare for the meeting ☐ Conduct the meeting ☐ Follow-up after the meeting
  • Meeting with Long-Term Client M due in 16 weeks
    ☐ Prepare for the meeting ☐ Conduct the meeting ☐ Follow-up after the meeting
  • Follow-up with Potential Client O due in 20 weeks
    ☐ Prepare for the follow-up ☐ Conduct the follow-up
  • Call with Long-Term Client Q due in 24 weeks
    ☐ Prepare for the call ☐ Make the call

Urgent, Not Important

  • Call with Long-Term Client E due in 3 weeks
    ☐ Prepare for the call ☐ Make the call
  • Follow-up with Potential Client F due in 1 month
    ☐ Prepare for the follow-up ☐ Conduct the follow-up
  • Follow-up with Regular Client L due in 4 months
    ☐ Prepare for the follow-up ☐ Conduct the follow-up
  • Meeting with Regular Client P due in 6 months
    ☐ Prepare for the meeting ☐ Conduct the meeting ☐ Follow-up after the meeting

Neither Urgent nor Important

  • Meeting with Low-Value Client G due in 6 weeks
    ☐ Prepare for the meeting ☐ Conduct the meeting ☐ Follow-up after the meeting
  • Call with Regular Client H due in 2 months
    ☐ Prepare for the call ☐ Make the call
  • Call with Low-Value Client K due in 12 weeks
    ☐ Prepare for the call ☐ Make the call
  • Follow-up with Low-Value Client R due in 7 months
    ☐ Prepare for the follow-up ☐ Conduct the follow-up