Client Engagement Prioritization and Task Tracking Template

More business-consulting templates

Ensure your clients are always satisfied by efficiently prioritizing engagements and tracking tasks. This template helps you organize client interactions and project timelines, ensuring that every deliverable meets expectations.

Ideal for consulting firms, this template provides a structured approach to managing client engagements, from reviewing contracts to preparing for meetings, and tracking team performance.

Get this template on priority matrix

Client Engagement Prioritization and Task Tracking for Priority Matrix

Client Engagement Prioritization and Task Tracking in Priority Matrix

Prioritize client engagements and track tasks to ensure high client satisfaction and timely project delivery.

You can start using Client Engagement Prioritization and Task Tracking or other Business-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

Critical Engagements

  • Follow up on client feedback due in 2 days
    ☐ Review feedback ☐ Identify areas for improvement ☐ Develop action plan
  • Prepare for client meeting due in 3 days
    ☐ Review meeting agenda ☐ Prepare presentation ☐ Coordinate with team
  • Review client contracts due in 1 week
    ☐ Review contract terms ☐ Identify deliverables ☐ Set timelines for deliverables

Important but not Urgent Engagements

  • Update client engagement tracker due in 1 week
    ☐ Review current engagements ☐ Update status ☐ Identify upcoming deadlines
  • Review team performance due in 2 weeks
    ☐ Review team tasks ☐ Identify areas for improvement ☐ Provide feedback

Maintenance Tasks

  • Conduct internal audit due in 1 month
    ☐ Prepare audit plan ☐ Conduct audit ☐ Prepare audit report
  • Update compliance procedures due in 1 month
    ☐ Review current procedures ☐ Identify areas for update ☐ Implement changes

Low Priority Tasks

  • Plan for quarterly team meeting due in 2 months
    ☐ Prepare agenda ☐ Coordinate with team ☐ Plan logistics
  • Update company policies due in 3 months
    ☐ Review current policies ☐ Identify areas for update ☐ Implement changes
  • Prepare for annual compliance review due in 6 months
    ☐ Prepare compliance report ☐ Review compliance procedures ☐ Coordinate with team