Client Engagement Prioritization Template

Client Engagement Prioritization in Priority Matrix

Prioritize client engagements using the Eisenhower method for stronger relationships and higher sales.

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Proposed Tasks

Urgent and Important

• Task 1: Prioritize Client Meetings
  ☐ Review upcoming client meetings ☐ Classify meetings based on urgency and importance ☐ Schedule meetings accordingly
• Task 2: Follow-up with key clients
  ☐ Identify key clients ☐ Prepare personalized follow-up messages ☐ Send follow-up messages
• Task 8: Respond to client queries
  ☐ Check for any client queries ☐ Prepare responses ☐ Send responses
• Task 9: Prepare for client presentation
  ☐ Review client needs ☐ Prepare presentation ☐ Practice presentation

Important, Not Urgent

• Task 10: Update sales report
  ☐ Collect sales data ☐ Analyze sales data ☐ Update sales report
• Task 3: Update CRM
  ☐ Check for any missed follow-ups ☐ Update client records ☐ Check for any upcoming client anniversaries or important dates
• Task 7: Research potential clients
  ☐ Identify potential clients ☐ Research their needs ☐ Prepare proposal
• Task 6: Plan for next week's tasks
  ☐ Review upcoming tasks ☐ Classify tasks based on urgency and importance ☐ Schedule tasks accordingly

Urgent, Not Important

• Task 4: Check for any missed client communication
  ☐ Check emails ☐ Check voicemails ☐ Respond accordingly

Not Urgent, Not Important

• Task 5: Organize client files
  ☐ Sort client files ☐ Dispose of outdated files ☐ Update necessary files