Client Inquiry Management Template

More commercial-real-estate templates

Efficiently manage and respond to client inquiries with the Client Inquiry Management template. This template helps office managers in commercial real estate use Priority Matrix to categorize, prioritize, and respond to client inquiries based on urgency and importance.

By following the step-by-step tasks outlined in this template, you can ensure that every client receives a timely response, improve your team's efficiency, and enhance client satisfaction.

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Client Inquiry Management for Priority Matrix

Client Inquiry Management in Priority Matrix

Effectively manage and prioritize client inquiries to ensure timely responses.

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Proposed Tasks

High Urgency, High Importance

  • Task 1: Set up Priority Matrix
    ☐ Download and install Priority Matrix ☐ Understand its features and functions
  • Task 10: Conduct team training
    ☐ Train team members on using Priority Matrix ☐ Ensure everyone understands the inquiry management process
  • Task 2: Categorize client inquiries
    ☐ Go through all client inquiries ☐ Categorize them based on urgency and importance
  • Task 3: Prioritize High Urgency, High Importance inquiries
    ☐ Identify inquiries that require immediate attention and are important ☐ Respond to them promptly
  • Task 7: Review Priority Matrix regularly
    ☐ Review and update Priority Matrix on a daily basis ☐ Move tasks between quadrants as needed

Low Urgency, High Importance

  • Task 4: Schedule time for Low Urgency, High Importance inquiries
    ☐ Identify inquiries that are important but not urgent ☐ Schedule time to respond to them
  • Task 8: Monitor response times
    ☐ Track response times for each inquiry ☐ Identify areas for improvement
  • Task 9: Gather feedback from clients
    ☐ Send out feedback surveys to clients ☐ Analyze feedback to improve inquiry management process

High Urgency, Low Importance

  • Task 5: Delegate High Urgency, Low Importance inquiries
    ☐ Identify inquiries that are urgent but not important ☐ Delegate them to appropriate team members

Low Urgency, Low Importance

  • Task 6: Set aside time for Low Urgency, Low Importance inquiries
    ☐ Identify inquiries that are neither urgent nor important ☐ Set aside time to address them