Client Interaction Tracking & Prioritization Template

Client Interaction Tracking & Prioritization in Priority Matrix

Prioritize and manage client interactions effectively to ensure high-value clients receive prompt and attentive service.

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Proposed Tasks

Low Impact, Not Urgent

• Task 1: Install Client Relationship Management Software due in 1 week
  ☐ Research best CRM software for financial services ☐ Install chosen CRM software ☐ Train team on how to use software
• Task 2: Import Client Data due in 2 weeks
  ☐ Export existing client data from old system ☐ Import client data into new CRM software
• Task 3: Prioritize High-Value Clients due in 3 weeks
  ☐ Identify high-value clients ☐ Assign high priority to these clients in CRM
• Task 4: Schedule Regular Check-Ins for High-Value Clients due in 1 month
  ☐ Identify suitable check-in frequency ☐ Schedule check-ins in CRM
• Task 5: Develop Standard Operating Procedure for Client Interaction due in 5 weeks
  ☐ Outline steps for standard client interaction ☐ Share SOP with team and gather feedback ☐ Finalize and implement SOP
• Task 6: Train Team on Eisenhower Method due in 6 weeks
  ☐ Develop training materials on Eisenhower method ☐ Conduct training session with team
• Task 7: Implement Regular Client Satisfaction Surveys due in 2 months
  ☐ Develop client satisfaction survey ☐ Implement survey distribution after client interactions
• Task 8: Analyze Client Interaction Data due in 10 weeks
  ☐ Collect client interaction data from CRM ☐ Analyze data for patterns and insights
• Task 9: Refine Client Prioritization Process due in 3 months
  ☐ Review effectiveness of client prioritization process ☐ Make adjustments as necessary based on data and feedback
• Task 10: Develop Client Retention Strategies due in 14 weeks
  ☐ Identify key factors for client retention ☐ Develop strategies to improve client retention
• Task 11: Implement Client Retention Strategies due in 4 months
  ☐ Implement developed client retention strategies ☐ Monitor effectiveness of strategies
• Task 12: Review Client Satisfaction Survey Results due in 18 weeks
  ☐ Collect and analyze client satisfaction survey results ☐ Implement improvements based on feedback
• Task 13: Refine Client Interaction SOP due in 5 months
  ☐ Review effectiveness of client interaction SOP ☐ Make adjustments as necessary based on feedback
• Task 14: Conduct Team Feedback Session on Client Prioritization due in 22 weeks
  ☐ Conduct feedback session with team ☐ Implement suggestions for improving client prioritization
• Task 15: Develop Client Acquisition Strategies due in 6 months
  ☐ Identify key factors for client acquisition ☐ Develop strategies to improve client acquisition
• Task 16: Implement Client Acquisition Strategies due in 28 weeks
  ☐ Implement developed client acquisition strategies ☐ Monitor effectiveness of strategies
• Task 17: Review Client Acquisition and Retention Data due in 7 months
  ☐ Collect and analyze client acquisition and retention data ☐ Implement improvements based on data
• Task 18: Refine Client Acquisition and Retention Strategies due in 32 weeks
  ☐ Review effectiveness of client acquisition and retention strategies ☐ Make adjustments as necessary based on data and feedback
• Task 19: Develop Client Value Assessment Method due in 8 months
  ☐ Develop method for assessing client value ☐ Implement method in CRM system
• Task 20: Implement Client Value Assessment Method due in 36 weeks
  ☐ Implement client value assessment method ☐ Train team on using the method