Client Management and Deliverable Tracking Template

Client Management and Deliverable Tracking in Priority Matrix

Track client interactions and deliverables to ensure satisfaction and maintain strong relationships.

You can start using Client Management and Deliverable Tracking or other Marketing 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

Immediate Client Interactions

• Review Client Feedback (due after each client interaction)
  ☐ Receive client feedback ☐ Review and analyze feedback ☐ Update project plan if necessary
• Update CRM with Client Interaction (due daily)
  ☐ Document client interaction ☐ Update CRM
• Client Meeting - Project Kick-off (due in 1 week)
  ☐ Prepare meeting agenda ☐ Share agenda with client ☐ Conduct meeting ☐ Document and share meeting minutes
• Client Meeting - Project Update (due in 6 weeks)
  ☐ Prepare meeting agenda ☐ Share agenda with client ☐ Conduct meeting ☐ Document and share meeting minutes
• Client Meeting - Project Update (due in 10 weeks)
  ☐ Prepare meeting agenda ☐ Share agenda with client ☐ Conduct meeting ☐ Document and share meeting minutes
• Client Meeting - Project Completion (due in 13 weeks)
  ☐ Prepare meeting agenda ☐ Share agenda with client ☐ Conduct meeting ☐ Document and share meeting minutes
• Send Project Completion Report to Client (due in 15 weeks)
  ☐ Prepare project completion report ☐ Send report to client
• Conduct Client Satisfaction Survey (due in 16 weeks)
  ☐ Prepare client satisfaction survey ☐ Send survey to client ☐ Analyze survey results

Long Term Projects & Deliverables

• Develop Project Plan (due in 2 weeks)
  ☐ Gather requirements ☐ Create project timeline ☐ Identify key deliverables ☐ Share and get approval on project plan
• Complete Project Deliverable 1 (due in 4 weeks)
  ☐ Define deliverable scope ☐ Assign tasks to team ☐ Monitor progress ☐ Review and approve deliverable ☐ Deliver to client
• Complete Project Deliverable 2 (due in 8 weeks)
  ☐ Define deliverable scope ☐ Assign tasks to team ☐ Monitor progress ☐ Review and approve deliverable ☐ Deliver to client
• Complete Project Deliverable 3 (due in 12 weeks)
  ☐ Define deliverable scope ☐ Assign tasks to team ☐ Monitor progress ☐ Review and approve deliverable ☐ Deliver to client
• Prepare for Next Client Project (due in 19 weeks)
  ☐ Identify next client project ☐ Prepare for project kick-off

Internal Tasks & Meetings

• Internal Team Meeting - Project Kick-off (due in 1 week)
  ☐ Prepare meeting agenda ☐ Share agenda with team ☐ Conduct meeting ☐ Document and share meeting minutes
• Internal Team Meeting - Project Update (due in 11 weeks)
  ☐ Prepare meeting agenda ☐ Share agenda with team ☐ Conduct meeting ☐ Document and share meeting minutes
• Conduct Project Review (due in 14 weeks)
  ☐ Review project performance ☐ Identify lessons learned ☐ Update project management best practices
• Internal Team Meeting - Project Review (due in 18 weeks)
  ☐ Prepare meeting agenda ☐ Share agenda with team ☐ Conduct meeting ☐ Document and share meeting minutes

Low Priority / Maintenance Tasks

• Update Project Documentation (due weekly)
  ☐ Document project progress ☐ Update project documentation
• Update CRM with Project Completion (due in 14 weeks)
  ☐ Document project completion ☐ Update CRM
• Update Project Documentation (due in 17 weeks)
  ☐ Document project completion ☐ Update project documentation