Client Meeting Prioritization Template

More operations templates

Enhance your front desk operations by efficiently organizing and prioritizing client meetings and consultations. This template helps you manage your schedule by categorizing meetings based on urgency and importance, ensuring optimal client service.

Utilize this template to review your daily client list, assign time slots, prepare meeting rooms and materials, confirm meetings, and follow up effectively. Streamline your operations and provide superior service to your clients.

Get this template on priority matrix

Client Meeting Prioritization for Priority Matrix

Client Meeting Prioritization in Priority Matrix

Efficiently prioritize and manage client meetings in the tax consulting industry.

You can start using Client Meeting Prioritization or other Operations 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

Urgent and Important

  • Assign Time Slots
    ☐ Assign time slots based on client's availability ☐ Ensure no overlap between meetings
  • Confirm Meetings
    ☐ Send out confirmation emails to clients ☐ Follow up with clients who have not responded
  • Review Client List for the day
    ☐ Identify all clients scheduled for the day ☐ Check if any urgent requests have come in ☐ Update client list accordingly

Important, Not Urgent

  • Check Equipment
    ☐ Ensure all necessary equipment is working ☐ Arrange for replacements or repairs if needed
  • Follow Up on Meetings
    ☐ Send out follow-up emails to clients ☐ Address any feedback or concerns raised during the meeting
  • Prepare Meeting Materials
    ☐ Print out any necessary documents ☐ Prepare any presentations or slides

Urgent, Not Important

  • Prepare Meeting Rooms
    ☐ Ensure meeting rooms are clean and ready for use ☐ Check if any equipment is needed for the meeting ☐ Arrange for equipment if needed
  • Welcome Clients
    ☐ Greet clients as they arrive ☐ Direct them to the correct meeting room

Not Urgent, Not Important

  • Clean Meeting Rooms
    ☐ Clean meeting rooms after each use ☐ Prepare rooms for the next meeting
  • Compile Meeting Notes
    ☐ Compile notes from each meeting ☐ Send notes to relevant parties