Client Meeting and Task Management Template

Client Meeting and Task Management in Priority Matrix

Efficiently manage and track client meetings to ensure no appointment is missed.

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Proposed Tasks

Urgent and Important

• Ensure Client Privacy
  ☐ Ensure software is secure ☐ Ensure team is following privacy protocols
• Follow Up on Client Meetings
  ☐ Send summary of meeting to client ☐ Input any new tasks into software
• Manage Client Meeting Tasks
  ☐ Review tasks after each meeting ☐ Assign tasks to team ☐ Track task completion
• Monitor Task Completion
  ☐ Regularly review task progress ☐ Follow up on overdue tasks
• Prepare for Client Meetings
  ☐ Review client files ☐ Review meeting agenda
• Schedule New Client Meetings
  ☐ Contact Clients ☐ Agree on meeting times ☐ Add meetings to software
• Set Up Client Management Software
  ☐ Research best software options ☐ Install chosen software ☐ Learn how to use software

Important but not Urgent

• Create Client Meeting Agendas
  ☐ Determine topics to discuss ☐ Create agenda for each meeting
• Improve Client Meeting Efficiency
  ☐ Identify areas for improvement ☐ Implement changes
• Input Existing Client Meetings
  ☐ Gather all existing client meeting information ☐ Input into software
• Review Client Meeting Schedules
  ☐ Regularly review upcoming meetings ☐ Reschedule as necessary
• Train Team on Client Management Software
  ☐ Schedule training sessions ☐ Conduct training sessions

Urgent but not Important

• Back Up Client Meeting Data
  ☐ Schedule regular data backups ☐ Ensure backups are successful
• Maintain Client Records
  ☐ Regularly update client information ☐ Ensure records are accurate
• Provide Client Meeting Reports
  ☐ Create regular reports on client meetings ☐ Share reports with team
• Review Client Meeting Feedback
  ☐ Ask clients for feedback after meetings ☐ Input feedback into software

Neither Urgent nor Important

• Conduct Client Satisfaction Surveys
  ☐ Create satisfaction survey ☐ Send surveys to clients ☐ Review survey results
• Obtain Client Referrals
  ☐ Ask satisfied clients for referrals ☐ Add referrals to potential client list
• Regularly Update Client Management Software
  ☐ Check for software updates ☐ Install updates as necessary
• Review Client Management Software Performance
  ☐ Identify any software issues ☐ Contact software support as necessary