Client Meetings and Shoots Management Template

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Ensure seamless organization and management of client meetings and photography sessions with this comprehensive template. Using Priority Matrix, this template helps sales support specialists schedule and manage meetings, prepare for shoots, and maintain strong client relationships.

From scheduling client meetings to preparing for shoots and following up post-meeting, this template provides a structured approach to keep track of all important tasks and ensure successful photography sessions.

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Client Meetings and Shoots Management for Priority Matrix

Client Meetings and Shoots Management in Priority Matrix

Organize and manage client meetings and photography sessions efficiently using Priority Matrix.

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Proposed Tasks

Critical & Immediate

  • Task 1: Schedule Client Meeting (due in 1 day)
    ☐ Identify client's availability ☐ Set meeting agenda ☐ Prepare necessary materials
  • Task 2: Prepare for upcoming shoot (due in 3 days)
    ☐ Confirm location ☐ Check equipment ☐ Plan shot list

Critical & Not Immediate

  • Task 3: Follow up with client post-meeting (due in 5 days)
    ☐ Send meeting notes ☐ Discuss next steps
  • Task 4: Edit and deliver photos (due in 1 week)
    ☐ Edit photos ☐ Prepare delivery package ☐ Send to client

Not Critical & Immediate

  • Task 5: Plan for next client meeting (due in 2 weeks)
    ☐ Set meeting date ☐ Prepare agenda
  • Task 8: Conduct client satisfaction survey (due in 6 weeks)
    ☐ Prepare survey ☐ Send to client ☐ Analyze responses

Not Critical & Not Immediate

  • Task 6: Update client management system (due in 3 weeks)
    ☐ Update client information ☐ Log meeting and shoot details
  • Task 7: Review and update equipment inventory (due in 1 month)
    ☐ Check equipment status ☐ Update inventory
  • Task 9: Develop new photography packages (due in 2 months)
    ☐ Research market trends ☐ Design new packages
  • Task 10: Attend photography workshop (due in 3 months)
    ☐ Identify relevant workshops ☐ Register and attend