Client Meetings Prioritization Template

More corporate-coaching templates

Use the Quadrants method to prioritize your client meetings effectively. This template helps managing partners in the corporate coaching industry focus on the most important and urgent tasks first, ensuring efficient use of time and resources. By employing a Priority Matrix, you can streamline your client interactions and enhance productivity.

This template includes tasks for various client meetings and other essential activities, allowing you to manage your schedule with ease and clarity.

Get this template on priority matrix

Client Meetings Prioritization for Priority Matrix

Client Meetings Prioritization in Priority Matrix

Efficiently prioritize urgent client meetings to make the best use of your time and resources.

You can start using Client Meetings Prioritization or other Corporate-Coaching 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

  • Client A Meeting - Due in 1 day
    ☐ Review Client A's file ☐ Prepare coaching materials ☐ Conduct meeting
  • Client B Meeting - Due in 3 days
    ☐ Review Client B's file ☐ Prepare coaching materials ☐ Conduct meeting

Important, Not Urgent

  • Client C Meeting - Due in 1 week
    ☐ Review Client C's file ☐ Prepare coaching materials ☐ Conduct meeting
  • Client D Meeting - Due in 2 weeks
    ☐ Review Client D's file ☐ Prepare coaching materials ☐ Conduct meeting
  • Client E Meeting - Due in 1 month
    ☐ Review Client E's file ☐ Prepare coaching materials ☐ Conduct meeting

Urgent, Not Important

  • Network Event - Due in 3 weeks
    ☐ Prepare business cards ☐ Practice elevator pitch
  • Industry Conference - Due in 3 months
    ☐ Register for conference ☐ Plan travel and lodging

Neither Urgent Nor Important

  • Client F Meeting - Due in 6 weeks
    ☐ Review Client F's file ☐ Prepare coaching materials ☐ Conduct meeting
  • Client G Meeting - Due in 2 months
    ☐ Review Client G's file ☐ Prepare coaching materials ☐ Conduct meeting
  • Client H Meeting - Due in 4 months
    ☐ Review Client H's file ☐ Prepare coaching materials ☐ Conduct meeting