Client & Partner Interaction Tracker Template

Client & Partner Interaction Tracker in Priority Matrix

Track and manage interactions with healthcare clients and partners to ensure effective communication and strong relationships.

You can start using Client & Partner Interaction Tracker or other Business-Development Project Templates with Priority Matrix in just a few steps:

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2. Start adding your items to the matrix
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Proposed Tasks

Urgent & Important

• Task 1: Establish a Client Database - due in 2 days
  ☐ Identify all current clients ☐ Create a database to record their contact details and relevant information
• Task 2: Identify Potential Partners - due in 1 week
  ☐ Research potential partners in the healthcare industry ☐ Record contact details and initial approach strategy
• Task 5: Schedule Initial Contact with Potential Partners - due in 6 weeks
  ☐ Schedule meetings or calls with potential partners ☐ Prepare agenda for each meeting/call
• Task 6: Check-in with Existing Clients - due in 2 months
  ☐ Schedule check-in calls/meetings with existing clients ☐ Prepare updates for each client
• Task 7: Follow-up with Potential Partners - due in 10 weeks
  ☐ Follow-up with potential partners after initial contact ☐ Record outcomes of each follow-up
• Task 11: Evaluate Potential Partner Relationships - due in 6 months
  ☐ Evaluate the potential for partnerships based on initial interactions ☐ Decide on next steps for each potential partner
• Task 14: Review Partner Relationships - due in 9 months
  ☐ Review all partner relationships ☐ Identify areas for improvement
• Task 16: Conduct Year-End Client Reviews - due in 11 months
  ☐ Conduct year-end reviews with each client ☐ Identify areas for improvement
• Task 17: Conduct Year-End Partner Reviews - due in 12 months
  ☐ Conduct year-end reviews with each partner ☐ Identify areas for improvement

Important, Not Urgent

• Task 19: Review Project Success - due in 14 months
  ☐ Review the success of the project ☐ Identify areas for improvement for next year
• Task 20: Plan for Next Year's Project - due in 15 months
  ☐ Plan for next year's client and partner interaction project ☐ Identify improvements based on this year's project
• Task 3: Develop a Communication Strategy - due in 2 weeks
  ☐ Identify key messages for clients and partners ☐ Develop a schedule for regular communication
• Task 4: Implement a CRM System - due in 1 month
  ☐ Research suitable CRM systems ☐ Implement chosen system and import client and partner data
• Task 8: Review Communication Strategy - due in 3 months
  ☐ Review effectiveness of communication strategy ☐ Make necessary adjustments
• Task 10: Conduct Client Feedback Surveys - due in 5 months
  ☐ Develop a client feedback survey ☐ Distribute survey to clients and analyze results
• Task 12: Conduct Partner Feedback Surveys - due in 7 months
  ☐ Develop a partner feedback survey ☐ Distribute survey to partners and analyze results
• Task 15: Plan for Next Year's Communication Strategy - due in 10 months
  ☐ Review the current year's communication strategy ☐ Plan for improvements in the next year

Urgent, Not Important

• Task 18: Update CRM System - due in 13 months
  ☐ Update CRM system with year-end review information ☐ Ensure all communication is recorded
• Task 9: Update CRM System - due in 4 months
  ☐ Update CRM system with new client and partner information ☐ Ensure all communication is recorded
• Task 13: Update Client Database - due in 8 months
  ☐ Update client database with new information and contacts ☐ Ensure all communication is recorded