Client Relations Management Template

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Maintain strong client relationships with this comprehensive Client Relations Management template. Designed specifically for Area Managers in the lighting and electrical products industry, this template helps you prioritize and manage tasks related to client meetings, follow-ups, and feedback analysis.

Ensure excellent customer service by leveraging tools like Priority Matrix to streamline your client relations processes, from meeting preparation to client satisfaction surveys.

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Client Relations Management for Priority Matrix

Client Relations Management in Priority Matrix

Manage client relations effectively with prioritized tasks for meetings, follow-ups, and feedback.

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Proposed Tasks

Critical & Immediate

  • Client Meeting Preparation due in 1 day
    ☐ Review client's purchase history ☐ Prepare new product presentations ☐ Outline meeting objectives
  • Client Meeting Follow-up due in 2 days
    ☐ Send meeting summary email ☐ Enter meeting notes into CRM ☐ Set reminder for next follow-up
  • Quarterly Business Review due in 3 weeks
    ☐ Prepare review materials ☐ Conduct review meeting ☐ Implement review outcomes

Critical but not Immediate

  • Client Feedback Analysis due in 1 week
    ☐ Collect client feedback ☐ Analyze feedback ☐ Implement changes
  • Client Relationship Management Training due in 2 weeks
    ☐ Identify training needs ☐ Prepare training materials ☐ Conduct training
  • Client Account Audit due in 1 month
    ☐ Review client account ☐ Identify areas of improvement ☐ Implement changes

Not Critical but Immediate

  • Monthly Client Newsletter due in 3 days
    ☐ Prepare newsletter content ☐ Design newsletter ☐ Send out newsletter
  • Annual Client Satisfaction Survey due in 1 month
    ☐ Prepare survey ☐ Distribute survey ☐ Analyze survey results

Not Critical & Not Immediate

  • Client Appreciation Event Planning due in 2 months
    ☐ Choose event date and location ☐ Prepare event agenda ☐ Send out invitations
  • Client Retention Strategy Review due in 2 months
    ☐ Review current strategy ☐ Identify areas of improvement ☐ Implement changes