Team Project for Client Relations & Marketing Template

More financial-services templates

Improve your client relations and marketing efforts by enhancing team collaboration with this comprehensive project template. From setting up a project management tool to conducting training sessions and monitoring progress, this template ensures your team stays aligned and operates with unified objectives.

Designed specifically for the financial services industry, this template promotes seamless communication and effective task management, ensuring successful client relations and marketing initiatives.

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Team Project for Client Relations & Marketing for Priority Matrix

Team Project for Client Relations & Marketing in Priority Matrix

Enhance team collaboration for client relations and marketing in financial services.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Set up Project Management Tool (Due in 1 day)
    ☐ Research on suitable tools ☐ Choose one ☐ Set up
  • Task 2: Create Project in Tool (Due in 2 days)
    ☐ Create project ☐ Set up categories
  • Task 3: Invite Team Members to Project (Due in 3 days)
    ☐ Invite team members ☐ Send invite instructions

High Impact, Not Urgent

  • Task 4: Conduct Training Session (Due in 1 week)
    ☐ Prepare training material ☐ Conduct training
  • Task 5: Assign Initial Tasks (Due in 1.5 weeks)
    ☐ Assign tasks ☐ Set deadlines

Low Impact, Urgent

  • Task 7: Conduct Weekly Meetings (Ongoing)
    ☐ Prepare agenda ☐ Conduct meeting
  • Task 6: Monitor Project Progress (Due in 2 weeks)
    ☐ Monitor progress ☐ Provide feedback

Low Impact, Not Urgent

  • Task 10: Prepare Monthly Report (End of every month)
    ☐ Collect data ☐ Prepare report
  • Task 8: Update Project Tasks (Ongoing)
    ☐ Update tasks ☐ Assign new tasks
  • Task 9: Handle Client Queries (Ongoing)
    ☐ Answer client queries ☐ Update relevant tasks