Client Relationship Management Project Template

More businessservices templates

Enhance your client relationships and ensure top-notch client service with this comprehensive Client Relationship Management template. This template helps you organize and prioritize tasks related to client meetings, communications, and relationship building.

By using this template, financial services executives can efficiently manage client-related tasks, maintain strong client relationships, and deliver exceptional service.

Get this template on priority matrix

Client Relationship Management Project for Priority Matrix

Client Relationship Management Project in Priority Matrix

Manage and prioritize client meetings, communications, and relationship building for better client service.

You can start using Client Relationship Management Project or other Businessservices 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

High Impact, Immediate Attention

  • Client Meeting Preparation due in 1 day
    ☐ Review client account ☐ Prepare meeting materials ☐ Confirm meeting details
  • Client Communication due in 2 days
    ☐ Send account updates ☐ Address any client queries
  • Client Data Update due in 2 days
    ☐ Review client data ☐ Update client data
  • Client Referral Request due in 2 days
    ☐ Prepare referral request ☐ Send referral request
  • Client Problem Resolution due in 3 days
    ☐ Identify problem ☐ Propose solution ☐ Communicate with client
  • Follow Up on Client Meeting due in 3 days
    ☐ Send meeting summary ☐ Address any action items

High Impact, Scheduled

  • Client Account Review due in 1 week
    ☐ Review client portfolio ☐ Identify any issues ☐ Prepare report
  • Client Onboarding due in 1 week
    ☐ Prepare onboarding materials ☐ Schedule onboarding meeting
  • Client Portfolio Adjustment due in 1 week
    ☐ Review client portfolio ☐ Adjust portfolio as necessary
  • Client Offboarding due in 2 weeks
    ☐ Prepare offboarding documents ☐ Schedule offboarding meeting
  • Client Financial Planning Session due in 2 weeks
    ☐ Prepare financial plan ☐ Schedule planning session
  • Client Compliance Check due in 2 weeks
    ☐ Check client compliance ☐ Prepare compliance report
  • Relationship Building Activity due in 1 month
    ☐ Plan client appreciation event ☐ Send out invitations
  • Client Relationship Review due in 1 month
    ☐ Review relationship status ☐ Identify improvement areas
  • Client Risk Assessment due in 1 month
    ☐ Perform risk analysis ☐ Prepare risk report
  • Client Contract Renewal due in 1 month
    ☐ Review client contract ☐ Prepare contract renewal

Low Impact, Immediate Attention

  • Client Satisfaction Survey due in 1 week
    ☐ Prepare survey ☐ Send out survey
  • Client Investment Update due in 1 week
    ☐ Review client investments ☐ Send investment updates
  • Client Feedback Session due in 1 week
    ☐ Schedule feedback session ☐ Prepare feedback questions

Low Impact, Scheduled

  • Client Service Level Agreement Review due in 1 month
    ☐ Review client SLA ☐ Update SLA as necessary