Client Relationship Management Template

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In the consulting industry, maintaining strong client relationships is crucial. This template helps you manage client interactions and tasks using Priority Matrix. Stay organized with scheduled check-ins, communication strategies, client satisfaction surveys, and more.

By following this template, Senior Sales Executives can ensure that all client data is up-to-date, feedback is implemented, and client relationships are continuously improved.

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Client Relationship Management for Priority Matrix

Client Relationship Management in Priority Matrix

Manage and strengthen client relationships with structured tasks and consistent communication.

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Proposed Tasks

Urgent & Important

  • Task 1: Organize Client Information - due in 1 week
    ☐ Gather all existing client data ☐ Review and update the data ☐ Input data into Priority Matrix
  • Task 2: Schedule Regular Client Check-Ins - due in 2 weeks
    ☐ Identify key clients ☐ Schedule regular check-ins ☐ Prepare agenda for each check-in
  • Task 9: Plan Client Appreciation Event - due in 4 months
    ☐ Identify date and location ☐ Plan event details ☐ Send invitations to clients

Important, Not Urgent

  • Task 3: Develop Client Communication Strategy - due in 3 weeks
    ☐ Identify preferred method of communication for each client ☐ Develop communication strategy ☐ Implement communication strategy
  • Task 4: Create Client Satisfaction Survey - due in 1 month
    ☐ Identify key satisfaction metrics ☐ Create survey ☐ Distribute survey to clients
  • Task 10: Evaluate Client Relationship Management Success - due in 5 months
    ☐ Review all client interactions and tasks ☐ Identify successes and areas for improvement ☐ Make necessary changes to improve client relationship management

Urgent, Not Important

  • Task 5: Analyze Client Interaction Data - due in 6 weeks
    ☐ Collect data on client interactions ☐ Analyze data ☐ Identify areas for improvement
  • Task 6: Implement Feedback from Client Satisfaction Survey - due in 2 months
    ☐ Review feedback from survey ☐ Identify changes to be made ☐ Implement changes

Not Urgent & Not Important

  • Task 7: Review and Update Client Information - due in 2.5 months
    ☐ Review all client information in Priority Matrix ☐ Update information as needed ☐ Ensure all client data is up-to-date
  • Task 8: Prepare Quarterly Client Reports - due in 3 months
    ☐ Collect all necessary data ☐ Prepare reports ☐ Distribute reports to clients