Client Relationship Management and Prioritization Template

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Ensure your client meetings, contract negotiations, and follow-ups are effectively prioritized with this comprehensive template. Designed for Senior Commercial Managers in the steel manufacturing industry, this project template will help you stay on top of crucial client interactions and maintain strong relationships.

Utilize this template to organize tasks, set reminders, and streamline your workflow, ensuring that client communication and relationship management are always a top priority.

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Client Relationship Management and Prioritization for Priority Matrix

Client Relationship Management and Prioritization in Priority Matrix

Prioritize and manage client interactions to strengthen relationships in the steel industry.

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Proposed Tasks

Critical and Immediate

  • Client Follow-up due in 3 days
    ☐ Send follow-up email ☐ Set reminder for follow-up call
  • New Client Onboarding due in 1 week
    ☐ Prepare welcome package ☐ Set onboarding meeting
  • Client Feedback due in 1 week
    ☐ Collect feedback ☐ Analyze feedback
  • Client Billing due in 1 week
    ☐ Prepare client invoices ☐ Send out invoices
  • Client Meeting Preparation due in 1 week
    ☐ Research recent industry trends ☐ Prepare presentation ☐ Rehearse pitch
  • Contract Negotiation due in 2 weeks
    ☐ Review client's contract requirements ☐ Prepare negotiation strategy ☐ Set negotiation meeting
  • Client Strategy Meeting due in 2 weeks
    ☐ Prepare meeting agenda ☐ Schedule meeting

Important but Not Urgent

  • Client Prospect Research due in 3 weeks
    ☐ Identify potential clients ☐ Develop outreach strategy
  • Client Relationship Analysis due in 1 month
    ☐ Analyze client feedback ☐ Identify areas for improvement
  • Quarterly Client Report due in 1 month
    ☐ Collect client data ☐ Prepare report
  • Contract Renewal due in 3 months
    ☐ Review current contract ☐ Prepare renewal proposal
  • Client Retention Strategy due in 3 months
    ☐ Develop retention strategy ☐ Implement strategy
  • Annual Client Review due in 5 months
    ☐ Prepare review material ☐ Schedule review meeting

Less Important but Immediate

  • Monthly Client Newsletter due in 3 days
    ☐ Prepare content ☐ Distribute newsletter
  • Client Satisfaction Survey due in 2 weeks
    ☐ Design survey ☐ Distribute survey ☐ Analyze survey results
  • Client Service Improvement due in 1 month
    ☐ Identify service improvement areas ☐ Implement changes
  • Industry Conference in 2 months
    ☐ Preparation for conference ☐ Networking at event

Less Important and Not Urgent

  • Client Database Update due in 1 month
    ☐ Review client information ☐ Update database
  • Client Communication Training due in 2 months
    ☐ Organize training ☐ Conduct training
  • Client Appreciation Event in 4 months
    ☐ Plan event ☐ Send invitations