Client Relationship Management Template

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Maintain strong client relationships in the real estate industry with this comprehensive template. It includes tasks for scheduling check-ins, preparing for meetings, following up on queries, and more, ensuring all client interactions are timely and effective.

By using this template, Capital Markets Associates can streamline their client communication efforts, leading to better client retention and satisfaction.

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Client Relationship Management for Priority Matrix

Client Relationship Management in Priority Matrix

Manage client relationships effectively in the real estate sector with structured communication and follow-up tasks.

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Proposed Tasks

Urgent and Important

  • Task 1: Schedule weekly client check-in calls
    ☐ Identify key clients ☐ Set up recurring calendar invites
  • Task 2: Prepare for upcoming client meeting
    ☐ Review client's portfolio ☐ Prepare agenda ☐ Set meeting objectives
  • Task 3: Follow up on client queries
    ☐ Review client's query ☐ Prepare response

Important, Not Urgent

  • Task 4: Update client records
    ☐ Update contact information ☐ Record recent interactions
  • Task 5: Plan client appreciation event
    ☐ Decide on event type ☐ Prepare guest list ☐ Book venue

Urgent, Not Important

  • Task 6: Send quarterly portfolio reports to clients
    ☐ Prepare reports ☐ Send reports
  • Task 7: Collect client feedback
    ☐ Prepare feedback form ☐ Send form to clients ☐ Analyze feedback

Not Urgent, Not Important

  • Task 10: Attend professional development seminar
    ☐ Identify relevant seminars ☐ Register for seminar
  • Task 8: Attend networking event
    ☐ Prepare business cards ☐ Follow up with new contacts
  • Task 9: Review and update client communication strategy
    ☐ Analyze effectiveness of current strategy ☐ Make necessary changes