Client Relationship Management Project Template

More staffing templates

Maintain and enhance your client relationships with this comprehensive template designed for the staffing and recruiting industry. Using the Priority Matrix system, this template helps you manage essential tasks such as client check-ins, database updates, satisfaction surveys, event planning, and more.

By following the tasks and subtasks outlined, you can ensure that client interactions are organized, timely, and effective, ultimately leading to improved client satisfaction and retention.

Get this template on priority matrix

Client Relationship Management Project for Priority Matrix

Client Relationship Management Project in Priority Matrix

Effectively manage client relationships with structured tasks and improve client satisfaction in the staffing industry.

You can start using Client Relationship Management Project or other Staffing 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

Less Important & Not Urgent

  • Task 1 due in 1 day: Regular Client Check-ins
    ☐ Subtask1 Schedule regular calls ☐ Subtask2 Prepare agenda for each call ☐ Subtask3 Follow up with email summary
  • Task 2 due in 1 week: Update Client Database
    ☐ Subtask1 Review current client details ☐ Subtask2 Update any changes in contact or company details ☐ Subtask3 Add new clients to the database
  • Task 3 due in 2 weeks: Client Satisfaction Survey
    ☐ Subtask1 Develop survey ☐ Subtask2 Send out to clients ☐ Subtask3 Analyze and report results
  • Task 4 due in 3 weeks: Client Event Planning
    ☐ Subtask1 Decide on event type ☐ Subtask2 Plan logistics ☐ Subtask3 Send out invites to clients
  • Task 5 due in 1 month: Develop Client Retention Strategies
    ☐ Subtask1 Research best practices ☐ Subtask2 Develop tailored strategies ☐ Subtask3 Implement strategies with select clients
  • Task 6 due in 1 month: Client Feedback Review
    ☐ Subtask1 Gather all client feedback ☐ Subtask2 Identify common issues ☐ Subtask3 Develop improvement plans
  • Task 7 due in 5 weeks: Client Contract Renewal Reminders
    ☐ Subtask1 Review upcoming contract renewals ☐ Subtask2 Prepare renewal documents ☐ Subtask3 Send out reminders to clients
  • Task 8 due in 6 weeks: Client Appreciation Gifts
    ☐ Subtask1 Select gift options ☐ Subtask2 Arrange delivery ☐ Subtask3 Send thank you notes
  • Task 10 due in 2 months: Client Onboarding Process Review
    ☐ Subtask1 Review current onboarding process ☐ Subtask2 Identify areas for improvement ☐ Subtask3 Implement changes
  • Task 9 due in 2 months: Client Referral Program
    ☐ Subtask1 Develop referral program details ☐ Subtask2 Announce program to clients ☐ Subtask3 Track referrals and rewards