Client Request Management Template

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Ensure no client request is missed or delayed with our Client Request Management template. By converting emails into tasks and systematically tracking their progress, you can maintain high client satisfaction and build stronger client relationships.

This template guides you through setting up an organized and efficient system for managing client requests, from filtering emails to following up with clients, ensuring timely and professional responses every step of the way.

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Client Request Management for Priority Matrix

Client Request Management in Priority Matrix

Efficiently manage and track client requests to ensure timely responses and improved client satisfaction.

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Proposed Tasks

Urgent and Important

  • Task 1: Create Email Filter
    Set up a filter in the email system to automatically flag and categorize incoming client requests. This will ensure that no request is missed. ☐ Subtask1 ☐ Subtask2
  • Task 2: Set Up Priority Matrix
    Establish a Priority Matrix to manage and prioritize client requests. This will ensure that all requests are addressed in a timely manner. ☐ Subtask1 ☐ Subtask2
  • Task 5: Respond to Client Requests
    Ensure all client requests are responded to in a timely and professional manner. This will help maintain good client relationships. ☐ Subtask1 ☐ Subtask2

Important, Not Urgent

  • Task 3: Assign Tasks
    Delegate tasks to team members based on their expertise and workload. This will help ensure that tasks are completed efficiently and effectively. ☐ Subtask1 ☐ Subtask2
  • Task 4: Monitor Progress
    Regularly check the status of tasks to ensure they are progressing as planned. Address any issues or delays promptly. ☐ Subtask1 ☐ Subtask2
  • Task 8: Follow Up with Clients
    Follow up with clients to ensure they are satisfied with the response to their request. This will help maintain good client relationships. ☐ Subtask1 ☐ Subtask2
  • Task 9: Create a Feedback Loop
    Establish a system for clients to provide feedback on the handling of their requests. This will help identify areas for improvement. ☐ Subtask1 ☐ Subtask2

Urgent, Not Important

  • Task 10: Evaluate and Adjust System
    Regularly evaluate the system for managing client requests and make necessary adjustments. This will ensure the system remains effective. ☐ Subtask1 ☐ Subtask2
  • Task 6: Review Completed Tasks
    Review tasks that have been completed to ensure they have been done to a high standard. Provide feedback to team members where necessary. ☐ Subtask1 ☐ Subtask2
  • Task 7: Update Client Records
    Update client records with the details of the completed tasks. This will help keep track of client requests and responses. ☐ Subtask1 ☐ Subtask2