Client Request Prioritization Template

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Enhance your client service operations by prioritizing and managing client requests effectively. This template guides you through reviewing, categorizing, and addressing urgent and important client requests, ensuring a quick and satisfactory resolution.

By following these steps, you can improve your team's efficiency and client satisfaction, ultimately boosting the overall service quality in your professional services firm.

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Client Request Prioritization for Priority Matrix

Client Request Prioritization in Priority Matrix

Prioritize and manage client requests to ensure quick resolution and high client satisfaction.

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Proposed Tasks

Urgent and Important

  • Task 7: Monitor Request Resolution - Ongoing
    ☐ Subtask1: Monitor the progress of request resolution. ☐ Subtask2: Provide assistance to team members if required.
  • Task 8: Collect Client Feedback - Ongoing
    ☐ Subtask1: Collect client feedback on request resolution. ☐ Subtask2: Use feedback to improve request handling process.
  • Task 9: Update Priority Matrix - Weekly
    ☐ Subtask1: Update Priority Matrix based on new client requests. ☐ Subtask2: Re-prioritize tasks as needed.
  • Task 1: Review Client Requests - Due in 1 day
    ☐ Subtask1: Review all client requests received through various channels. ☐ Subtask2: Note down the urgency and importance of each request.
  • Task 2: Categorize Requests - Due in 2 days
    ☐ Subtask1: Categorize client requests into Q1, Q2, Q3, Q4 based on urgency and importance. ☐ Subtask2: Document the categorization for future reference.
  • Task 3: Prioritize Q1 Requests - Due in 3 days
    ☐ Subtask1: Prioritize requests in Q1 based on urgency and importance. ☐ Subtask2: Assign Q1 requests to team members.

Important but Not Urgent

  • Task 10: Team Meeting - Weekly
    ☐ Subtask1: Hold team meeting to discuss progress on client requests. ☐ Subtask2: Discuss any issues or challenges faced by the team.
  • Task 4: Prioritize Q2 Requests - Due in 4 days
    ☐ Subtask1: Prioritize requests in Q2 based on importance. ☐ Subtask2: Assign Q2 requests to team members.

Urgent but Not Important

  • Task 5: Prioritize Q3 Requests - Due in 5 days
    ☐ Subtask1: Prioritize requests in Q3 based on urgency. ☐ Subtask2: Assign Q3 requests to team members.

Neither Urgent Nor Important

  • Task 6: Prioritize Q4 Requests - Due in 6 days
    ☐ Subtask1: Prioritize requests in Q4. ☐ Subtask2: Assign Q4 requests to team members.