Client Request Prioritization Project Template

More real-estate templates

Efficiently manage and prioritize client requests in the real estate industry with our Client Request Prioritization template. Using the Quadrants method, this template helps you identify and address urgent and important tasks to ensure timely responses and successful deal closures.

Leverage this template to streamline your workflow, improve client satisfaction, and enhance your overall productivity.

Get this template on priority matrix

Client Request Prioritization Project for Priority Matrix

Client Request Prioritization Project in Priority Matrix

Use the Quadrants method to prioritize and respond to client requests promptly in the real estate industry.

You can start using Client Request Prioritization Project or other Real-Estate 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

Urgent and Important

  • Task 1: Respond to client's property inquiry - due in 2 hours
    ☐ Identify suitable properties ☐ Prepare property details ☐ Send response to client
  • Task 8: Send property brochures - due in 3 hours
    ☐ Select appropriate brochures ☐ Prepare mailing envelope ☐ Send brochures
  • Task 6: Arrange property viewing - due in 4 hours
    ☐ Contact client ☐ Coordinate with property owner ☐ Confirm viewing time
  • Task 3: Follow up on property inspection - due in 1 day
    ☐ Contact inspection team ☐ Get inspection report ☐ Send report to client
  • Task 9: Prepare contract for signing - due in 1 day
    ☐ Review contract details ☐ Print contract copies ☐ Arrange for signing

Important, Not Urgent

  • Task 7: Update client database - due in 2 days
    ☐ Review client information ☐ Update contact details ☐ Enter new client data
  • Task 2: Prepare for client meeting - due in 3 days
    ☐ Research client's needs ☐ Prepare meeting agenda ☐ Organize meeting materials
  • Task 4: Update property listings - due in 1 week
    ☐ Review current listings ☐ Update property details ☐ Upload new photos
  • Task 5: Submit monthly sales report - due in 2 weeks
    ☐ Collect sales data ☐ Prepare sales report ☐ Submit report to management
  • Task 10: Attend networking event - due in 1 month
    ☐ Prepare business cards ☐ Research attendees ☐ Plan networking strategy