Client Task and Deadline Management Template

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Efficiently manage your client tasks and deadlines with this comprehensive template. By visualizing and allocating time for various clients and tasks, you can ensure that each client receives the attention they need, and no task is overlooked.

This template leverages the Priority Matrix to help life coaches and personal development consultants manage their schedules effectively, ensuring timely service delivery and client satisfaction.

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Client Task and Deadline Management for Priority Matrix

Client Task and Deadline Management in Priority Matrix

Manage client tasks and deadlines efficiently to ensure no client is overlooked.

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Proposed Tasks

Urgent & Important

  • Client A - Initial Consultation due in 1 day
    ☐ Review client's initial questionnaire ☐ Prepare for consultation
  • Client F - Onboarding Meeting due in 3 days
    ☐ Prepare for meeting ☐ Conduct onboarding session
  • Client G - Progress Report due in 1 week
    ☐ Review client's progress ☐ Prepare report
  • Client B - Follow-up Meeting due in 1 week
    ☐ Review progress ☐ Prepare feedback and recommendations
  • Client J - Initial Consultation due in 2 weeks
    ☐ Review client's initial questionnaire ☐ Prepare for consultation
  • Client K - Follow-up Meeting due in 1 month
    ☐ Review progress ☐ Prepare feedback and recommendations

Important, Not Urgent

  • Client H - Feedback Session due in 2 weeks
    ☐ Review client's feedback ☐ Prepare response
  • Client C - Final Session due in 3 weeks
    ☐ Review client's progress ☐ Prepare final report
  • Client D - Mid-Project Review due in 1 month
    ☐ Review project status ☐ Prepare for review meeting
  • Client I - Contract Review due in 1 month
    ☐ Review contract terms ☐ Prepare for review meeting
  • Client E - Contract Renewal due in 2 months
    ☐ Review contract terms ☐ Prepare renewal proposal
  • Client L - Final Session due in 2 months
    ☐ Review client's progress ☐ Prepare final report

Urgent, Not Important

  • Check Emails due in 1 day
    ☐ Check inbox ☐ Respond to priority emails
  • Prepare Monthly Report due in 3 days
    ☐ Collect data ☐ Analyze data ☐ Prepare report
  • Update Website Content due in 3 days
    ☐ Review existing content ☐ Update with recent developments
  • Update Client Database due in 1 week
    ☐ Check for outdated information ☐ Update records
  • Prepare for Industry Conference due in 1 week
    ☐ Register for conference ☐ Prepare materials for presentation

Not Urgent & Not Important

  • Review Marketing Materials due in 2 weeks
    ☐ Review existing materials ☐ Suggest updates
  • Professional Development Webinar due in 1 month
    ☐ Register for webinar ☐ Attend webinar
  • Professional Development Course due in 3 months
    ☐ Register for course ☐ Complete course assignments