Client Task Management Template

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Efficiently manage multiple clients and ensure no task falls through the cracks with our Client Task Management template. This template leverages Priority Matrix to track and manage all client-related tasks from meetings to contract renewals in one centralized platform.

Improve your client satisfaction by staying on top of all important tasks and deadlines, ensuring a seamless and organized client management process.

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Client Task Management in Priority Matrix

Manage all client-related tasks in one place with Priority Matrix for better client satisfaction.

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Proposed Tasks

Urgent and Important

Client Issue Resolution due in 1 day
☐ Identify client issue ☐ Develop resolution plan ☐ Implement resolution plan
Client Meeting Preparation due in 2 days
☐ Review client's business strategy ☐ Prepare meeting agenda ☐ Coordinate with team for input
Client Onboarding due in 3 days
☐ Prepare onboarding materials ☐ Conduct onboarding session ☐ Follow up with client for feedback
Weekly Client Status Update due in 4 days
☐ Review client account status ☐ Prepare status report ☐ Send report to client
Client Proposal Preparation due in 1 week
☐ Collect necessary information ☐ Prepare proposal ☐ Review proposal with team
Client Invoice Management due in 2 weeks
☐ Prepare client invoice ☐ Send invoice to client ☐ Follow up for payment
Client Contract Renewal due in 1 month
☐ Review client contract ☐ Prepare renewal proposal ☐ Coordinate with legal team
Client Portfolio Review due in 1 month
☐ Review client portfolio ☐ Identify portfolio adjustments ☐ Discuss adjustments with client

Important, Not Urgent

Client Strategy Review due in 1 week
☐ Analyze client's current business strategy ☐ Identify potential improvements ☐ Prepare strategy review report
Client Relationship Assessment due in 2 weeks
☐ Assess current state of client relationship ☐ Identify areas for improvement ☐ Develop improvement plan
Monthly Client Performance Analysis due in 3 weeks
☐ Collect client performance data ☐ Analyze data ☐ Prepare performance analysis report
Client Service Improvement Plan due in 1 month
☐ Identify areas for service improvement ☐ Develop improvement plan ☐ Implement improvement plan
Client Satisfaction Survey due in 6 weeks
☐ Prepare client satisfaction survey ☐ Distribute survey to client ☐ Analyze survey results
Quarterly Business Review due in 2 months
☐ Prepare business review report ☐ Schedule review meeting with client ☐ Present review report to client
Client Relationship Building due in 2 months
☐ Identify opportunities for client engagement ☐ Plan and execute engagement activities ☐ Follow up with client for feedback
Client Communication Plan due in 2 months
☐ Develop communication plan ☐ Implement communication plan ☐ Monitor communication effectiveness
Client Service Level Agreement Review due in 2 months
☐ Review client SLA ☐ Identify areas for SLA adjustment ☐ Discuss adjustments with client
Client Retention Strategy due in 3 months
☐ Identify client retention challenges ☐ Develop retention strategy ☐ Implement retention strategy

Urgent, Not Important

Client Data Update due in 1 week
☐ Review client data ☐ Update data in system ☐ Confirm data accuracy with client
Client Feedback Collection due in 3 weeks
☐ Prepare feedback form ☐ Send form to client ☐ Analyze feedback