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Client Task Prioritization Template

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Improve your service delivery and client satisfaction with the Client Task Prioritization template. This template helps you manage and prioritize client-related tasks, ensuring all important client interactions and deliverables are handled efficiently and effectively.

By using Priority Matrix, you can streamline your task management process, focusing on what matters most to your clients and ultimately enhancing their experience and satisfaction.

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Client Task Prioritization in Priority Matrix

Manage and prioritize client-related tasks to ensure superior service delivery and satisfaction in financial services.

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Proposed Tasks

High Impact, Urgent

Task 10 due in 1 day: Follow-up with Client
☐ Review client's account status ☐ Prepare follow-up points ☐ Call client
Task 16 due in 1 day: Send Client's Account Statement
☐ Prepare client's account statement ☐ Send statement to client
Task 1 due in 1 day: Client Meeting Preparation
☐ Review client's portfolio ☐ Prepare meeting agenda ☐ Coordinate with team members
Task 12 due in 2 days: Send Reminder to Client
☐ Prepare reminder ☐ Send reminder to client
Task 18 due in 2 days: Coordinate with Client's Legal Advisor
☐ Prepare points of discussion ☐ Coordinate meeting with legal advisor
Task 5 due in 2 days: Schedule Client's Annual Review Meeting
☐ Coordinate with client for suitable date ☐ Book meeting room
Task 3 due in 3 days: Respond to Client's Email Query
☐ Review client's query ☐ Prepare response ☐ Send response
Task 7 due in 3 days: Respond to Client's Complaint
☐ Review client's complaint ☐ Coordinate with relevant department ☐ Prepare response

High Impact, Not Urgent

Task 2 due in 1 week: Update Client's Financial Plan
☐ Analyze client's current financial status ☐ Prepare new financial plan ☐ Get approval from senior management
Task 17 due in 1 week: Review Client's Investment Portfolio
☐ Review client's investment portfolio ☐ Prepare portfolio report ☐ Send report to client
Task 4 due in 2 weeks: Review Client's Account Performance
☐ Analyze account performance ☐ Prepare performance report ☐ Send report to client
Task 9 due in 2 weeks: Prepare Client's Investment Proposal
☐ Analyze client's investment goals ☐ Prepare investment proposal ☐ Get approval from senior management
Task 15 due in 2 weeks: Prepare Client's Tax Planning Report
☐ Analyze client's financial status ☐ Prepare tax planning report ☐ Send report to client
Task 6 due in 1 month: Conduct Client's Risk Assessment
☐ Review client's financial status ☐ Conduct risk assessment ☐ Prepare risk report
Task 13 due in 1 month: Review Client's Insurance Coverage
☐ Review client's current insurance coverage ☐ Prepare insurance coverage report ☐ Send report to client
Task 19 due in 1 month: Conduct Client's Financial Health Check
☐ Review client's financial status ☐ Conduct financial health check ☐ Prepare health check report

Low Impact, Urgent

Task 8 due in 1 week: Update Client's Contact Details
☐ Verify client's new contact details ☐ Update details in system
Task 11 due in 1 week: Conduct Client Satisfaction Survey
☐ Prepare survey ☐ Send survey to client ☐ Analyze survey results
Task 14 due in 1 week: Update Client's Beneficiary Information
☐ Verify client's new beneficiary information ☐ Update information in system
Task 20 due in 1 week: Send Birthday Greetings to Client
☐ Prepare birthday card ☐ Send card to client