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Client Task Prioritization & Management Template
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Ensure timely responses and high client satisfaction by prioritizing client-related tasks and communications with this template. Designed specifically for the construction industry, this template helps maintain strong client relationships by organizing tasks such as meetings, proposal development, feedback reviews, and more.
Use this template to streamline your client communication process, improve task management, and enhance overall client satisfaction. Stay ahead in the competitive construction market by effectively managing your client interactions and responsibilities.
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Client Task Prioritization & Management in Priority Matrix
Prioritize client-related tasks and communications for timely responses and high client satisfaction in the construction industry.
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Proposed Tasks
Urgent and Important
-
Task 4: Site Visit Preparation - due in 1 day
☐ Prepare equipment ☐ Review site details ☐ Arrange transport -
Task 1: Immediate Client Meeting - due in 1 day
☐ Prepare for client meeting ☐ Conduct client meeting ☐ Follow-up on meeting -
Task 3: Respond to Client Email - due in 2 days
☐ Read client email ☐ Prepare response ☐ Send response -
Task 9: Client Follow-up Call - due in 2 days
☐ Prepare for call ☐ Make follow-up call ☐ Document call -
Task 16: Client Complaint Resolution - due in 2 days
☐ Understand client complaint ☐ Investigate issue ☐ Resolve and respond to client -
Task 8: Client Invoice Preparation - due in 3 days
☐ Calculate dues ☐ Prepare invoice ☐ Send invoice to client
Important, Not Urgent
-
Task 6: Client Feedback Review - due in 1 week
☐ Collect client feedback ☐ Analyze feedback ☐ Plan for improvements -
Task 2: Client Proposal Development - due in 2 weeks
☐ Research for proposal ☐ Write the proposal ☐ Review and finalize proposal -
Task 7: Client Contract Renewal - due in 2 weeks
☐ Review contract terms ☐ Prepare renewal documents ☐ Meet with client for renewal -
Task 11: New Client Onboarding - due in 2 weeks
☐ Prepare onboarding materials ☐ Conduct onboarding session ☐ Follow-up on onboarding -
Task 13: Client Service Evaluation - due in 3 weeks
☐ Perform service assessment ☐ Create evaluation report ☐ Plan for service improvements -
Task 10: Client Satisfaction Survey - due in 1 month
☐ Prepare survey ☐ Send survey to client ☐ Analyze survey results -
Task 15: Client Communication Plan - due in 1 month
☐ Define communication objectives ☐ Develop communication strategy ☐ Implement communication plan -
Task 17: Client Service Improvement - due in 1 month
☐ Identify areas for improvement ☐ Plan improvements ☐ Implement improvements -
Task 18: Client Retention Strategy - due in 2 months
☐ Review client attrition ☐ Develop retention strategy ☐ Implement retention strategy
Urgent, Not Important
-
Task 5: Update Client Contact Information - due in 3 days
☐ Collect new information ☐ Update database -
Task 12: Client Data Management - due in 1 week
☐ Check for outdated data ☐ Update client data ☐ Ensure data privacy -
Task 20: Client Portfolio Update - due in 3 weeks
☐ Review client portfolio ☐ Update portfolio ☐ Share updates with client
Not Urgent, Not Important
-
Task 19: Client Referral Program - due in 1 month
☐ Plan referral program ☐ Develop referral incentives ☐ Launch referral program -
Task 14: Client Appreciation Event - due in 2 months
☐ Plan event details ☐ Coordinate with vendors ☐ Invite clients