Client Task Prioritization Template

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Ensure client satisfaction by prioritizing tasks effectively with the Eisenhower Matrix. This template helps you focus on high-priority tasks and delegate less urgent ones, ensuring all client needs are met promptly.

With clearly defined tasks and deadlines, you can streamline your workflow, enhance productivity, and maintain excellent client relationships.

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Client Task Prioritization for Priority Matrix

Client Task Prioritization in Priority Matrix

Prioritize and manage client tasks effectively using the Eisenhower Matrix.

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Proposed Tasks

Urgent and Important

  • Client C's meeting preparation due in 1 day
    ☐ Review meeting agenda ☐ Prepare presentation ☐ Confirm meeting details with Client C
  • Client A's project proposal due in 2 days
    ☐ Review project brief ☐ Develop project proposal ☐ Send proposal to Client A
  • Client E's feedback collection due in 2 days
    ☐ Prepare feedback form ☐ Send form to Client E ☐ Collect and analyze feedback
  • Client G's project update due in 3 days
    ☐ Review project progress ☐ Prepare project update ☐ Send update to Client G

Important, Not Urgent

  • Client H's market research due in 2 weeks
    ☐ Conduct market research ☐ Analyze research data ☐ Prepare research report ☐ Send report to Client H
  • Client B's performance report due in 3 weeks
    ☐ Collect performance data ☐ Analyze data ☐ Prepare report ☐ Send report to Client B
  • Client D's contract renewal due in 4 weeks
    ☐ Review contract terms ☐ Prepare renewal proposal ☐ Send proposal to Client D
  • Client I's strategy planning due in 4 weeks
    ☐ Review client's business goals ☐ Develop strategy plan ☐ Present plan to Client I

Urgent, Not Important

  • Client F's invoice preparation due in 1 week
    ☐ Calculate invoice amount ☐ Prepare invoice ☐ Send invoice to Client F
  • Client J's budget preparation due in 1 week
    ☐ Review budget requirements ☐ Prepare budget proposal ☐ Present proposal to Client J