Effective Task Management for Strategic Accounts Template
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Effective time management is crucial for a Strategic Account Director in the automotive industry. This template helps you allocate time to the most urgent and important tasks, ensuring deadlines are met and key account activities are completed efficiently.
By visualizing and prioritizing tasks using the Priority Matrix, you can streamline your workflow and ensure efficient use of time, ultimately leading to better account management and client satisfaction.
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Effective Task Management for Strategic Accounts in Priority Matrix
Prioritize and manage tasks efficiently to ensure timely completion of key account activities.
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Proposed Tasks
Urgent and Important
-
Prepare for client call due in 1 day
☐ Review call agenda ☐ Prepare talking points ☐ Coordinate with team members -
Respond to client email due in 2 days
☐ Review email ☐ Draft response ☐ Send response -
Complete monthly report due in 1 week
☐ Collect data ☐ Analyze data ☐ Write report -
Follow up on client issue due in 1 week
☐ Review issue details ☐ Contact client ☐ Coordinate resolution -
Prepare for Q1 review due in 2 weeks
☐ Review account performance ☐ Prepare presentation ☐ Coordinate with team members -
Update client proposal due in 2 weeks
☐ Review current proposal ☐ Update proposal based on client feedback ☐ Send updated proposal to client -
Update client contract due in 3 weeks
☐ Review current contract ☐ Identify updates needed ☐ Update contract document
Important, Not Urgent
-
Review market research due in 2 weeks
☐ Read research report ☐ Analyze findings ☐ Apply insights to strategy -
Update account strategy due in 3 weeks
☐ Review current strategy ☐ Identify areas for improvement ☐ Update strategy document -
Complete sales training due in 1 month
☐ Register for training ☐ Complete training modules ☐ Apply learning to work -
Complete performance review due in 1 month
☐ Review self-performance ☐ Complete review form ☐ Meet with manager -
Schedule Q2 planning meeting due in 1 month
☐ Identify key objectives ☐ Invite participants ☐ Prepare agenda -
Coordinate client visit due in 2 months
☐ Plan visit agenda ☐ Prepare team for visit ☐ Coordinate logistics
Urgent, Not Important
-
Attend team meeting due in 1 day
☐ Review meeting agenda ☐ Prepare for discussions -
Update client contact information due in 3 days
☐ Verify current information ☐ Update information in CRM -
Complete expense report due in 3 days
☐ Gather receipts ☐ Fill out expense form ☐ Submit report -
Renew software licenses due in 1 week
☐ Review current licenses ☐ Identify licenses for renewal ☐ Complete renewal process -
Attend industry conference due in 2 months
☐ Register for conference ☐ Plan travel ☐ Prepare for networking
Not Urgent, Not Important
-
Plan team building event due in 2 months
☐ Choose date and location ☐ Plan activities ☐ Coordinate with team -
Plan client appreciation event due in 2 months
☐ Choose date and location ☐ Plan activities ☐ Invite clients