Prioritizing Key Account Tasks Template

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Efficiently manage your key account tasks with this template that leverages the Eisenhower method to prioritize based on urgency and importance. By categorizing tasks, Key Account Managers can ensure that the most critical and urgent tasks are given top priority, improving client satisfaction and operational efficiency.

This template provides a clear visual representation of tasks, making it easier to focus on what truly matters and ensure that key accounts receive the attention they need.

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Prioritizing Key Account Tasks for Priority Matrix

Prioritizing Key Account Tasks in Priority Matrix

Prioritize your key account tasks effectively using the Eisenhower method to ensure critical tasks are addressed promptly.

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Proposed Tasks

Urgent and Important

  • Task 1 due in 1 day: Respond to urgent client request
    ☐ Review client request ☐ Prepare response ☐ Send response
  • Task 2 due in 3 days: Prepare for client meeting
    ☐ Review client file ☐ Prepare meeting agenda ☐ Send agenda to client

Important, Not Urgent

  • Task 3 due in 1 week: Update client records
    ☐ Review client records ☐ Update records with recent interactions ☐ Verify accuracy of updates
  • Task 4 due in 2 weeks: Conduct client satisfaction survey
    ☐ Prepare survey questions ☐ Send survey to client ☐ Analyze survey responses
  • Task 5 due in 3 weeks: Prepare client report
    ☐ Gather necessary data ☐ Prepare report ☐ Review report for accuracy ☐ Send report to client
  • Task 6 due in 1 month: Review client contract
    ☐ Review contract terms ☐ Identify any necessary changes ☐ Discuss changes with client

Urgent, Not Important

  • Task 7 due in 1 day: Respond to client email
    ☐ Read client email ☐ Prepare response ☐ Send response
  • Task 8 due in 3 days: Send client invoice
    ☐ Prepare invoice ☐ Review invoice for accuracy ☐ Send invoice to client
  • Task 9 due in 1 week: Schedule client meeting
    ☐ Check availability ☐ Schedule meeting ☐ Send meeting invite to client
  • Task 10 due in 2 weeks: Follow up on client issue
    ☐ Review client issue ☐ Prepare follow-up communication ☐ Send follow-up to client

Not Urgent, Not Important

  • Task 13 due in 1 day: File client documents
    ☐ Collect client documents ☐ File documents appropriately ☐ Verify accuracy of filing
  • Task 19 due in 1 day: Prepare for client call
    ☐ Review call agenda ☐ Prepare for call ☐ Make call to client
  • Task 14 due in 3 days: Update client list
    ☐ Review client list ☐ Update list with new clients ☐ Verify accuracy of updates
  • Task 20 due in 3 days: Send client product update
    ☐ Prepare product update ☐ Send update to client
  • Task 15 due in 1 week: Prepare for client presentation
    ☐ Review presentation requirements ☐ Prepare presentation materials ☐ Practice presentation
  • Task 16 due in 2 weeks: Send client holiday card
    ☐ Prepare holiday card ☐ Send card to client
  • Task 11 due in 3 weeks: Update client contact information
    ☐ Review client contact information ☐ Update information if necessary ☐ Verify accuracy of updates
  • Task 17 due in 3 weeks: Review client account
    ☐ Review client account details ☐ Identify any necessary changes ☐ Discuss changes with client
  • Task 12 due in 1 month: Review client feedback
    ☐ Collect client feedback ☐ Analyze feedback ☐ Prepare response if necessary
  • Task 18 due in 1 month: Send client newsletter
    ☐ Prepare newsletter content ☐ Send newsletter to client