SME Account Management Project Template

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Optimize your SME account management with our comprehensive template designed for National Account Managers in the Business Travel industry. This template leverages Priority Matrix to help you visualize and manage your time efficiently across various SME accounts.

From setting up meetings and conducting business analyses to preparing proposals and resolving issues, this template ensures that each account receives the necessary attention. Improve your time management skills and enhance your account management processes with this easy-to-follow guide.

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SME Account Management Project for Priority Matrix

SME Account Management Project in Priority Matrix

Effectively manage time across multiple SME accounts using Priority Matrix.

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Proposed Tasks

High Impact, Urgent Tasks

  • Task 1: Set up initial meeting with SME Account 1
    ☐ Prepare meeting agenda ☐ Send calendar invite ☐ Follow up for confirmation
  • Task 4: Follow up with SME Account 4
    ☐ Prepare follow up notes ☐ Send follow up email ☐ Call for confirmation
  • Task 7: Resolve issues with SME Account 7
    ☐ Identify issues ☐ Develop resolution plan ☐ Implement resolution plan
  • Task 9: Renew contract with SME Account 9
    ☐ Prepare contract ☐ Send contract ☐ Follow up for signature

High Impact, Non-Urgent Tasks

  • Task 10: Plan business trip to SME Account 10
    ☐ Book travel ☐ Schedule meetings ☐ Prepare materials
  • Task 2: Conduct business analysis for SME Account 2
    ☐ Collect necessary data ☐ Analyze data ☐ Prepare report
  • Task 3: Prepare proposal for SME Account 3
    ☐ Identify needs ☐ Develop proposal ☐ Review proposal

Low Impact, Urgent Tasks

  • Task 5: Schedule quarterly review with SME Account 5
    ☐ Prepare review agenda ☐ Send calendar invite ☐ Follow up for confirmation

Low Impact, Non-Urgent Tasks

  • Task 6: Update CRM for SME Account 6
    ☐ Collect update data ☐ Update CRM ☐ Review for accuracy
  • Task 8: Conduct satisfaction survey with SME Account 8
    ☐ Prepare survey ☐ Send survey ☐ Analyze feedback