Tracking Client and Business Meetings Template

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Managing client and business meetings can be overwhelming for an Attorney CEO. This template helps you keep track of all appointments using a digital calendar, ensuring that no meetings are missed. It includes tasks such as setting up a calendar, scheduling meetings, setting reminders, and allocating preparation time.

By following this template, you can efficiently manage your time, prepare for each meeting, and ensure a smooth workflow without missing any important appointments.

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Tracking Client and Business Meetings for Priority Matrix

Tracking Client and Business Meetings in Priority Matrix

Keep track of all client and business meetings to ensure no appointments are missed.

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Proposed Tasks

Urgent and Important

  • Schedule upcoming business meetings
    Ensure all upcoming business meetings are scheduled in the digital calendar. ☐ Collect dates and times for all upcoming meetings ☐ Schedule each meeting in the calendar
  • Schedule upcoming client meetings
    Ensure all upcoming client meetings are scheduled in the digital calendar. ☐ Collect dates and times for all upcoming meetings ☐ Schedule each meeting in the calendar
  • Set reminders for each meeting
    Set reminders for each meeting to ensure they are not missed. ☐ Decide on appropriate reminder times ☐ Set a reminder for each meeting
  • Set up a digital calendar
    Create a digital calendar where all the meetings can be scheduled and tracked. ☐ Choose a digital calendar platform ☐ Set up the calendar

Important, Not Urgent

  • Allocate time for preparation for each meeting
    Allocate time in the schedule for preparation for each meeting. ☐ Determine how much preparation time is needed for each meeting ☐ Schedule preparation time in the calendar
  • Create a system for tracking meeting outcomes
    Develop a system for tracking the outcomes of each meeting. ☐ Decide on a format for tracking meeting outcomes ☐ Implement the tracking system

Urgent, Not Important

  • Review and update the calendar weekly
    Set a weekly task to review and update the calendar. ☐ Choose a weekly time for review ☐ Add the review task to the calendar

Neither Urgent nor Important

  • Schedule time for relaxation
    Ensure there is time scheduled for relaxation and personal time. ☐ Decide on when relaxation time will be ☐ Schedule relaxation time in the calendar