Client Acquisition Prioritization Project Template

More sales templates

In the competitive fintech industry, it's crucial to prioritize client acquisition effectively. This template uses the Quadrants method to help you focus on high-value prospects while delegating less important ones. By following this structured approach, sales executives can ensure that they give the necessary attention to potential high-value clients, maximizing their chances of successful conversion.

With clear tasks and subtasks, this template guides you through identifying prospects, developing personalized approaches, scheduling meetings, and following up, ensuring a thorough and organized client acquisition process.

Get this template on priority matrix

Client Acquisition Prioritization Project for Priority Matrix

Client Acquisition Prioritization Project in Priority Matrix

Prioritize client acquisition by focusing on high-value prospects using the Quadrants method.

You can start using Client Acquisition Prioritization Project or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Value, Immediate Attention

  • Task 1: Identify high-value prospects due in 1 week
    ☐ Research potential clients ☐ Analyze their financial capacity ☐ Identify their needs and interests
  • Task 2: Develop a personalized approach for high-value prospects due in 2 weeks
    ☐ Create a unique selling proposition ☐ Develop a value proposition
  • Task 3: Schedule meetings with high-value prospects due in 3 weeks
    ☐ Prepare for the meeting ☐ Send out invites ☐ Confirm meetings
  • Task 4: Follow up with high-value prospects due in 1 month
    ☐ Send follow-up emails ☐ Call to ensure they received the information

High Value, Long Term

  • Task 9: Develop a long-term strategy for high-value prospects due in 3 months
    ☐ Identify their long-term needs ☐ Develop a long-term value proposition

Low Value, Immediate Attention

  • Task 5: Identify low-value prospects due in 1 week
    ☐ Research potential clients ☐ Analyze their financial capacity
  • Task 6: Develop a standard approach for low-value prospects due in 2 weeks
    ☐ Create a standard selling proposition
  • Task 7: Schedule meetings with low-value prospects due in 3 weeks
    ☐ Prepare for the meeting ☐ Send out invites ☐ Confirm meetings
  • Task 8: Follow up with low-value prospects due in 1 month
    ☐ Send follow-up emails ☐ Call to ensure they received the information

Low Value, Long Term

  • Task 10: Develop a long-term strategy for low-value prospects due in 3 months
    ☐ Identify their long-term needs ☐ Develop a standard long-term approach