Client Tracking & Prioritization Project Template

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In the competitive fitness equipment sales industry, managing sales leads effectively can significantly boost revenue. This template helps you track and prioritize potential clients using the Eisenhower Matrix method, ensuring no opportunities are missed.

Follow the step-by-step guide to identify potential clients, categorize them, plan and execute follow-up actions, and evaluate success. Make necessary strategy adjustments and train your sales team for continuous improvement.

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Client Tracking & Prioritization Project for Priority Matrix

Client Tracking & Prioritization Project in Priority Matrix

Track and prioritize potential clients and sales leads using the Eisenhower Matrix method.

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Proposed Tasks

Urgent & Important

  • Identify Potential Clients - due in 1 week
    ☐ Research fitness centers in need of equipment ☐ Identify potential leads from industry events ☐ Gather recommendations from existing clients
  • Categorize Clients - due in 2 weeks
    ☐ Apply Eisenhower Matrix to potential clients
  • Plan Follow-Up Actions for Q1 Clients - due in 3 weeks
    ☐ Develop personalized sales pitches ☐ Schedule sales meetings
  • Execute Follow-Up Actions for Q1 Clients - due in 1 month
    ☐ Conduct sales meetings ☐ Send out sales proposals
  • Evaluate Success of Follow-Up Actions - due in 1.5 months
    ☐ Analyze sales data ☐ Collect feedback from clients
  • Review and Adjust Strategy - due in 6.5 months
    ☐ Review overall success of client tracking and prioritization project ☐ Make necessary adjustments to strategy
  • Train Sales Team on Adjusted Strategy - due in 7 months
    ☐ Conduct training sessions ☐ Collect feedback from sales team
  • Implement Adjusted Strategy - due in 7.5 months
    ☐ Apply adjusted strategy to new potential clients
  • Evaluate Success of Adjusted Strategy - due in 8 months
    ☐ Analyze sales data ☐ Collect feedback from clients and sales team
  • Present Final Report to Stakeholders - due in 10 months
    ☐ Prepare report ☐ Present to stakeholders

Important, Not Urgent

  • Plan Follow-Up Actions for Q2 Clients - due in 2 months
    ☐ Develop personalized sales pitches ☐ Schedule sales meetings
  • Execute Follow-Up Actions for Q2 Clients - due in 2.5 months
    ☐ Conduct sales meetings ☐ Send out sales proposals
  • Evaluate Success of Follow-Up Actions - due in 3 months
    ☐ Analyze sales data ☐ Collect feedback from clients
  • Plan for Next Year's Client Tracking and Prioritization - due in 9 months
    ☐ Review lessons learned ☐ Develop plan for next year

Urgent, Not Important

  • Plan Follow-Up Actions for Q3 Clients - due in 3.5 months
    ☐ Develop personalized sales pitches ☐ Schedule sales meetings
  • Execute Follow-Up Actions for Q3 Clients - due in 4 months
    ☐ Conduct sales meetings ☐ Send out sales proposals
  • Evaluate Success of Follow-Up Actions - due in 4.5 months
    ☐ Analyze sales data ☐ Collect feedback from clients

Not Urgent & Not Important

  • Plan Follow-Up Actions for Q4 Clients - due in 5 months
    ☐ Develop personalized sales pitches ☐ Schedule sales meetings
  • Execute Follow-Up Actions for Q4 Clients - due in 5.5 months
    ☐ Conduct sales meetings ☐ Send out sales proposals
  • Evaluate Success of Follow-Up Actions - due in 6 months
    ☐ Analyze sales data ☐ Collect feedback from clients