Key Account Prioritization Project Template

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Efficiently manage your key accounts by using a Priority Matrix to identify which accounts need immediate attention and which can be scheduled for later. This template guides you through the process of categorizing accounts based on their urgency and importance, and allocating resources accordingly.

Follow the step-by-step tasks to create, implement, and monitor a Priority Matrix that ensures your key accounts are managed effectively, leading to better customer relationships and business success.

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Key Account Prioritization Project for Priority Matrix

Key Account Prioritization Project in Priority Matrix

Prioritize your key accounts for efficient management using a Priority Matrix.

You can start using Key Account 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

Urgent and Important

  • Identify Key Accounts - due in 1 day
    ☐ Review all accounts ☐ Identify key accounts
  • Categorize Accounts Based on Urgency - due in 5 days
    ☐ Identify urgent accounts ☐ Identify non-urgent accounts
  • Allocate Resources - due in 1.5 weeks
    ☐ Allocate resources for high priority and urgent accounts ☐ Allocate resources for other accounts
  • Reallocate Resources - due in 4 weeks
    ☐ Adjust resource allocation based on account status
  • Finalize Priority Matrix - due in 7 weeks
    ☐ Finalize Priority Matrix ☐ Prepare for implementation
  • Present Report - due in 13 weeks
    ☐ Present report to management
  • Final Review of Implementation - due in 15 weeks
    ☐ Review implementation of feedback

Important but not Urgent

  • Categorize Accounts Based on Importance - due in 3 days
    ☐ Identify high priority accounts ☐ Identify medium priority accounts ☐ Identify low priority accounts
  • Create Priority Matrix - due in 1 week
    ☐ Plot accounts on Priority Matrix ☐ Review and adjust if necessary
  • Review Priority Matrix - due in 3 weeks
    ☐ Review Priority Matrix ☐ Adjust if necessary
  • Adjust Priority Matrix - due in 6 weeks
    ☐ Review Priority Matrix ☐ Adjust if necessary
  • Review Implementation - due in 9 weeks
    ☐ Review implementation of Priority Matrix ☐ Adjust if necessary
  • Final Adjustments to Priority Matrix - due in 11 weeks
    ☐ Review Priority Matrix ☐ Make final adjustments

Urgent but not Important

  • Monitor Account Status - due in 2 weeks
    ☐ Monitor progress of accounts ☐ Adjust priorities if necessary
  • Review Account Status - due in 5 weeks
    ☐ Review progress of accounts ☐ Adjust priorities if necessary
  • Implement Priority Matrix - due in 8 weeks
    ☐ Implement Priority Matrix ☐ Monitor progress
  • Final Review of Account Status - due in 10 weeks
    ☐ Review progress of accounts ☐ Finalize account status

Neither Urgent nor Important

  • Prepare Report - due in 12 weeks
    ☐ Prepare report on account status and Priority Matrix implementation
  • Implement Feedback - due in 14 weeks
    ☐ Implement feedback from management
  • Close Project - due in 16 weeks
    ☐ Close project