Sales Task and Deadline Management Project Template

More sales templates

Improve your sales performance by efficiently managing tasks and deadlines. This template helps you visualize and allocate time to the most pressing sales activities, ensuring no opportunities are missed.

Follow the step-by-step tasks to set up a GTD system, train your team, and keep your sales processes running smoothly. Effective time management is key to maximizing revenue and achieving sales targets.

Get this template on priority matrix

Sales Task and Deadline Management Project for Priority Matrix

Sales Task and Deadline Management Project in Priority Matrix

Efficiently manage your sales tasks and deadlines to maximize opportunities and boost revenue.

You can start using Sales Task and Deadline Management 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

Crucial and Immediate

  • Task 6: Client Follow-Up due in 3 days
    ☐ Review meeting notes ☐ Prepare follow-up email ☐ Send email
  • Task 1: Set Up GTD System due in 1 week
    ☐ Choose a GTD app ☐ Set up categories for projects, next actions, waiting, and someday ☐ Import current tasks into GTD system
  • Task 7: Sales Team Meeting due in 1 week
    ☐ Prepare agenda ☐ Conduct meeting ☐ Follow up on action items
  • Task 2: Weekly Review due in 2 weeks
    ☐ Review all outstanding tasks ☐ Update task status ☐ Assign new tasks to categories
  • Task 4: Monthly Sales Forecast due in 1 month
    ☐ Review sales data ☐ Create forecast report ☐ Share with team

Crucial but Not Immediate

  • Task 8: Review Sales Funnel due in 2 weeks
    ☐ Analyze current sales process ☐ Identify areas for improvement ☐ Implement changes
  • Task 3: Train Team on GTD Method due in 1 month
    ☐ Prepare training materials ☐ Conduct training session ☐ Provide support for team members learning the system
  • Task 5: Initial GTD System Review due in 2 months
    ☐ Review system usage ☐ Identify any issues ☐ Make necessary adjustments
  • Task 10: Develop New Sales Strategy due in 2 months
    ☐ Research market trends ☐ Create strategy proposal ☐ Present to management

Not Crucial but Immediate

  • Task 9: Update Sales Training Materials due in 1 month
    ☐ Review current materials ☐ Update with new sales strategies ☐ Distribute to team