Sales Task and Deadline Management Template
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Ensure that no critical sales tasks or deadlines are missed with this comprehensive template designed for Account Managers in the AI recruitment software industry. This template helps you visualize and allocate time to essential tasks, ensuring each one gets the attention it needs within the stipulated timeframe.
By prioritizing and managing your sales activities effectively, you can enhance client satisfaction and streamline your workflow, making sure all deadlines are met with precision.
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Sales Task and Deadline Management in Priority Matrix
Effectively manage sales tasks and deadlines to ensure timely client satisfaction.
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Proposed Tasks
Critical and Urgent
-
Client Meeting Preparation due in 2 days
☐ Review client's current use of software ☐ Prepare presentation on new features ☐ Coordinate with team for any support needed -
Client Follow-up due in 3 days
☐ Review client's issues ☐ Prepare solutions ☐ Follow-up call -
Client Satisfaction Survey due in 3 days
☐ Prepare survey ☐ Send out survey ☐ Collect and analyze responses -
Prospect Follow-up due in 4 days
☐ Review prospect's needs ☐ Prepare proposal ☐ Follow-up call -
Sales Report due in 1 week
☐ Collect sales data ☐ Analyze data ☐ Prepare report -
Software Demo due in 1 week
☐ Prepare demo script ☐ Practice demo ☐ Perform demo for client -
Client Onboarding due in 1 week
☐ Prepare onboarding materials ☐ Coordinate with client ☐ Conduct onboarding session -
Client Proposal due in 10 days
☐ Review client needs ☐ Prepare proposal ☐ Review and finalize proposal
Critical but not Urgent
-
New Product Training due in 2 weeks
☐ Review product documentation ☐ Attend training sessions ☐ Prepare notes for client presentation -
Sales Pipeline Review due in 2 weeks
☐ Review current pipeline ☐ Identify bottlenecks ☐ Prepare action plan -
Update Sales Training Manual due in 3 weeks
☐ Review current manual ☐ Update with new product features ☐ Review and finalize manual -
Sales Team Training due in 3 weeks
☐ Prepare training materials ☐ Coordinate with team ☐ Conduct training session -
Sales Strategy Review due in 1 month
☐ Review current strategy ☐ Identify areas for improvement ☐ Prepare proposal for changes -
Quarterly Sales Goals Review due in 1 month
☐ Review sales data ☐ Analyze against goals ☐ Prepare report -
Client Retention Strategy Review due in 1 month
☐ Review current strategy ☐ Identify areas for improvement ☐ Prepare proposal for changes -
Sales Team Performance Review due in 5 weeks
☐ Collect performance data ☐ Analyze data ☐ Prepare review -
Lead Generation Strategy Review due in 6 weeks
☐ Review current strategy ☐ Identify areas for improvement ☐ Prepare proposal for changes -
Industry Conference in 2 months
☐ Register for conference ☐ Plan travel and accommodation ☐ Prepare for networking -
Sales Process Optimization due in 2 months
☐ Review current sales process ☐ Identify bottlenecks ☐ Prepare proposal for changes
Not Critical but Urgent
-
Team Meeting due in 1 day
☐ Prepare agenda ☐ Coordinate with team members ☐ Facilitate meeting