Sales Task and Deadline Management Template

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Ensure that no sales task or deadline is missed with our 'Sales Task and Deadline Management' template. Using Priority Matrix, you can visualize and allocate time to your most pressing tasks, guaranteeing that proposals, contracts, and follow-ups are handled efficiently and within their due timeframes.

This template is designed specifically for tech sales environments where time-sensitive activities are crucial. Implement effective time management strategies and prioritize your sales tasks to achieve better results and maintain client satisfaction.

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Sales Task and Deadline Management for Priority Matrix

Sales Task and Deadline Management in Priority Matrix

Manage sales tasks and deadlines effectively to ensure timely completion of proposals, contracts, and other critical activities.

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Proposed Tasks

Critical and Immediate

  • Client Proposal Due in 1 Day
    ☐ Finalize proposal content ☐ Review proposal ☐ Send proposal to client
  • Client Follow Up Due in 2 Days
    ☐ Prepare follow-up points ☐ Call client ☐ Send follow-up email

Critical but not Immediate

  • Contract Renewal in 1 Week
    ☐ Review contract terms ☐ Discuss with client ☐ Renew contract
  • Sales Report Due in 2 Weeks
    ☐ Collect sales data ☐ Analyze sales data ☐ Prepare sales report

Not Critical but Immediate

  • Sales Team Meeting in 3 Days
    ☐ Prepare meeting agenda ☐ Invite team members ☐ Conduct meeting
  • Sales Training in 3 Weeks
    ☐ Plan training content ☐ Arrange training logistics ☐ Conduct training

Not Critical, Not Immediate

  • New Product Launch in 1 Month
    ☐ Understand product details ☐ Plan sales strategy ☐ Execute sales strategy
  • Client Onboarding in 6 Weeks
    ☐ Prepare onboarding plan ☐ Conduct onboarding session ☐ Follow up with client