Sales Task Prioritization Project Template
More sales templates
Enhance your sales efforts by prioritizing tasks that target high-value accounts. This template guides Sales Engineers through identifying, developing relationships with, and creating tailored sales strategies for high-value accounts.
By following this structured approach, you can ensure optimal use of resources and achieve higher sales effectiveness in the account-based marketing landscape.
Get this template on priority matrix

Sales Task Prioritization Project in Priority Matrix
Prioritize sales tasks to focus on high-value accounts and maximize resource efficiency.
You can start using Sales Task Prioritization Project or other Sales Project Templates with Priority Matrix in just a few steps:
- Click to sign in or create an account in the system
- Start adding your items to the matrix
- If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
Proposed Tasks
High Impact, High Urgency
-
Task 1: Identify high-value accounts due in 1 week
☐ Research and list potential high-value accounts ☐ Analyze their potential for sales ☐ Identify key decision makers -
Task 2: Develop relationship with key decision makers due in 2 weeks
☐ Send introductory emails ☐ Arrange meetings ☐ Prepare personalized pitches
High Impact, Low Urgency
-
Task 3: Create a tailored sales strategy for high-value accounts due in 3 weeks
☐ Identify their needs and pain points ☐ Customize product offerings ☐ Create a sales strategy -
Task 4: Implement the sales strategy due in 1 month
☐ Train the sales team on the new strategy ☐ Monitor the implementation process ☐ Gather feedback and make necessary adjustments
Low Impact, High Urgency
-
Task 6: Identify low-value accounts due in 1 week
☐ Research and list potential low-value accounts ☐ Analyze their potential for sales ☐ Identify key decision makers -
Task 7: Develop relationship with key decision makers of low-value accounts due in 2 weeks
☐ Send introductory emails ☐ Arrange meetings ☐ Prepare pitches
Low Impact, Low Urgency
-
Task 8: Create a tailored sales strategy for low-value accounts due in 3 weeks
☐ Identify their needs and pain points ☐ Customize product offerings ☐ Create a sales strategy -
Task 9: Implement the sales strategy for low-value accounts due in 1 month
☐ Train the sales team on the new strategy ☐ Monitor the implementation process ☐ Gather feedback and make necessary adjustments -
Task 5: Evaluate the effectiveness of the strategy due in 2 months
☐ Collect sales data ☐ Analyze the data ☐ Make necessary adjustments -
Task 10: Evaluate the effectiveness of the strategy for low-value accounts due in 2 months
☐ Collect sales data ☐ Analyze the data ☐ Make necessary adjustments