Sales Task Prioritization and Management Template

More sales templates

In the competitive chemical manufacturing industry, effective sales task prioritization is crucial for maintaining strong client relationships and achieving sales goals. This template uses the Quadrants method to help you focus on critical sales targets and delegate less urgent tasks, ensuring that key accounts receive the attention they need.

By following this structured approach, you can improve account management efficiency, enhance client satisfaction, and drive better sales outcomes. This template includes actionable tasks and subtasks that guide you through the process of closing deals, preparing reports, developing proposals, and more.

Get this template on priority matrix

Sales Task Prioritization and Management for Priority Matrix

Sales Task Prioritization and Management in Priority Matrix

Prioritize and manage your sales tasks effectively using the Quadrants method to focus on critical targets and key accounts.

You can start using Sales Task Prioritization and Management 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

  • Task 6: Follow up on leads from trade show due in 2 days
    ☐ Organize leads ☐ Develop follow up strategy ☐ Start follow up calls
  • Task 1: Close deal with key account due in 1 week
    ☐ Prepare final proposal ☐ Set a meeting with the client ☐ Finalize the contract
  • Task 2: Prepare quarterly sales report due in 3 weeks
    ☐ Gather sales data ☐ Analyze sales trends ☐ Prepare report draft

Important but Not Urgent

  • Task 3: Develop new client proposal due in 2 weeks
    ☐ Identify client needs ☐ Develop solution proposal ☐ Prepare presentation
  • Task 7: Conduct team training on new sales software due in 2 weeks
    ☐ Learn new software ☐ Prepare training materials ☐ Conduct training
  • Task 5: Attend industry networking event due in 1 month
    ☐ Register for event ☐ Prepare business cards ☐ Develop networking strategy
  • Task 10: Update sales playbook due in 1 month
    ☐ Review current playbook ☐ Identify areas for improvement ☐ Update playbook
  • Task 8: Complete sales certification course due in 3 months
    ☐ Register for course ☐ Study course materials ☐ Pass final exam

Urgent but Not Important

  • Task 9: Respond to customer service inquiries due in 2 days
    ☐ Review inquiries ☐ Prepare responses ☐ Send responses
  • Task 4: Update CRM with recent client interactions due in 5 days
    ☐ Gather client interaction data ☐ Update CRM