Sales Task Prioritization Template

More sales templates

Effectively prioritize your sales tasks to ensure critical clients receive the attention they deserve. This template helps Regional Sales Managers streamline their workload using a Priority Matrix, enabling them to plan sales strategies efficiently.

By adopting this approach, you can enhance client satisfaction, improve outcomes, and stay ahead in the fast-paced technology consulting and services industry.

Get this template on priority matrix

Sales Task Prioritization for Priority Matrix

Sales Task Prioritization in Priority Matrix

Prioritize sales tasks to enhance client satisfaction and achieve better outcomes.

You can start using Sales Task Prioritization 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

Important and Urgent

  • Task 1: Follow up with high-priority client (due in 1 day)
    ☐ Review client's previous orders ☐ Prepare product updates ☐ Arrange meeting
  • Task 2: Prepare sales report (due in 2 days)
    ☐ Collect sales data ☐ Analyze data ☐ Prepare report
  • Task 3: Sales team meeting (due in 3 days)
    ☐ Prepare agenda ☐ Send out invites

Important but not Urgent

  • Task 4: Develop new sales strategy (due in 1 week)
    ☐ Research market trends ☐ Identify potential strategies ☐ Create proposal
  • Task 5: Update CRM system (due in 2 weeks)
    ☐ Review current CRM system ☐ Identify needed updates ☐ Implement updates
  • Task 6: Review competitor's sales strategies (due in 3 weeks)
    ☐ Research competitor's strategies ☐ Analyze their effectiveness ☐ Propose adjustments to our strategy

Not Important but Urgent

  • Task 7: Respond to customer inquiries (due in 1 day)
    ☐ Review customer inquiries ☐ Prepare responses ☐ Send responses
  • Task 8: Check inventory levels (due in 2 days)
    ☐ Review current inventory ☐ Identify needed restocks ☐ Place orders if necessary
  • Task 9: Update sales materials (due in 1 week)
    ☐ Review current sales materials ☐ Update with new product information ☐ Distribute to sales team

Not Important and Not Urgent

  • Task 10: Attend networking event (due in 3 weeks)
    ☐ Prepare business cards ☐ Research attendees ☐ Plan approach