Sales Task Tracking and Deadline Management Template

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Efficiently manage your sales tasks and deadlines with our 'Sales Task Tracking and Deadline Management' template. Designed for Regional Sales Managers in the technology consulting and services industry, this template uses Priority Matrix to help you visualize and allocate time to your most pressing tasks.

With strict deadlines for proposals, contracts, and other time-sensitive tasks, effective time management is crucial. This template ensures that no task is overlooked, reducing stress and improving task completion within stipulated timeframes.

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Sales Task Tracking and Deadline Management for Priority Matrix

Sales Task Tracking and Deadline Management in Priority Matrix

Stay on top of your sales tasks and deadlines using Priority Matrix, ensuring timely and efficient task completion.

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Proposed Tasks

Critical & Immediate

  • Task 1: Proposal preparation due in 2 days
    ☐ Research Client's Needs ☐ Develop Proposal Outline ☐ Write Proposal ☐ Review and Edit
  • Task 20: Client satisfaction survey due in 2 days
    ☐ Prepare Survey Questions ☐ Conduct Survey
  • Task 12: Client proposal due in 3 days
    ☐ Research Client's Needs ☐ Prepare Proposal ☐ Review and Edit Proposal
  • Task 2: Contract negotiation due in 1 week
    ☐ Prepare Negotiation Points ☐ Schedule Meeting with Client ☐ Negotiate Contract Terms
  • Task 9: Client presentation due in 1 week
    ☐ Prepare Presentation Content ☐ Design Presentation Slides ☐ Practice Presentation
  • Task 11: Performance review due in 1 week
    ☐ Review Sales Performance ☐ Prepare Feedback
  • Task 19: Team performance review due in 1 week
    ☐ Review Team Performance ☐ Prepare Feedback

Critical & Not Immediate

  • Task 4: Sales report due in 2 weeks
    ☐ Collect Sales Data ☐ Analyze Sales Trends ☐ Prepare Report
  • Task 13: Sales training due in 2 weeks
    ☐ Prepare Training Material ☐ Conduct Training Session
  • Task 17: Competitor analysis due in 2 weeks
    ☐ Research Competitor Activities ☐ Analyze Competitor Strategies
  • Task 7: Market analysis due in 3 weeks
    ☐ Research Market Trends ☐ Analyze Competitor Activities ☐ Prepare Analysis Report
  • Task 6: Product training due in 1 month
    ☐ Review Product Features ☐ Prepare Training Material ☐ Conduct Training Session
  • Task 8: Sales forecast due in 1 month
    ☐ Analyze Sales Data ☐ Predict Future Sales ☐ Prepare Forecast Report
  • Task 15: Sales target setting due in 1 month
    ☐ Review Sales Data ☐ Set Sales Targets
  • Task 18: Sales process improvement due in 1 month
    ☐ Identify Process Inefficiencies ☐ Develop Improvement Plan
  • Task 10: Sales strategy revision due in 2 months
    ☐ Review Current Strategy ☐ Identify Areas for Improvement ☐ Revise Strategy

Not Critical & Immediate

  • Task 5: Team meeting preparation due in 1 day
    ☐ Prepare Meeting Agenda ☐ Coordinate with Team Members
  • Task 14: Client meeting preparation due in 1 day
    ☐ Prepare Meeting Agenda ☐ Review Client's File
  • Task 3: Client follow-up due in 3 days
    ☐ Review Client's File ☐ Prepare Follow-up Points ☐ Conduct Follow-up Call
  • Task 16: Client feedback review due in 3 days
    ☐ Collect Client Feedback ☐ Analyze Feedback