Business Opportunity Tracker Template

More consulting templates

In the competitive consulting and professional services industry, tracking and managing business development opportunities is crucial. This template helps Managing Directors monitor potential opportunities and manage their business pipeline effectively using Priority Matrix.

From identifying and analyzing potential opportunities to developing proposals, contacting clients, and maintaining relationships, this comprehensive template ensures that no opportunity is overlooked. Enhance your business development process and stay ahead of the competition.

Get this template on priority matrix

Business Opportunity Tracker for Priority Matrix

Business Opportunity Tracker in Priority Matrix

Monitor and manage business opportunities efficiently in the consulting industry.

You can start using Business Opportunity Tracker or other Consulting 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

High Impact, Urgent

  • Task 1: Identify potential opportunities due in 1 week
    ☐ Research market trends ☐ Identify potential clients ☐ Analyze competition
  • Task 2: Analyze potential opportunities due in 2 weeks
    ☐ Perform SWOT analysis ☐ Estimate potential revenue

High Impact, Non-Urgent

  • Task 3: Develop proposal for high-potential opportunities due in 4 weeks
    ☐ Create proposal draft ☐ Review and finalize proposal
  • Task 9: Review and update opportunity pipeline due in 4 weeks
    ☐ Review current pipeline ☐ Update pipeline based on recent developments
  • Task 6: Negotiate contracts for secured opportunities due in 6 weeks
    ☐ Prepare negotiation strategy ☐ Finalize contracts

Low Impact, Urgent

  • Task 4: Contact potential clients due in 1 week
    ☐ Prepare contact list ☐ Develop communication strategy
  • Task 7: Onboard new clients due in 1 week
    ☐ Prepare onboarding plan ☐ Implement onboarding process
  • Task 5: Follow up with potential clients due in 2 weeks
    ☐ Prepare follow-up schedule ☐ Implement follow-up strategy

Low Impact, Non-Urgent

  • Task 8: Maintain relationship with potential clients due in 8 weeks
    ☐ Develop relationship management strategy ☐ Implement relationship management plan
  • Task 10: Conduct quarterly review of business opportunities due in 12 weeks
    ☐ Prepare for review meeting ☐ Conduct review meeting