Centralizing Deal Communication Template

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Ensure clear and effective communication within your sales team by centralizing all deal-related messages using Priority Matrix. This template helps you set up and manage a centralized communication hub, reducing the risk of miscommunication or missed messages.

From project setup to ongoing monitoring, follow this step-by-step guide to keep everyone on the same page and ensure key information is never lost in email threads.

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Centralizing Deal Communication for Priority Matrix

Centralizing Deal Communication in Priority Matrix

Centralize deal communication using Priority Matrix to minimize miscommunication and missed messages.

You can start using Centralizing Deal Communication 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

Critical & Immediate

  • Project Setup in Priority Matrix due in 1 day
    ☐ Subtask1 Download and install Priority Matrix, ☐ Subtask2 Create a new project for the deal
  • Invite Team Members due in 2 days
    ☐ Subtask1 Identify all team members involved in the deal, ☐ Subtask2 Send them an invite to join the project

Critical & Not Immediate

  • Create Communication Guidelines due in 1 week
    ☐ Subtask1 Establish guidelines for how communication should be handled within the project
  • Train Team on Using Priority Matrix due in 2 weeks
    ☐ Subtask1 Organize a training session for all team members to familiarize them with Priority Matrix

Not Critical & Immediate

  • Initial Communication Test due in 2.5 weeks
    ☐ Subtask1 Conduct a test to ensure all team members are able to communicate effectively using Priority Matrix
  • Feedback Collection due in 3 weeks
    ☐ Subtask1 Collect feedback from team members to identify any issues with the new communication system

Not Critical & Not Immediate

  • Issue Resolution due in 4 weeks
    ☐ Subtask1 Address any issues identified during the feedback collection
  • Ongoing Monitoring due in 5 weeks
    ☐ Subtask1 Regularly monitor communication within the project to ensure everything is running smoothly