Effective Time Management for Sales Template

More sales templates

Achieve peak efficiency as a sales representative with our Effective Time Management for Sales template. Utilize the Priority Matrix to allocate your time wisely, focusing on high-priority tasks and maximizing sales opportunities.

This template provides a structured approach to managing your daily and weekly activities, ensuring that no tasks are neglected and you are always on top of your game.

Get this template on priority matrix

Effective Time Management for Sales for Priority Matrix

Effective Time Management for Sales in Priority Matrix

Master time management for sales with a Priority Matrix to focus on urgent and important tasks.

You can start using Effective Time Management for Sales 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 1: Follow-up with potential client due in 1 day
    ☐ Prepare for the call ☐ Make the call ☐ Send follow-up email
  • Task 2: Prepare weekly sales report due in 2 days
    ☐ Collect sales data ☐ Analyze sales data ☐ Write report

Important, Not Urgent

  • Task 3: Plan next week's schedule due in 3 days
    ☐ Review upcoming tasks ☐ Allocate time for each task
  • Task 4: Attend sales training due in 1 week
    ☐ Complete pre-training materials ☐ Attend training ☐ Implement learned strategies
  • Task 7: Quarterly sales meeting due in 2 weeks
    ☐ Prepare presentation ☐ Practice presentation ☐ Attend meeting
  • Task 8: Update sales forecast due in 3 weeks
    ☐ Review current sales ☐ Estimate future sales
  • Task 10: End-of-year review due in 1 month
    ☐ Review sales performance ☐ Set goals for next year

Urgent, Not Important

  • Task 5: Update CRM due in 2 days
    ☐ Review client notes ☐ Update client info
  • Task 6: Networking event due in 2 weeks
    ☐ Prepare business cards ☐ Research attendees ☐ Attend event
  • Task 9: Client appreciation event due in 1 month
    ☐ Plan event ☐ Invite clients ☐ Attend event