Financing Deals Prioritization Template

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Ensure you never miss a critical financing opportunity with our 'Financing Deals Prioritization' template. Designed for equipment finance brokers in the competitive financial services industry, this template uses the Quadrants method to help you focus on urgent and high-value deals while scheduling less urgent tasks effectively.

By adopting this prioritization strategy, you can enhance your deal management process, ensuring that high-impact and time-sensitive opportunities receive the attention they deserve.

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Financing Deals Prioritization for Priority Matrix

Financing Deals Prioritization in Priority Matrix

Prioritize urgent and high-value financing deals using the Quadrants method.

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Proposed Tasks

Urgent and Important

  • Finance deal 1 - due in 1 day
    ☐ Review Client's Financial Status ☐ Analyze Risk ☐ Complete Paperwork
  • Follow-up on completed deal 1 - due in 2 days
    ☐ Prepare Follow-up Report ☐ Send Follow-up Email
  • Finance deal 2 - due in 3 days
    ☐ Review Client's Financial Status ☐ Analyze Risk ☐ Complete Paperwork
  • Monthly report - due in 3 days
    ☐ Compile Data ☐ Prepare Report
  • Prepare for client meeting - due in 3 days
    ☐ Review Client's Financial Status ☐ Prepare Presentation

Important, Not Urgent

  • Finance deal 3 - due in 1 week
    ☐ Review Client's Financial Status ☐ Analyze Risk ☐ Complete Paperwork
  • Follow-up on completed deal 2 - due in 1 week
    ☐ Prepare Follow-up Report ☐ Send Follow-up Email
  • Review latest industry trends - due in 1 week
    ☐ Read Industry Reports ☐ Attend Webinars
  • Prepare for client meeting - due in 1 week
    ☐ Review Client's Financial Status ☐ Prepare Presentation
  • Finance deal 4 - due in 2 weeks
    ☐ Review Client's Financial Status ☐ Analyze Risk ☐ Complete Paperwork
  • Finance deal 9 - due in 1 month
    ☐ Review Client's Financial Status ☐ Analyze Risk ☐ Complete Paperwork
  • Finance deal 10 - due in 6 weeks
    ☐ Review Client's Financial Status ☐ Analyze Risk ☐ Complete Paperwork

Urgent, Less Important

  • Finance deal 5 - due in 1 day
    ☐ Review Client's Financial Status ☐ Analyze Risk ☐ Complete Paperwork
  • Finance deal 6 - due in 3 days
    ☐ Review Client's Financial Status ☐ Analyze Risk ☐ Complete Paperwork
  • Follow-up on completed deal 3 - due in 2 weeks
    ☐ Prepare Follow-up Report ☐ Send Follow-up Email
  • Prepare for client meeting - due in 2 weeks
    ☐ Review Client's Financial Status ☐ Prepare Presentation

Not Urgent, Not Important

  • Finance deal 7 - due in 1 week
    ☐ Review Client's Financial Status ☐ Analyze Risk ☐ Complete Paperwork
  • Finance deal 8 - due in 2 weeks
    ☐ Review Client's Financial Status ☐ Analyze Risk ☐ Complete Paperwork
  • Follow-up on completed deal 4 - due in 1 month
    ☐ Prepare Follow-up Report ☐ Send Follow-up Email
  • Prepare for client meeting - due in 1 month
    ☐ Review Client's Financial Status ☐ Prepare Presentation