Follow-Up Tracking Project Template

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Efficient follow-ups are crucial for maintaining strong relationships and driving sales in the medical practice industry. This template helps inside sales professionals manage their follow-up schedule effectively using Priority Matrix's task management features.

With dedicated tasks for following up with hospitals, doctors, and potential clients, this template ensures that no opportunity is missed, enhancing both client satisfaction and sales outcomes.

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Follow-Up Tracking Project for Priority Matrix

Follow-Up Tracking Project in Priority Matrix

Ensure timely follow-ups with clients, doctors, and hospitals to improve sales and client relations in the medical practice industry.

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Proposed Tasks

Urgent and Important

  • Follow-up with Hospital A due in 1 day
    ☐ Prepare presentation ☐ Review hospital's needs ☐ Confirm meeting time
  • Follow-up with Hospital I due in 1 day
    ☐ Prepare presentation ☐ Review hospital's needs ☐ Confirm meeting time
  • Send follow-up email to Hospital D due in 3 days
    ☐ Write email draft ☐ Review and send
  • Send follow-up email to potential client J due in 3 days
    ☐ Write email draft ☐ Review and send
  • Follow-up with Doctor B due in 1 week
    ☐ Send product information ☐ Arrange product demo
  • Follow-up with Doctor H due in 1 week
    ☐ Send product information ☐ Arrange product demo

Important but not Urgent

  • Schedule follow-up call with Doctor E due in 1 week
    ☐ Prepare call script ☐ Review doctor's feedback
  • Prepare for follow-up with potential client C due in 2 weeks
    ☐ Research client's business ☐ Prepare customized proposal
  • Prepare for follow-up with potential client G due in 2 weeks
    ☐ Research client's needs ☐ Prepare customized proposal

Urgent but not Important

  • Plan follow-up visit to Hospital F due in 3 weeks
    ☐ Plan travel itinerary ☐ Prepare necessary documents