GTD Project Management for IT Sales Template

More information-technology templates

Optimize your IT sales workflow with the GTD Project Management for IT Sales template. This template helps you visualize and allocate time to the most pressing tasks, ensuring that no deadlines are missed and every project receives the attention it requires.

By using this template, you can effectively manage multiple IT sales projects, reduce stress, and enhance productivity through better time management.

Get this template on priority matrix

GTD Project Management for IT Sales for Priority Matrix

GTD Project Management for IT Sales in Priority Matrix

Manage IT sales projects efficiently with GTD methodology, ensuring all tasks are prioritized and deadlines are met.

You can start using GTD Project Management for IT Sales or other Information-Technology 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 & Important

  • Task 11: Update Sales Pitch due in 1 day
    ☐ Review current pitch ☐ Update with new product features
  • Task 1: Client Meeting Prep due in 2 days
    ☐ Review client brief ☐ Prepare presentation ☐ Coordinate with technical team
  • Task 2: Weekly Sales Report due in 5 days
    ☐ Gather sales data ☐ Analyze data ☐ Prepare report
  • Task 5: Product Demo for Client due in 3 weeks
    ☐ Coordinate with technical team ☐ Prepare demo script ☐ Conduct demo
  • Task 7: Review Contract Proposals due in 5 weeks
    ☐ Read through contracts ☐ Prepare feedback
  • Task 9: Follow up with Prospective Clients due in 2 months
    ☐ Prepare follow up emails ☐ Send emails ☐ Track responses
  • Task 19: Client Retention Strategy due in 2 months
    ☐ Review client churn ☐ Develop retention strategies

Important, Not Urgent

  • Task 12: Client Satisfaction Survey due in 4 days
    ☐ Prepare survey ☐ Distribute survey ☐ Analyze feedback
  • Task 4: Attend Sales Training due in 2 weeks
    ☐ Register for training ☐ Prepare for training
  • Task 6: Sales Strategy Meeting due in 1 month
    ☐ Prepare sales data ☐ Propose new strategies
  • Task 17: Client Onboarding Process Review due in 5 weeks
    ☐ Review current process ☐ Suggest improvements
  • Task 8: Networking Event due in 6 weeks
    ☐ Prepare business cards ☐ Prepare elevator pitch
  • Task 18: Market Research due in 6 weeks
    ☐ Identify market trends ☐ Analyze competitor strategies
  • Task 10: Annual Sales Forecast due in 3 months
    ☐ Review past sales data ☐ Prepare forecast
  • Task 20: Employee Performance Review due in 3 months
    ☐ Review employee performance ☐ Prepare feedback

Urgent, Not Important

  • Task 3: Update CRM due in 1 week
    ☐ Update client details ☐ Follow up on leads
  • Task 13: Update Sales Collateral due in 1 week
    ☐ Review existing collateral ☐ Update with new product information

Neither Urgent nor Important

  • Task 14: Team Building Event due in 2 weeks
    ☐ Plan event ☐ Coordinate with team
  • Task 15: Update LinkedIn Profile due in 3 weeks
    ☐ Review current profile ☐ Update with recent achievements
  • Task 16: Send Birthday Wishes to Clients due in 1 month
    ☐ Check client birthday dates ☐ Prepare and send wishes