GTD Project Tracker for Account Management Template

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Efficient time management is essential in the fast-paced world of sales and marketing. The GTD Project Tracker for Account Management template helps Account Managers prioritize and allocate their time effectively.

This template leverages the Priority Matrix to provide a clear visual representation of tasks, ensuring that critical activities are completed on time and nothing falls through the cracks. From preparing client meetings to updating databases, this tool aids in managing multiple responsibilities seamlessly.

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GTD Project Tracker for Account Management for Priority Matrix

GTD Project Tracker for Account Management in Priority Matrix

Effectively allocate and visualize your time to ensure critical tasks in account management are completed on time.

You can start using GTD Project Tracker for Account Management or other Sales Project Templates with Priority Matrix in just a few steps:

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  2. Start adding your items to the matrix
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Proposed Tasks

Critical & Immediate

  • Client Meeting Preparation due in 1 day
    ☐ Prepare Presentation ☐ Research Client Background ☐ Set Meeting Agenda
  • Client Follow-up due in 3 days
    ☐ Review Meeting Notes ☐ Prepare Follow-up Email
  • Sales Report Completion due in 1 week
    ☐ Analyze Sales Data ☐ Write Report ☐ Review and Edit

Critical & Not Immediate

  • New Product Training due in 2 weeks
    ☐ Attend Training Sessions ☐ Review Product Materials ☐ Practice Product Presentation
  • Monthly Sales Forecast due in 2 weeks
    ☐ Analyze Current Sales ☐ Forecast Future Sales ☐ Prepare Forecast Report
  • Update Client Database due in 1 month
    ☐ Verify Client Information ☐ Update Contact Details ☐ Add New Clients

Not Critical & Immediate

  • Team Meeting due in 1 day
    ☐ Prepare for Meeting ☐ Attend Meeting ☐ Take Meeting Notes
  • Send Client Proposals due in 2 days
    ☐ Finalize Proposal Details ☐ Prepare Proposal Documents ☐ Email Proposals to Clients

Not Critical & Not Immediate

  • Sales Strategy Planning due in 3 weeks
    ☐ Review Current Strategy ☐ Research New Sales Techniques ☐ Prepare Strategy Proposal
  • Annual Performance Review due in 1 month
    ☐ Review Performance Metrics ☐ Prepare Self-Evaluation ☐ Set Goals for Next Year