GTD Sales Task & Deadlines Tracker Template
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Ensure no sales task slips through the cracks with the GTD Sales Task & Deadlines Tracker. This template helps Sales Directors prioritize and allocate time effectively, from updating CRM systems to planning for next quarter sales goals.
By visualizing and organizing your tasks, you can stay on top of deadlines, follow up with leads timely, and close deals efficiently. Elevate your sales management process and achieve your targets seamlessly.
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GTD Sales Task & Deadlines Tracker in Priority Matrix
Keep track of your sales tasks and deadlines with this effective time management tool.
You can start using GTD Sales Task & Deadlines Tracker or other Sales Project Templates with Priority Matrix in just a few steps:
- Click to sign in or create an account in the system
- Start adding your items to the matrix
- If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
Proposed Tasks
Less Important & Not Immediate
-
Task 1: Update CRM Due in 1 Day
☐ Update client information ☐ Follow up on leads -
Task 2: Prepare Sales Report Due in 3 Days
☐ Analyze sales data ☐ Compile report -
Task 3: Client Meeting Due in 1 Week
☐ Prepare presentation ☐ Confirm meeting logistics -
Task 4: Sales Forecast Due in 2 Weeks
☐ Gather data ☐ Prepare forecast -
Task 5: Attend Sales Training Due in 3 Weeks
☐ Register for training ☐ Complete pre-training tasks -
Task 6: Follow-up with Potential Clients Due in 4 Weeks
☐ Prepare follow-up emails ☐ Send emails -
Task 7: Review Sales Strategy Due in 5 Weeks
☐ Analyze current strategy ☐ Make necessary adjustments -
Task 8: Contact New Leads Due in 6 Weeks
☐ Research new leads ☐ Make initial contact -
Task 9: Sales Team Meeting Due in 7 Weeks
☐ Prepare agenda ☐ Lead meeting -
Task 10: Update Sales Targets Due in 8 Weeks
☐ Review current targets ☐ Set new targets -
Task 11: Prepare for Trade Show Due in 9 Weeks
☐ Register for event ☐ Prepare materials -
Task 12: Review Customer Feedback Due in 10 Weeks
☐ Collect feedback ☐ Analyze feedback -
Task 13: Plan Sales Incentives Due in 11 Weeks
☐ Research incentive options ☐ Implement incentives -
Task 14: Conduct Market Research Due in 12 Weeks
☐ Define research parameters ☐ Conduct research -
Task 15: Update Sales Training Materials Due in 13 Weeks
☐ Review current materials ☐ Update as necessary -
Task 16: Review Sales Team Performance Due in 14 Weeks
☐ Collect performance data ☐ Analyze data -
Task 17: Plan Sales Team Building Event Due in 15 Weeks
☐ Research event options ☐ Plan event -
Task 18: Review Competitor Sales Strategies Due in 16 Weeks
☐ Research competitors ☐ Analyze competitor strategies -
Task 19: Update Sales Process Due in 17 Weeks
☐ Review current process ☐ Make necessary changes -
Task 20: Plan for Next Quarter Sales Goals Due in 18 Weeks
☐ Review current goals ☐ Set new goals