GTD Task and Deadline Tracking Project Template

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With the GTD Task and Deadline Tracking Project template, sales directors can leverage Priority Matrix to stay on top of their crucial tasks and deadlines. This template provides a structured approach to managing multiple tasks, from sales strategy meetings to vendor negotiations, ensuring that each opportunity receives the necessary attention on time.

Utilizing this template will help sales directors reduce stress, improve time management, and enhance overall efficiency by visualizing and prioritizing their tasks effectively.

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GTD Task and Deadline Tracking Project for Priority Matrix

GTD Task and Deadline Tracking Project in Priority Matrix

Efficiently track tasks and deadlines with Priority Matrix to ensure no sales opportunities are missed.

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Proposed Tasks

Critical & Immediate

  • Task 1: Sales Strategy Meeting due in 1 day
    ☐ Prepare agenda ☐ Invite stakeholders ☐ Prepare presentation
  • Task 2: Review Sales KPIs due in 3 days
    ☐ Gather sales data ☐ Analyze KPI performance ☐ Identify areas for improvement
  • Task 9: Annual Budget Planning due in 2 months
    ☐ Review current budget ☐ Forecast sales ☐ Prepare budget proposal
  • Task 10: Performance Review due in 10 weeks
    ☐ Review sales team performance ☐ Prepare feedback ☐ Schedule review meetings

Critical & Not Immediate

  • Task 3: Update Sales Pipeline due in 1 week
    ☐ Check lead status ☐ Update CRM ☐ Follow up with prospects
  • Task 4: Client Meeting due in 10 days
    ☐ Prepare for meeting ☐ Review client portfolio ☐ Identify upsell opportunities

Not Critical & Immediate

  • Task 5: Sales Training due in 2 weeks
    ☐ Prepare training materials ☐ Schedule training session ☐ Invite sales team
  • Task 6: Monthly Sales Report due in 3 weeks
    ☐ Gather sales data ☐ Analyze monthly performance ☐ Prepare report

Not Critical & Not Immediate

  • Task 7: Networking Event due in 1 month
    ☐ Register for event ☐ Prepare business cards ☐ Plan networking strategy
  • Task 8: Vendor Negotiation due in 5 weeks
    ☐ Review contract terms ☐ Prepare negotiation points ☐ Schedule meeting with vendor