GTD Tracking for Hospital Sales Template

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Efficiently manage your hospital sales tasks using the GTD (Getting Things Done) methodology. This template helps sales representatives prioritize and allocate their time to the most pressing tasks, ensuring no deadline is missed. From preparing sales presentations to following up with clients, and submitting reports, this template covers all essential sales activities.

Utilize Priority Matrix to visualize your tasks, reduce stress, and achieve better time management. Stay organized and focused, ensuring that each task receives the attention it requires within the stipulated timeframe.

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GTD Tracking for Hospital Sales for Priority Matrix

GTD Tracking for Hospital Sales in Priority Matrix

Manage hospital sales tasks effectively with GTD tracking to ensure all deadlines are met.

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Proposed Tasks

Critical & Immediate

  • Follow up with potential client due in 2 days
    ☐ Review meeting notes ☐ Prepare follow-up email
  • Review personal sales targets due in 2 days
    ☐ Compare current performance to targets ☐ Identify improvement strategies
  • Submit sales report due in 3 days
    ☐ Compile sales data ☐ Analyze performance ☐ Write report
  • Update sales forecast due in 3 days
    ☐ Review current sales data ☐ Adjust forecast
  • Prepare sales presentation due in 1 week
    ☐ Research hospital needs ☐ Highlight product benefits ☐ Practice presentation

Critical & Not Immediate

  • Attend sales training due in 2 weeks
    ☐ Review training materials ☐ Prepare questions
  • Review new pharmaceutical regulations due in 3 weeks
    ☐ Read new regulations ☐ Identify impact on sales
  • Plan for pharmaceutical trade show due in 1 month
    ☐ Register for event ☐ Prepare promotional materials ☐ Plan booth setup
  • Prepare for quarterly review due in 1 month
    ☐ Compile sales data ☐ Prepare presentation
  • Plan for end-of-year sales push due in 1 month
    ☐ Identify target hospitals ☐ Prepare sales plan
  • Conduct market research due in 2 months
    ☐ Identify research sources ☐ Analyze competitor products ☐ Compile research report

Not Critical & Immediate

  • Update CRM with new contacts due in 1 day
    ☐ Collect contact information ☐ Enter data into CRM
  • Meet with marketing team due in 2 days
    ☐ Prepare meeting agenda ☐ Discuss collaboration
  • Conduct customer feedback survey due in 1 week
    ☐ Prepare survey questions ☐ Send out survey
  • Conduct sales team meeting due in 1 week
    ☐ Prepare meeting agenda ☐ Discuss sales targets
  • Arrange meeting with new hospital due in 2 weeks
    ☐ Contact hospital administration ☐ Prepare meeting agenda

Not Critical & Not Immediate

  • Update product knowledge due in 2 weeks
    ☐ Review new product information ☐ Identify selling points
  • Update sales literature due in 1 month
    ☐ Review current literature ☐ Identify updates ☐ Coordinate with design team
  • Update professional development plan due in 1 month
    ☐ Identify new skills to learn ☐ Plan for training
  • Plan customer appreciation event due in 2 months
    ☐ Identify venue ☐ Prepare guest list ☐ Plan event schedule