HVAC Sales Lead Prioritization Template

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Enhance your HVAC sales process by effectively prioritizing leads based on urgency and importance. This template utilizes a Priority Matrix to rank leads, ensuring timely follow-ups and maximizing sales opportunities.

By following this template, Sales Engineers can manage their time efficiently, focus on high-priority leads, and achieve their sales targets with greater ease.

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HVAC Sales Lead Prioritization for Priority Matrix

HVAC Sales Lead Prioritization in Priority Matrix

Prioritize HVAC sales leads efficiently using a priority matrix.

You can start using HVAC Sales Lead Prioritization or other Sales Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Urgent and Important

  • Lead 1 - Follow up in 1 day
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 3 - Follow up in 2 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 5 - Follow up in 3 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 7 - Follow up in 4 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 8 - Follow up in 5 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 9 - Follow up in 6 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 11 - Follow up in 8 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 12 - Follow up in 9 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 14 - Follow up in 11 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 15 - Follow up in 12 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 17 - Follow up in 15 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 18 - Follow up in 16 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote

Important but Not Urgent

  • Lead 2 - Follow up in 1 week
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 10 - Follow up in 7 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 13 - Follow up in 10 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 4 - Follow up in 2 weeks
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 16 - Follow up in 2 weeks
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 19 - Follow up in 17 days
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 20 - Follow up in 3 weeks
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote
  • Lead 6 - Follow up in 1 month
    ☐ Send product brochure ☐ Arrange demo ☐ Provide quote