Key Sales Task Tracker Template

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Ensure no important sales tasks are overlooked with the Key Sales Task Tracker template. Designed for Sales Engineers in the account-based marketing industry, this template uses Priority Matrix to help you track task progress and ensure timely completion of critical sales activities.

From client meetings and proposal development to market analysis and sales performance reviews, manage all your tasks effectively and stay on top of your sales game.

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Key Sales Task Tracker for Priority Matrix

Key Sales Task Tracker in Priority Matrix

Track and complete key sales tasks efficiently using Priority Matrix.

You can start using Key Sales Task Tracker or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
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If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Priority & Urgent Tasks

  • Client Meeting Preparation due in 1 day
    ☐ Research client's business ☐ Prepare a tailored sales pitch ☐ Plan meeting logistics
  • Sales Report due in 2 days
    ☐ Collect sales data ☐ Analyze sales trends ☐ Prepare report document
  • Sales Team Meeting due in 2 days
    ☐ Prepare meeting agenda ☐ Coordinate with team members ☐ Facilitate the meeting
  • Sales Presentation due in 3 days
    ☐ Prepare presentation slides ☐ Practice the presentation ☐ Collect necessary equipment
  • Sales Team Feedback Session due in 3 days
    ☐ Plan feedback session ☐ Collect feedback from team ☐ Implement feedback

High Priority & Non-Urgent Tasks

  • Proposal Development due in 1 week
    ☐ Understand client's needs ☐ Develop a comprehensive proposal ☐ Review proposal with sales team
  • Product Knowledge Update due in 1 week
    ☐ Study new product features ☐ Practice product demonstration ☐ Update sales materials
  • Sales Pipeline Review due in 1 week
    ☐ Review current pipeline ☐ Identify bottlenecks ☐ Update pipeline stages
  • Client Onboarding Process Review due in 1 week
    ☐ Review current onboarding process ☐ Identify areas for improvement ☐ Update onboarding process
  • Follow-up with Prospective Client due in 2 weeks
    ☐ Send follow-up email ☐ Plan follow-up call ☐ Prepare for possible objections

Low Priority & Urgent Tasks

  • Sales Forecasting due in 2 weeks
    ☐ Collect forecast data ☐ Analyze sales trends ☐ Prepare forecast report
  • Account Management due in 2 weeks
    ☐ Review account status ☐ Plan account activities ☐ Update account in CRM
  • Sales Tools Evaluation due in 2 weeks
    ☐ Review current tools ☐ Evaluate alternative tools ☐ Implement new tools
  • Customer Relationship Management due in 3 weeks
    ☐ Update CRM system ☐ Review customer interactions ☐ Plan customer engagement activities
  • Client Retention Strategy due in 3 weeks
    ☐ Review client feedback ☐ Plan client retention activities ☐ Update CRM with retention strategy

Low Priority & Non-Urgent Tasks

  • Sales Training due in 1 month
    ☐ Identify training needs ☐ Plan training schedule ☐ Prepare training materials
  • Market Analysis due in 1 month
    ☐ Research market trends ☐ Analyze competitor activities ☐ Update sales strategy
  • Sales Strategy Review due in 1 month
    ☐ Review current strategy ☐ Identify areas for improvement ☐ Update strategy document
  • Sales Performance Review due in 1 month
    ☐ Collect performance data ☐ Analyze performance trends ☐ Prepare performance report
  • Sales Process Optimization due in 1 month
    ☐ Identify process inefficiencies ☐ Plan process improvements ☐ Implement process changes