Lead Prioritization and Tracking Template

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Enhance your lead management process with our 'Lead Prioritization and Tracking' template. This project guides you through prioritizing leads using the Quadrants method, ensuring that high-potential prospects receive the attention they deserve while less promising leads are efficiently delegated.

With tasks ranging from setting up a CRM system to creating a lead prioritization matrix, this template is designed to streamline your sales efforts and optimize your team's productivity.

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Lead Prioritization and Tracking for Priority Matrix

Lead Prioritization and Tracking in Priority Matrix

Prioritize and track leads effectively using the Quadrants method to focus on high-potential prospects.

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Proposed Tasks

High Impact, Immediate Action

  • Task 1 due in 1 day: Set up lead tracking system
    ☐ Choose a CRM software ☐ Configure the CRM to match sales process ☐ Input existing leads into the CRM
  • Task 2 due in 1 week: Categorize existing leads
    ☐ Define criteria for lead categorization ☐ Categorize existing leads based on potential
  • Task 8 due in 2.5 months: Implement lead prioritization matrix
    ☐ Train team on using the matrix ☐ Implement the matrix in the CRM
  • Task 10 due in 3.5 months: Regularly update lead information
    ☐ Set up a schedule for updating lead information ☐ Communicate this schedule to the team

High Impact, Scheduled

  • Task 3 due in 2 weeks: Train team on lead tracking system
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Address any queries or issues
  • Task 4 due in 3 weeks: Define follow-up procedures
    ☐ Set up rules for lead follow-ups ☐ Communicate these rules to the team
  • Task 7 due in 2 months: Create a lead prioritization matrix
    ☐ Define criteria for lead prioritization ☐ Create a matrix using these criteria

Low Impact, Delegate

  • Task 5 due in 1 month: Delegate less promising leads
    ☐ Identify less promising leads ☐ Delegate these leads to junior team members

Low Impact, Review Later

  • Task 6 due in 1.5 months: Review and adjust system
    ☐ Collect feedback from team ☐ Make necessary adjustments to system
  • Task 9 due in 3 months: Review lead prioritization matrix
    ☐ Collect feedback from team ☐ Make necessary adjustments to matrix