Lead Prioritization Project Template

Lead Prioritization Project in Priority Matrix

Prioritize potential leads by business size, location, and potential revenue using a Priority Matrix for efficient conversion.

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2. Start adding your items to the matrix
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Proposed Tasks

High Potential, Immediate Action

• Compile Potential Leads List
  ☐ Identify potential leads ☐ Collect relevant information such as business size, location, and estimated revenue
• Create Action Plan for High Priority Leads
  ☐ Develop a strategy for approaching high priority leads ☐ Assign tasks to team members
• Create Priority Matrix
  ☐ Use Eisenhower method to create a Priority Matrix ☐ Place leads in relevant quadrants
• Rank Leads Based on Business Size
  ☐ Analyze business size of potential leads ☐ Rank leads accordingly

High Potential, Defer Action

• Rank Leads Based on Location
  ☐ Analyze location of potential leads ☐ Rank leads accordingly
• Rank Leads Based on Potential Revenue
  ☐ Estimate potential revenue from leads ☐ Rank leads accordingly

Low Potential, Immediate Action

• Monitor Progress of High Priority Leads
  ☐ Track progress of high priority leads ☐ Adjust strategy as necessary
• Review and Adjust Priority Matrix
  ☐ Review Priority Matrix regularly ☐ Adjust rankings as necessary

Low Potential, Defer Action

• Defer Action on Low Priority Leads
  ☐ Defer action on low priority leads ☐ Revisit these leads at a later date
• Evaluate Success of Prioritization Strategy
  ☐ Analyze conversion rates of high priority leads ☐ Adjust prioritization strategy as necessary