Managing Sales Leads and Follow-ups Template
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Stay on top of your sales game by efficiently tracking and managing your sales leads and follow-ups. This template helps you keep track of potential clients, ensuring that every lead is followed up in a timely manner to maximize conversion opportunities.
By using this template, sales assistants can streamline their workflow, improve their follow-up processes, and ultimately increase their chances of closing deals. Ensure that no lead falls through the cracks and drive your sales success.
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Managing Sales Leads and Follow-ups in Priority Matrix
Track and manage your sales leads and follow-ups to ensure no opportunities are missed.
You can start using Managing Sales Leads and Follow-ups or other Sales Project Templates with Priority Matrix in just a few steps:
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Proposed Tasks
New Leads
-
Lead 1 due in 1 day
☐ Identify potential client's needs ☐ Present product information ☐ Send follow-up email -
Lead 5 due in 2 days
☐ Identify potential client's needs ☐ Present product information ☐ Send follow-up email -
Lead 6 due in 3 days
☐ Research potential client ☐ Reach out with introductory email ☐ Plan follow-up call -
Lead 9 due in 4 days
☐ Identify potential client's needs ☐ Present product information ☐ Send follow-up email -
Lead 10 due in 5 days
☐ Research potential client ☐ Reach out with introductory email ☐ Plan follow-up call -
Lead 2 due in 1 week
☐ Research potential client ☐ Reach out with introductory email ☐ Plan follow-up call
Follow-ups Due
-
Follow-up 1 due in 3 days
☐ Review previous communication ☐ Prepare tailored pitch ☐ Make follow-up call -
Follow-up 5 due in 1 week
☐ Review previous communication ☐ Prepare tailored pitch ☐ Make follow-up call -
Follow-up 9 due in 1 week
☐ Review previous communication ☐ Prepare tailored pitch ☐ Make follow-up call -
Follow-up 2 due in 2 weeks
☐ Discuss previous feedback ☐ Present revised proposal ☐ Arrange next steps -
Follow-up 6 due in 2 weeks
☐ Discuss previous feedback ☐ Present revised proposal ☐ Arrange next steps -
Follow-up 10 due in 2 weeks
☐ Discuss previous feedback ☐ Present revised proposal ☐ Arrange next steps
In Progress
-
Follow-up 3 in progress
☐ Feedback received ☐ Revised proposal sent ☐ Confirmation of receipt awaited -
Follow-up 7 in progress
☐ Feedback received ☐ Revised proposal sent ☐ Confirmation of receipt awaited -
Lead 3 in progress
☐ Initial contact made ☐ Product information sent ☐ Follow-up call scheduled -
Lead 7 in progress
☐ Initial contact made ☐ Product information sent ☐ Follow-up call scheduled
Completed
-
Follow-up 4 completed
☐ Final proposal accepted ☐ Contract signed ☐ Onboarding process initiated -
Follow-up 8 completed
☐ Final proposal accepted ☐ Contract signed ☐ Onboarding process initiated -
Lead 4 completed
☐ Potential client contacted ☐ Product demonstration given ☐ Follow-ups completed -
Lead 8 completed
☐ Potential client contacted ☐ Product demonstration given ☐ Follow-ups completed