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 for Priority Matrix

Managing Sales Leads and Follow-ups in Priority Matrix

Track and manage your sales leads and follow-ups to ensure no opportunities are missed.

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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