New Business Development Tracking Project Template

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Stay on top of your new business development efforts with this comprehensive tracking template. Designed for the cleaning services industry, this template helps you oversee and manage new business initiatives from identification to client onboarding.

Utilize this template to ensure that all tasks, from researching potential markets to preparing business development reports, are meticulously tracked and completed, guaranteeing nothing falls through the cracks.

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New Business Development Tracking Project for Priority Matrix

New Business Development Tracking Project in Priority Matrix

Oversee and track new business development initiatives for sustainable growth in the cleaning services industry.

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Proposed Tasks

High Impact, Quick Wins

  • Task 1: Identify New Business Opportunities (due in 1 week)
    ☐ Research potential markets ☐ Identify potential clients ☐ Analyze competitors
  • Task 2: Develop Business Proposals (due in 2 weeks)
    ☐ Prepare business proposals for potential clients ☐ Review and refine proposals
  • Task 3: Initiate Client Meetings (due in 3 weeks)
    ☐ Set up meetings with potential clients ☐ Prepare for client meetings

High Impact, Long Term

  • Task 4: Negotiate and Close Deals (due in 4 weeks)
    ☐ Negotiate terms with clients ☐ Close business deals
  • Task 5: Onboard New Clients (due in 5 weeks)
    ☐ Setup and implement client onboarding process ☐ Ensure smooth transition for new clients
  • Task 6: Track Business Development Initiatives (due in 6 weeks)
    ☐ Monitor progress of business development initiatives ☐ Identify and address any issues

Low Impact, Quick Wins

  • Task 7: Review and Refine Business Development Strategies (due in 7 weeks)
    ☐ Analyze effectiveness of business development strategies ☐ Refine strategies based on analysis
  • Task 8: Provide Training to Team Members (due in 8 weeks)
    ☐ Identify training needs of team members ☐ Arrange and provide necessary training
  • Task 9: Prepare Business Development Reports (due in 9 weeks)
    ☐ Prepare reports detailing business development activities and results ☐ Present reports to stakeholders

Low Priority / Etc.

  • Task 10: Regularly Update Stakeholders (due in 10 weeks)
    ☐ Regularly communicate business development progress to stakeholders ☐ Address any concerns or queries from stakeholders