Potential Clients Tracking Project Template

Potential Clients Tracking Project in Priority Matrix

Prioritize and track potential clients based on their value and urgency to maximize sales revenue.

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Proposed Tasks

Low Value, Not Urgent

• Identify Potential High Value Clients - Task 1 due in 1 week
  ☐ Research potential clients ☐ Assess their potential value ☐ Tag them in the CRM
• Reach Out to High Value, Urgent Clients - Task 2 due in 2 weeks
  ☐ Create personalized pitch ☐ Reach out via email ☐ Follow up with a call
• Track Responses - Task 3 due in 3 weeks
  ☐ Monitor email responses ☐ Track calls and voicemails ☐ Update CRM with response status
• Assess High Value, Not Urgent Clients - Task 4 due in 4 weeks
  ☐ Review potential clients ☐ Assess deal urgency ☐ Update CRM with urgency status
• Set Up Meetings with High Value, Urgent Clients - Task 5 due in 5 weeks
  ☐ Contact clients ☐ Schedule meetings ☐ Prepare for meetings
• Follow Up with High Value, Not Urgent Clients - Task 6 due in 6 weeks
  ☐ Send follow-up emails ☐ Make follow-up calls ☐ Assess interest and potential
• Monitor Low Value, Urgent Clients - Task 7 due in 7 weeks
  ☐ Review potential clients ☐ Assess deal urgency ☐ Update CRM with urgency status
• Reach Out to Low Value, Urgent Clients - Task 8 due in 8 weeks
  ☐ Create pitch ☐ Reach out via email ☐ Follow up with a call
• Track Responses - Task 9 due in 9 weeks
  ☐ Monitor email responses ☐ Track calls and voicemails ☐ Update CRM with response status
• Assess Low Value, Not Urgent Clients - Task 10 due in 10 weeks
  ☐ Review potential clients ☐ Assess deal urgency ☐ Update CRM with urgency status
• Set Up Meetings with Low Value, Urgent Clients - Task 11 due in 11 weeks
  ☐ Contact clients ☐ Schedule meetings ☐ Prepare for meetings
• Follow Up with Low Value, Not Urgent Clients - Task 12 due in 12 weeks
  ☐ Send follow-up emails ☐ Make follow-up calls ☐ Assess interest and potential
• Review and Update Clients' Status - Task 13 due in 13 weeks
  ☐ Review clients' responses ☐ Update CRM with status ☐ Identify next steps
• Prepare Reports - Task 14 due in 14 weeks
  ☐ Compile data ☐ Prepare reports ☐ Present to management
• Review and Adjust Strategy - Task 15 due in 15 weeks
  ☐ Review effectiveness of strategy ☐ Identify areas for improvement ☐ Adjust strategy as needed
• Train Sales Team on New Strategy - Task 16 due in 16 weeks
  ☐ Prepare training materials ☐ Conduct training sessions ☐ Assess understanding and implementation
• Review and Update CRM - Task 17 due in 17 weeks
  ☐ Review CRM data ☐ Update with new information ☐ Prepare for next round of outreach
• Plan Next Round of Outreach - Task 18 due in 18 weeks
  ☐ Review potential clients ☐ Plan outreach strategy ☐ Prepare outreach materials
• Conduct Next Round of Outreach - Task 19 due in 19 weeks
  ☐ Reach out to clients ☐ Track responses ☐ Update CRM
• Review and Adjust Strategy - Task 20 due in 20 weeks
  ☐ Review effectiveness of strategy ☐ Identify areas for improvement ☐ Adjust strategy as needed