Pre-Sales Process Organization Template

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Organize and prioritize your pre-sales activities with this comprehensive template designed for pre-sales solutions engineers. From client meetings and solution demonstrations to proposal preparations, this template ensures that you stay on top of all your pre-sales tasks.

Utilize the Priority Matrix to plan and execute your pre-sales process effectively, leading to better client engagement and successful project outcomes.

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Pre-Sales Process Organization for Priority Matrix

Pre-Sales Process Organization in Priority Matrix

Streamline and prioritize your pre-sales tasks for a smoother, more effective pre-sales process.

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Proposed Tasks

High Impact, Quick Wins

  • Prepare Proposal Template due in 1 day
    ☐ Create a standard template for proposals ☐ Include sections for solution overview, benefits, pricing, and timeline ☐ Review and get approval from management
  • Schedule Client Meetings due in 1 day
    ☐ Identify potential clients ☐ Reach out to schedule meetings ☐ Prepare agenda for each meeting
  • Coordinate with Technical Team due in 2 days
    ☐ Ensure technical team understands client requirements ☐ Coordinate to prepare customized solutions ☐ Keep technical team updated about client feedback
  • Develop Solution Demo due in 1 week
    ☐ Identify key features to showcase ☐ Prepare script for the demo ☐ Practice the demo to ensure smooth delivery
  • Follow-up with Potential Clients due in 2 weeks
    ☐ Send follow-up emails ☐ Schedule follow-up calls ☐ Address any questions or concerns

High Impact, Long Term

  • Research Potential Clients due in 3 days
    ☐ Identify key decision-makers ☐ Understand their business needs ☐ Prepare customized approach for each client
  • Train Sales Team on Pre-Sales Process due in 2 weeks
    ☐ Explain the importance of pre-sales process ☐ Train on how to use the proposal template and deliver the solution demo ☐ Get feedback and make improvements
  • Review and Improve Pre-Sales Process due in 4 weeks
    ☐ Collect feedback from sales team and clients ☐ Identify areas for improvement ☐ Implement changes and monitor results

Low Impact, Quick Wins

  • Update CRM with Client Information due in 1 day
    ☐ Update client contact information ☐ Record meeting notes ☐ Set reminders for follow-up
  • Prepare Marketing Materials due in 1 week
    ☐ Identify key selling points ☐ Develop marketing collateral like brochures, presentations, etc. ☐ Review and get approval from management