Prioritizing and Tracking Sales Leads Template

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In the competitive OEM sales landscape, prioritizing and tracking leads is crucial for improving conversion rates. This template helps you implement the Quadrants method to identify and focus on high-value sales leads while delegating less urgent ones.

Follow a structured approach to implement a CRM tool, categorize leads by value, and ensure timely follow-ups. Boost your sales efficiency and effectiveness with this comprehensive guide.

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Prioritizing and Tracking Sales Leads for Priority Matrix

Prioritizing and Tracking Sales Leads in Priority Matrix

Focus on high-value sales leads and delegate less urgent ones using the Quadrants method.

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Proposed Tasks

Urgent and Important (Do first)

  • Task 1: Implement CRM tool due in 1 week
    ☐ Choose CRM tool ☐ Register and set up the tool ☐ Import existing leads data into the tool
  • Task 2: Train on CRM tool usage due in 2 weeks
    ☐ Learn how to use the tool ☐ Learn how to track and update lead status ☐ Learn how to generate reports
  • Task 7: Follow-up on high-value leads (urgent and important) due in 2 months
    ☐ Contact leads ☐ Update lead status in the system

Important but Not Urgent (Schedule)

  • Task 3: Categorize existing leads due in 3 weeks
    ☐ Identify high-value leads ☐ Identify medium-value leads ☐ Identify low-value leads
  • Task 4: Prioritize high-value leads due in 1 month
    ☐ Identify urgent and important leads ☐ Identify important but not urgent leads
  • Task 8: Schedule follow-up on high-value leads (important but not urgent) due in 3 months
    ☐ Schedule follow-up ☐ Set reminders in the system

Urgent but Not Important (Delegate)

  • Task 5: Delegate follow-up of medium-value leads due in 5 weeks
    ☐ Identify team members for delegation ☐ Assign leads to team members
  • Task 9: Monitor delegated tasks due in 4 months
    ☐ Check progress of delegated tasks ☐ Provide support if needed

Not Urgent, Not Important (Don't do)

  • Task 6: Discard low-value leads due in 6 weeks
    ☐ Identify leads to discard ☐ Remove leads from the system
  • Task 10: Assess system for improvements due in 5 months
    ☐ Identify potential improvements ☐ Implement improvements