Prioritizing Sales Leads Template

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Effectively prioritize your sales leads to maximize potential sales and revenues in the competitive world of international sales. This template uses a Priority Matrix to rank potential clients based on urgency and importance, helping you focus on key opportunities.

By following the tasks outlined in this template, you can systematically identify, categorize, and engage with high-value leads, ensuring your efforts are targeted where they matter most.

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Prioritizing Sales Leads for Priority Matrix

Prioritizing Sales Leads in Priority Matrix

Rank and prioritize your sales leads to maximize international sales and revenue.

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Proposed Tasks

Urgent & Important

  • Task 1: Identify potential leads due in 1 day
    ☐ Research market trends ☐ Identify potential clients ☐ Collect contact information
  • Task 3: Contact high value leads due in 2 days
    ☐ Prepare personalized pitch ☐ Contact client
  • Task 2: Categorize leads based on potential value due in 1 week
    ☐ Analyze client's business ☐ Estimate potential deal value

Not Urgent but Important

  • Task 4: Follow-up with potential leads due in 1 week
    ☐ Send follow-up email ☐ Schedule follow-up call
  • Task 5: Review and update leads list due in 2 weeks
    ☐ Update client information ☐ Remove non-responsive leads
  • Task 6: Prepare monthly sales report due in 1 month
    ☐ Collect sales data ☐ Analyze sales performance ☐ Prepare report

Urgent but Not Important

  • Task 8: Update CRM with new leads due in 1 day
    ☐ Input new lead information ☐ Update existing lead information
  • Task 7: Attend networking event due in 3 weeks
    ☐ Prepare business cards ☐ Research attendees ☐ Network and collect leads
  • Task 9: Conduct market research due in 1 month
    ☐ Research market trends ☐ Identify potential new markets
  • Task 10: Review and update sales strategy due in 2 months
    ☐ Analyze sales performance ☐ Update sales strategy based on analysis

Not Urgent & Not Important

  • Task 13: Conduct sales team meeting due in 2 days
    ☐ Prepare meeting agenda ☐ Conduct meeting
  • Task 11: Review client feedback due in 3 days
    ☐ Collect client feedback ☐ Analyze feedback
  • Task 12: Update marketing materials due in 1 week
    ☐ Review current marketing materials ☐ Update materials based on feedback and trends
  • Task 14: Review competitor activities due in 1 week
    ☐ Research competitor activities ☐ Analyze impact on sales
  • Task 16: Update sales pitch due in 1 week
    ☐ Review current sales pitch ☐ Update pitch based on feedback and trends
  • Task 17: Review and update pricing due in 2 weeks
    ☐ Review current pricing ☐ Update pricing based on market trends and feedback
  • Task 15: Attend sales training due in 1 month
    ☐ Identify relevant training ☐ Attend training
  • Task 18: Conduct client satisfaction survey due in 1 month
    ☐ Prepare survey ☐ Send survey to clients ☐ Analyze results
  • Task 19: Review and update sales targets due in 1 month
    ☐ Review current sales targets ☐ Update targets based on sales performance and market trends
  • Task 20: Review and update sales forecast due in 2 months
    ☐ Review current sales forecast ☐ Update forecast based on sales performance and market trends