Sales Activity and Task Prioritization Template

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Maximize your sales effectiveness by prioritizing tasks with the Eisenhower Matrix. This template helps you focus on urgent and important sales activities to ensure critical business opportunities are addressed first.

By categorizing tasks into quadrants, you can easily identify where to direct your efforts for the best sales outcomes. Improve your efficiency and close more deals with this structured approach.

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Sales Activity and Task Prioritization for Priority Matrix

Sales Activity and Task Prioritization in Priority Matrix

Prioritize your sales tasks using the Eisenhower Matrix for better sales outcomes.

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Proposed Tasks

Urgent & Important

  • Task 1: Identify high-value clients (due in 1 day)
    ☐ Identify key clients ☐ Assess their revenue potential ☐ Plan targeted sales pitch
  • Task 18: Follow up on high-priority leads (due in 1 day)
    ☐ Identify high-priority leads ☐ Send follow-up emails ☐ Document responses
  • Task 6: Meet potential clients (due in 2 days)
    ☐ Schedule meetings ☐ Prepare sales pitch ☐ Document outcomes
  • Task 10: Negotiate high-value deals (due in 2 days)
    ☐ Prepare negotiation strategies ☐ Conduct negotiations ☐ Close deals
  • Task 14: Close high-priority deals (due in 3 days)
    ☐ Follow-up on high-priority leads ☐ Negotiate deals ☐ Close deals

Important but not Urgent

  • Task 3: Develop new sales strategies (due in 2 weeks)
    ☐ Research market trends ☐ Analyze competitor strategies ☐ Formulate new sales strategies
  • Task 5: Attend sales training (due in 1 month)
    ☐ Register for training ☐ Attend sessions ☐ Implement learned techniques
  • Task 8: Update product knowledge (due in 1 month)
    ☐ Research new products ☐ Attend product training ☐ Update sales pitches
  • Task 12: Plan for next quarter sales (due in 1 month)
    ☐ Analyze current quarter performance ☐ Identify areas of improvement ☐ Set goals for next quarter
  • Task 15: Review and optimize sales process (due in 1 month)
    ☐ Analyze current sales process ☐ Identify bottlenecks ☐ Optimize process
  • Task 19: Review team performance (due in 1 month)
    ☐ Track team's sales performance ☐ Identify areas of improvement ☐ Provide feedback

Urgent but not Important

  • Task 16: Respond to client queries (due in 2 days)
    ☐ Receive client queries ☐ Prepare responses ☐ Send responses
  • Task 2: Update CRM system (due in 1 week)
    ☐ Enter new client data ☐ Update existing client information ☐ Maintain sales records
  • Task 7: Prepare weekly sales reports (due in 1 week)
    ☐ Collect sales data ☐ Analyze data ☐ Prepare report
  • Task 11: Conduct client satisfaction survey (due in 1 week)
    ☐ Prepare survey ☐ Send to clients ☐ Analyze responses
  • Task 20: Update sales materials (due in 1 week)
    ☐ Review current sales materials ☐ Update with new product information ☐ Distribute to team

Neither Urgent nor Important

  • Task 4: Follow up on low-priority leads (due in 3 days)
    ☐ Identify low-priority leads ☐ Send follow-up emails ☐ Document responses
  • Task 9: Cold calling (due in 3 days)
    ☐ Identify potential clients ☐ Make cold calls ☐ Document responses
  • Task 17: Study competitor strategies (due in 1 week)
    ☐ Identify main competitors ☐ Study their sales strategies ☐ Identify areas of improvement
  • Task 13: Attend networking event (due in 2 weeks)
    ☐ Register for event ☐ Prepare business cards ☐ Network with potential clients