Sales and Marketing Task Management Template

Sales and Marketing Task Management in Priority Matrix

Manage and monitor sales and marketing tasks to boost product visibility and customer engagement.

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Proposed Tasks

Critical & Immediate

• Task 1: Define Marketing Strategy due in 1 week
  ☐ Identify target market ☐ Determine marketing channels ☐ Formulate marketing message
• Task 2: Implement Marketing Campaign due in 2 weeks
  ☐ Design marketing materials ☐ Launch marketing campaign ☐ Track campaign performance
• Task 9: Update Marketing Materials due in 9 weeks
  ☐ Review current marketing materials ☐ Design new marketing materials ☐ Distribute new marketing materials
• Task 13: Train Sales Team on New Products due in 13 weeks
  ☐ Introduce new products to sales team ☐ Train sales team on product features and benefits ☐ Monitor sales team's ability to sell new products
• Task 17: Conduct Competitor Analysis due in 17 weeks
  ☐ Identify key competitors ☐ Analyze competitor sales and marketing strategies ☐ Plan strategies to gain competitive advantage

Important but not urgent

• Task 3: Analyze Sales Data due in 3 weeks
  ☐ Collect sales data ☐ Analyze sales trends ☐ Identify sales opportunities
• Task 4: Develop Sales Strategy due in 4 weeks
  ☐ Set sales targets ☐ Define sales process ☐ Train sales team on new strategy
• Task 10: Conduct Customer Feedback Survey due in 10 weeks
  ☐ Design feedback survey ☐ Distribute survey to customers ☐ Analyze survey results
• Task 14: Update Product Catalogue due in 14 weeks
  ☐ Review current product catalogue ☐ Add new products to catalogue ☐ Distribute updated catalogue
• Task 18: Improve Customer Service due in 18 weeks
  ☐ Train customer service team on new products ☐ Monitor customer service interactions ☐ Implement changes to improve customer service

Less Important but Urgent

• Task 5: Monitor Market Trends due in 5 weeks
  ☐ Research industry trends ☐ Analyze competitor activities ☐ Adjust marketing strategy based on market trends
• Task 6: Customer Relationship Management due in 6 weeks
  ☐ Track customer interactions ☐ Resolve customer issues ☐ Improve customer satisfaction
• Task 11: Update Sales Strategy due in 11 weeks
  ☐ Review current sales strategy ☐ Identify areas for improvement ☐ Implement changes to sales strategy
• Task 15: Evaluate Customer Loyalty Programs due in 15 weeks
  ☐ Analyze current loyalty programs ☐ Identify areas for improvement ☐ Plan new loyalty program initiatives
• Task 19: Update Website Content due in 19 weeks
  ☐ Review current website content ☐ Identify areas for improvement ☐ Update website content to reflect current products and marketing messages

Not urgent & not important

• Task 7: Evaluate Marketing Campaign Success due in 7 weeks
  ☐ Analyze campaign metrics ☐ Calculate return on investment ☐ Plan improvements for next campaign
• Task 8: Review Sales Performance due in 8 weeks
  ☐ Analyze sales data ☐ Identify top-performing products ☐ Plan strategies to boost underperforming products
• Task 12: Plan Next Marketing Campaign due in 12 weeks
  ☐ Review previous campaign success ☐ Identify areas for improvement ☐ Plan new marketing campaign
• Task 16: Review Pricing Strategy due in 16 weeks
  ☐ Analyze current pricing strategy ☐ Identify areas for improvement ☐ Implement changes to pricing strategy
• Task 20: Plan Social Media Strategy due in 20 weeks
  ☐ Identify target audience on social media ☐ Plan social media content ☐ Monitor social media engagement