Sales Deal Prioritization Project Template

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In the competitive consulting and professional services industry, prioritizing sales deals is crucial for closing important deals promptly. This template uses a Priority Matrix to help Sales Managers focus on high-value, high-urgency deals and delegate others to the team.

Follow the step-by-step tasks to identify top-value deals, prepare for negotiation meetings, and effectively delegate smaller deals to team members. By implementing these strategies, you can maximize revenue and improve client satisfaction.

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Sales Deal Prioritization Project for Priority Matrix

Sales Deal Prioritization Project in Priority Matrix

Prioritize high-value, high-urgency sales deals to maximize revenue and client satisfaction.

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Proposed Tasks

High Urgency & High Importance

  • Task 2: Prepare for negotiation meeting due in 2 days
    ☐ Review client's profile ☐ Prepare negotiation points
  • Task 4: Follow up on high-value deal due in 4 days
    ☐ Contact the client ☐ Discuss the deal
  • Task 6: Send proposal for a high-value deal due in 6 days
    ☐ Prepare the proposal ☐ Send the proposal to the client
  • Task 1: Identify top value deals due in 1 week
    ☐ Review the sales pipeline ☐ Identify high-value deals ☐ Set a follow-up plan
  • Task 10: Meet with a potential client due in 10 days
    ☐ Prepare for the meeting ☐ Attend the meeting

Low Urgency & High Importance

  • Task 5: Review sales pipeline due in 5 days
    ☐ Analyze current deals ☐ Adjust the sales strategy if needed
  • Task 7: Prepare for a sales presentation due in 1 week
    ☐ Prepare the presentation ☐ Practice the presentation
  • Task 9: Update sales forecast due in 9 days
    ☐ Review current sales data ☐ Update the sales forecast
  • Task 13: Prepare for a negotiation meeting due in 2 weeks
    ☐ Review client's profile ☐ Prepare negotiation points
  • Task 15: Follow up on medium-value deal due in 15 days
    ☐ Contact the client ☐ Discuss the deal
  • Task 16: Review sales pipeline due in 16 days
    ☐ Analyze current deals ☐ Adjust the sales strategy if needed
  • Task 17: Send proposal for a medium-value deal due in 17 days
    ☐ Prepare the proposal ☐ Send the proposal to the client
  • Task 18: Prepare for a sales presentation due in 3 weeks
    ☐ Prepare the presentation ☐ Practice the presentation
  • Task 20: Update sales forecast due in 3 weeks
    ☐ Review current sales data ☐ Update the sales forecast

High Urgency & Low Importance

  • Task 3: Delegate small deals due in 3 days
    ☐ Identify small deals ☐ Assign them to team members
  • Task 11: Follow up on a low-value deal due in 11 days
    ☐ Contact the client ☐ Discuss the deal
  • Task 12: Send proposal for a low-value deal due in 12 days
    ☐ Prepare the proposal ☐ Send the proposal to the client
  • Task 14: Delegate medium deals due in 2 weeks
    ☐ Identify medium deals ☐ Assign them to team members

Low Urgency & Low Importance

  • Task 8: Check on delegated tasks due in 8 days
    ☐ Review progress of delegated tasks ☐ Provide feedback and assistance if needed
  • Task 19: Check on delegated tasks due in 3 weeks
    ☐ Review progress of delegated tasks ☐ Provide feedback and assistance if needed