Sales Funnel Management Project Template

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Stay on top of your sales funnel with our comprehensive Sales Funnel Management template designed for the hospitality software industry. This template helps sales executives to efficiently manage their leads, ensuring timely follow-ups and successful deal closures.

By using this template, you'll be able to streamline your sales process, maintain a healthy pipeline, and ultimately boost your sales performance. Get started now to take control of your sales funnel and achieve your sales targets.

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Sales Funnel Management Project for Priority Matrix

Sales Funnel Management Project in Priority Matrix

Visualize and manage your sales funnel for timely follow-ups and successful deal closures.

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Proposed Tasks

Prospect Identification

  • Identify Potential Leads - due in 1 week
    ☐ Research and identify potential clients ☐ Document relevant details about potential clients
  • Initial Contact with Leads - due in 2 weeks
    ☐ Reach out to identified leads with introductory emails ☐ Set up calls or meetings with interested leads
  • Referral Requests - due in 10 weeks
    ☐ Ask satisfied clients for referrals ☐ Reach out to referred leads

Lead Nurturing

  • Product Presentation - due in 3 weeks
    ☐ Prepare custom product presentations for each lead ☐ Present the product to each lead
  • Follow-ups - due in 4 weeks
    ☐ Follow up with each lead after product presentation ☐ Address any queries or concerns

Deal Closure

  • Negotiate Deals - due in 5 weeks
    ☐ Negotiate pricing and contract terms with leads ☐ Finalize deals with leads
  • Close Deals - due in 6 weeks
    ☐ Get contracts signed ☐ Ensure smooth onboarding for each client

Post-Sale Follow-up

  • Post-Sale Follow-ups - due in 7 weeks
    ☐ Follow up with clients after sale ☐ Address any post-sale queries or concerns
  • Gather Feedback - due in 8 weeks
    ☐ Ask for feedback from clients ☐ Document feedback for future reference
  • Upsell and Cross-sell - due in 9 weeks
    ☐ Identify upselling and cross-selling opportunities ☐ Reach out to clients with new offers