Sales Lead Prioritization and Tracking Template

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In the competitive hurricane impact windows and doors industry, effective lead prioritization is crucial. This template helps you use the Quadrants method to focus on high-potential leads while delegating less promising ones.

By implementing this project, you can ensure that important customers are attended to first, thereby optimizing your resource allocation and boosting sales performance.

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Sales Lead Prioritization and Tracking for Priority Matrix

Sales Lead Prioritization and Tracking in Priority Matrix

Prioritize and track sales leads to ensure high-potential customers get the attention they deserve.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Set up a CRM system - due in 1 week
    ☐ Research and select a CRM system ☐ Set it up for the team ☐ Train the team on how to use it
  • Task 2: Import existing leads into the system - due in 2 weeks
    ☐ Compile all existing leads ☐ Import them into the CRM
  • Task 6: Set up a follow-up system - due in 6 weeks
    ☐ Create a follow-up schedule ☐ Implement it into the CRM
  • Task 9: Monitor industry trends and adjust lead strategies - due in 2.5 months
    ☐ Keep an eye on industry trends ☐ Adjust lead strategies as necessary
  • Task 13: Update follow-up system based on lead progress - due in 4.5 months
    ☐ Adjust follow-up schedule based on lead progress
  • Task 15: Review and adjust lead strategies based on industry trends - due in 5.5 months
    ☐ Monitor industry trends ☐ Adjust lead strategies
  • Task 19: Update follow-up system based on lead progress - due in 7.5 months
    ☐ Adjust follow-up schedule based on lead progress

High Impact, Not Urgent

  • Task 3: Categorize leads based on potential - due in 3 weeks
    ☐ Analyze each lead ☐ Categorize them based on potential
  • Task 4: Assign high-potential leads to senior sales reps - due in 1 month
    ☐ Identify high-potential leads ☐ Assign them to senior sales reps
  • Task 7: Conduct weekly reviews of lead progress - due in 7 weeks
    ☐ Review each lead's progress weekly ☐ Adjust strategies as necessary
  • Task 8: Provide additional training for sales reps as needed - due in 2 months
    ☐ Identify training needs ☐ Provide necessary training
  • Task 10: Conduct quarterly reviews of the system - due in 3 months
    ☐ Review the effectiveness of the CRM and lead strategies ☐ Make necessary adjustments
  • Task 14: Conduct additional training for sales reps - due in 5 months
    ☐ Identify additional training needs ☐ Provide necessary training
  • Task 16: Conduct semi-annual review of the system - due in 6 months
    ☐ Review the effectiveness of the CRM and lead strategies ☐ Make necessary adjustments
  • Task 20: Conduct final annual review of the system - due in 8 months
    ☐ Review the effectiveness of the CRM and lead strategies ☐ Make necessary adjustments

Low Impact, Urgent

  • Task 5: Delegate low-potential leads to junior sales reps - due in 5 weeks
    ☐ Identify low-potential leads ☐ Delegate them to junior sales reps
  • Task 11: Update lead categorization - due in 3.5 months
    ☐ Reevaluate lead potential ☐ Update categorizations
  • Task 12: Reassign leads based on updated categorizations - due in 4 months
    ☐ Reassign leads based on new categorizations
  • Task 17: Update lead categorization - due in 6.5 months
    ☐ Reevaluate lead potential ☐ Update categorizations
  • Task 18: Reassign leads based on updated categorizations - due in 7 months
    ☐ Reassign leads based on new categorizations