Sales Opportunity Prioritization Project Template

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In the competitive media industry, effective sales planning is crucial for driving revenue growth. This template provides a comprehensive guide to identifying and prioritizing high potential sales leads using a Priority Matrix. From researching market trends and analyzing competitor strategies to developing tailored sales pitches and negotiating deals, this step-by-step plan ensures you focus on the most promising opportunities.

Follow this template to streamline your sales process, improve conversion rates, and achieve your sales targets.

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Sales Opportunity Prioritization Project for Priority Matrix

Sales Opportunity Prioritization Project in Priority Matrix

Identify and prioritize high potential sales leads in the competitive media industry for effective sales planning and revenue growth.

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Proposed Tasks

Low Importance, Not Urgent

  • Task 19: Update Sales Strategy - due in 13 months
    ☐ Update sales strategy based on annual review
  • Task 20: Train Sales Team - due in 14 months
    ☐ Train sales team on updated strategy
  • Task 1: Identify Potential Sales Opportunities - due in 1 week
    ☐ Research market trends ☐ Analyze competitor strategies ☐ Identify potential clients
  • Task 2: Prioritize Sales Opportunities - due in 2 weeks
    ☐ Rank opportunities based on potential revenue ☐ Consider client readiness to buy
  • Task 3: Develop Sales Pitches - due in 3 weeks
    ☐ Develop tailored pitches for high priority opportunities ☐ Prepare general pitches for lower priority opportunities
  • Task 4: Contact High Priority Prospects - due in 1 month
    ☐ Reach out to high priority prospects ☐ Schedule meetings
  • Task 5: Follow Up on Initial Contacts - due in 5 weeks
    ☐ Follow up on initial meetings ☐ Address any concerns or questions
  • Task 6: Present Sales Pitches - due in 6 weeks
    ☐ Present tailored pitches to high priority prospects ☐ Present general pitches to lower priority prospects
  • Task 7: Negotiate Deals - due in 7 weeks
    ☐ Negotiate terms with high priority prospects ☐ Attempt to close deals
  • Task 8: Close Deals - due in 2 months
    ☐ Close deals with high priority prospects ☐ Follow up with lower priority prospects
  • Task 9: Onboard New Clients - due in 10 weeks
    ☐ Onboard new clients ☐ Ensure smooth transition
  • Task 10: Evaluate Sales Process - due in 3 months
    ☐ Evaluate effectiveness of sales process ☐ Make necessary adjustments
  • Task 11: Repeat Process - due in 4 months
    ☐ Repeat the process with new potential sales opportunities
  • Task 12: Quarterly Review - due in 4 months
    ☐ Review performance of the quarter ☐ Identify areas for improvement
  • Task 13: Update Sales Strategy - due in 5 months
    ☐ Update sales strategy based on performance review
  • Task 14: Train Sales Team - due in 5 months
    ☐ Train sales team on updated strategy
  • Task 15: Implement Updated Strategy - due in 6 months
    ☐ Implement updated sales strategy
  • Task 16: Monitor Performance - due in 7 months
    ☐ Monitor performance of updated strategy
  • Task 17: Adjust Strategy as Necessary - due in 8 months
    ☐ Make necessary adjustments to strategy
  • Task 18: Annual Review - due in 12 months
    ☐ Review performance of the year ☐ Identify areas for improvement