Sales Pipeline Management Template

More sales templates

Maintain a well-organized sales pipeline to drive revenue growth and prevent missed opportunities. This template guides Sales Executives through the essential steps of setting up and managing a sales pipeline using Priority Matrix.

From defining pipeline stages to following up on leads and closing deals, this template ensures a structured approach to sales management, enhancing conversion rates and overall sales performance.

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Sales Pipeline Management for Priority Matrix

Sales Pipeline Management in Priority Matrix

Effectively track and manage your sales pipeline to ensure timely follow-ups and conversions.

You can start using Sales Pipeline Management or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Neither Urgent nor Important

  • Task 1: Set up Priority Matrix due in 1 day
    ☐ Download and Install Priority Matrix ☐ Set up an Account ☐ Understand the Basics
  • Task 2: Define Sales Pipeline Stages due in 3 days
    ☐ Identify Stages ☐ Define Criteria for Each Stage
  • Task 3: Identify Potential Leads due in 1 week
    ☐ Research Potential Clients ☐ Add to Priority Matrix
  • Task 4: Initial Contact with Leads due in 2 weeks
    ☐ Email/Call Leads ☐ Record Initial Response
  • Task 5: Follow-up on Leads due in 3 weeks
    ☐ Follow-up Calls/Emails ☐ Update Lead Status
  • Task 6: Schedule Meetings due in 1 month
    ☐ Schedule Meetings with Interested Leads ☐ Prepare Meeting Agenda
  • Task 7: Conduct Meetings due in 5 weeks
    ☐ Conduct Meetings ☐ Update Lead Status
  • Task 8: Send Proposals due in 6 weeks
    ☐ Prepare Proposals ☐ Send to Leads
  • Task 9: Follow-up on Proposals due in 7 weeks
    ☐ Follow-up Calls/Emails ☐ Update Lead Status
  • Task 10: Close Deals due in 2 months
    ☐ Negotiate Terms ☐ Close Deals
  • Task 11: Onboard New Clients due in 9 weeks
    ☐ Set up Initial Meeting ☐ Introduce to Team
  • Task 12: Monitor Sales Pipeline due in 10 weeks
    ☐ Review Lead Status ☐ Identify Bottlenecks
  • Task 13: Review Sales Performance due in 11 weeks
    ☐ Analyze Conversion Rates ☐ Identify Areas for Improvement
  • Task 15: Conduct Sales Training due in 13 weeks
    ☐ Plan Training Sessions ☐ Conduct Training
  • Task 14: Update Sales Strategy due in 3 months
    ☐ Update Sales Strategy Based on Performance ☐ Communicate Changes to Team
  • Task 16: Update Priority Matrix due in 14 weeks
    ☐ Update Lead Status ☐ Add New Leads
  • Task 17: Conduct Team Meetings due in 15 weeks
    ☐ Discuss Sales Performance ☐ Address Concerns
  • Task 19: Implement Feedback due in 17 weeks
    ☐ Update Sales Process Based on Feedback ☐ Communicate Changes to Team
  • Task 18: Review Client Feedback due in 4 months
    ☐ Collect Client Feedback ☐ Identify Areas for Improvement
  • Task 20: Review Sales Pipeline due in 18 weeks
    ☐ Review Lead Status ☐ Identify Bottlenecks