Sales Pipeline Management & Prioritization Project Template

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Keep track of all ongoing sales deals and prioritize them effectively with this comprehensive template. By utilizing a priority matrix and the Eisenhower method, you can ensure that your most urgent and important deals receive the attention they deserve.

This template provides detailed steps for identifying, evaluating, prioritizing, and managing your sales pipeline, ultimately leading to increased sales revenue and better deal management.

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Sales Pipeline Management & Prioritization Project for Priority Matrix

Sales Pipeline Management & Prioritization Project in Priority Matrix

Manage and prioritize your sales pipeline to ensure no deal is missed and increase your sales revenue.

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Proposed Tasks

High Urgency, High Importance

  • Task 1: Identify potential deals
    ☐ Research and list potential deals ☐ Review historical sales data for similar deals ☐ Perform initial evaluation of potential profitability
  • Task 2: Evaluate potential deals
    ☐ Analyze potential deals for profitability ☐ Assess risks associated with each deal
  • Task 6: Negotiate deals
    ☐ Negotiate terms of deals with clients ☐ Ensure that deals are profitable for the company
  • Task 7: Close deals
    ☐ Finalize and close deals with clients ☐ Ensure that all paperwork is completed correctly

Low Urgency, High Importance

  • Task 3: Prioritize deals
    ☐ Use Eisenhower method to prioritize deals ☐ Create a priority matrix for visualizing deal priorities
  • Task 8: Onboard new clients
    ☐ Onboard new clients ☐ Ensure that they understand the terms of the deal and their obligations
  • Task 9: Monitor deal progress
    ☐ Monitor the progress of each deal ☐ Address any issues that arise

High Urgency, Low Importance

  • Task 4: Set up meetings with potential clients
    ☐ Schedule meetings with potential clients ☐ Prepare sales pitch for each client
  • Task 5: Follow up with potential clients
    ☐ Follow up with potential clients after meetings ☐ Address any concerns or questions they may have

Low Urgency, Low Importance

  • Task 10: Review and adjust priorities as necessary
    ☐ Review deal priorities regularly ☐ Adjust priorities as necessary based on changes in the business environment or deal status