Sales Pipeline Tracking Project Template

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Efficiently manage your sales pipeline with our comprehensive tracking template. This template helps you maintain a clear view of each step in the sales process, from identifying potential leads to closing the deal and post-sale follow-ups.

Using this template, you can ensure no lead falls through the cracks, thereby increasing your chances of a successful sale. It's designed to provide a structured approach to managing and tracking your sales activities in the AI recruitment software industry.

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Sales Pipeline Tracking Project for Priority Matrix

Sales Pipeline Tracking Project in Priority Matrix

Keep a clear view of your sales pipeline from initial contact to closing the sale.

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Proposed Tasks

Initial Contact

  • Task 1: Identify potential leads - due in 2 days
    Research and identify potential leads for the sales pipeline. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 2: Initial contact with leads - due in 1 week
    Make initial contact with identified leads. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Qualification

  • Task 3: Qualify leads - due in 2 weeks
    Qualify the leads to determine if they are a good fit for the product. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 4: Prepare sales pitch - due in 3 weeks
    Prepare a sales pitch tailored to the needs and wants of the lead. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Proposal

  • Task 5: Deliver sales pitch - due in 1 month
    Deliver the prepared sales pitch to the lead. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 6: Handle objections - due in 5 weeks
    Handle any objections or concerns raised by the lead. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 7: Follow up - due in 6 weeks
    Follow up with the lead after the sales pitch. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Closing

  • Task 8: Negotiate deal - due in 2 months
    Negotiate the deal with the lead. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 9: Close sale - due in 10 weeks
    Close the sale with the lead. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 10: Post-sale follow up - due in 3 months
    Follow up with the client after the sale. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3