Sales Prioritization Project Template

More sales templates

Maximize your sales efforts by focusing on high-priority clients first. This template helps sales managers identify and prioritize the most lucrative deals using a Priority Matrix, ensuring that they receive the attention needed for successful closure.

Follow a structured approach to assess potential revenue, estimate the likelihood of closing, and develop personalized strategies to engage high-value clients efficiently.

Get this template on priority matrix

Sales Prioritization Project for Priority Matrix

Sales Prioritization Project in Priority Matrix

Prioritize high-value clients and close lucrative deals effectively.

You can start using Sales Prioritization Project 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

Low Potential Revenue, Low Likelihood

  • Identify potential clients - due in 1 week
    ☐ Research potential clients ☐ Compile a list of potential clients
  • Assess potential revenue - due in 2 weeks
    ☐ Analyze client's business size and potential needs ☐ Estimate potential revenue from each client
  • Estimate likelihood of closing - due in 3 weeks
    ☐ Determine client's readiness to buy ☐ Assess our competitive position
  • Prioritize clients in Q1 quadrant - due in 1 month
    ☐ Identify clients with high revenue potential and high likelihood of closing
  • Develop strategy for approaching Q1 clients - due in 5 weeks
    ☐ Design personalized sales pitches ☐ Plan timing and method of approach
  • Contact Q1 clients - due in 6 weeks
    ☐ Reach out to clients via email or phone ☐ Schedule meetings or product demos
  • Follow up with Q1 clients - due in 7 weeks
    ☐ Send follow-up emails ☐ Answer any questions or concerns
  • Close deals with Q1 clients - due in 2 months
    ☐ Negotiate contract terms ☐ Finalize deals
  • Evaluate success with Q1 clients - due in 3 months
    ☐ Determine how many deals were closed ☐ Calculate total revenue earned
  • Identify lessons learned - due in 3 months and 1 week
    ☐ Identify what worked and what didn't ☐ Use insights to improve future sales efforts
  • Prioritize clients in Q2 quadrant - due in 3 months and 2 weeks
    ☐ Identify clients with high revenue potential and low likelihood of closing
  • Develop strategy for approaching Q2 clients - due in 4 months
    ☐ Design personalized sales pitches ☐ Plan timing and method of approach
  • Contact Q2 clients - due in 4 months and 1 week
    ☐ Reach out to clients via email or phone ☐ Schedule meetings or product demos
  • Follow up with Q2 clients - due in 4 months and 2 weeks
    ☐ Send follow-up emails ☐ Answer any questions or concerns
  • Attempt to close deals with Q2 clients - due in 5 months
    ☐ Negotiate contract terms ☐ Try to finalize deals
  • Evaluate success with Q2 clients - due in 6 months
    ☐ Determine how many deals were closed ☐ Calculate total revenue earned
  • Identify lessons learned - due in 6 months and 1 week
    ☐ Identify what worked and what didn't ☐ Use insights to improve future sales efforts
  • Revise sales strategy - due in 6 months and 2 weeks
    ☐ Make necessary changes to sales strategy based on lessons learned
  • Implement revised sales strategy - due in 7 months
    ☐ Train sales team on revised strategy ☐ Begin implementing revised strategy
  • Monitor progress - due in 8 months
    ☐ Track success of new strategy ☐ Make further adjustments as necessary