Sales Support Task Prioritization Template

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In a fast-paced creative agency, managing sales support tasks efficiently is crucial. This template helps you use a Priority Matrix to sort and prioritize tasks based on their urgency and importance, ensuring that critical tasks receive the attention they need.

By clearly defining priorities, this template helps reduce the risk of missing deadlines and ensures a smooth and effective sales support process.

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Sales Support Task Prioritization for Priority Matrix

Sales Support Task Prioritization in Priority Matrix

Prioritize sales support tasks based on urgency and importance for effective workflow management.

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Proposed Tasks

Urgent and Important

  • Task 1 due in 1 day
    ☐ Collect client data ☐ Prepare sales reports ☐ Update CRM
  • Task 2 due in 3 days
    ☐ Follow up with clients ☐ Organize client files ☐ Create sales presentation
  • Task 9 due in 3 months
    ☐ Conduct client survey ☐ Review sales processes ☐ Attend sales meeting
  • Task 10 due in 4 months
    ☐ Update client database ☐ Prepare for sales audit ☐ Coordinate with IT team
  • Task 17 due in 11 months
    ☐ Manage client inquiries ☐ Review sales targets ☐ Attend sales conference
  • Task 18 due in 1 year
    ☐ Update sales strategies ☐ Coordinate with product team ☐ Prepare for sales review

Important but not Urgent

  • Task 19 due in 13 months
    ☐ Manage sales leads ☐ Review sales reports ☐ Attend sales training
  • Task 20 due in 14 months
    ☐ Plan sales team meeting ☐ Coordinate with operations team ☐ Update sales forecast
  • Task 3 due in 1 week
    ☐ Review sales strategy ☐ Research market trends ☐ Attend sales training
  • Task 4 due in 2 weeks
    ☐ Prepare for client meeting ☐ Update sales forecast ☐ Coordinate with marketing team
  • Task 11 due in 5 months
    ☐ Review sales contracts ☐ Update sales training materials ☐ Attend networking event
  • Task 12 due in 6 months
    ☐ Plan sales strategy meeting ☐ Coordinate with HR team ☐ Update sales goals

Urgent but not Important

  • Task 5 due in 3 weeks
    ☐ Manage client complaints ☐ Track sales performance ☐ Prepare quarterly sales report
  • Task 6 due in 1 month
    ☐ Plan client appreciation event ☐ Coordinate with finance team ☐ Prepare annual sales report
  • Task 13 due in 7 months
    ☐ Conduct sales training ☐ Review client proposals ☐ Update sales plan
  • Task 14 due in 8 months
    ☐ Manage client relationships ☐ Track sales metrics ☐ Prepare for client visit

Not Urgent and not Important

  • Task 7 due in 6 weeks
    ☐ Update sales materials ☐ Organize sales data ☐ Attend industry conference
  • Task 8 due in 2 months
    ☐ Review client feedback ☐ Update sales targets ☐ Coordinate with production team
  • Task 15 due in 9 months
    ☐ Update client profiles ☐ Prepare sales brochures ☐ Attend sales webinar
  • Task 16 due in 10 months
    ☐ Review sales policies ☐ Coordinate with legal team ☐ Update sales projections