Sales Task & Deadline Management Template

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Using Priority Matrix, this template helps sales representatives visualize and allocate their time to the most pressing tasks. It ensures no sales opportunity is missed by effectively managing various tasks such as client meetings, prospecting new clients, and preparing sales reports.

With clearly defined tasks and deadlines, sales representatives can improve their overall productivity and focus on closing more deals.

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Sales Task & Deadline Management for Priority Matrix

Sales Task & Deadline Management in Priority Matrix

Manage your sales tasks and deadlines efficiently to never miss a sales opportunity.

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Proposed Tasks

Neither Urgent nor Important

  • Client Meeting due in 1 day
    ☐ Prepare presentation ☐ Review client's requirements ☐ Confirm meeting time and venue
  • Team meeting due in 1 day
    ☐ Prepare meeting agenda ☐ Review team's progress ☐ Schedule meeting
  • Sales report due in 2 days
    ☐ Collect sales data ☐ Analyze sales trends ☐ Prepare report
  • Contract negotiation due in 2 days
    ☐ Review contract terms ☐ Prepare negotiation points ☐ Schedule negotiation meeting
  • Follow-up call with potential client due in 3 days
    ☐ Review client's needs ☐ Prepare product/service pitch ☐ Confirm call time
  • Product presentation due in 3 days
    ☐ Prepare presentation ☐ Practice presentation ☐ Confirm presentation time and venue
  • Client feedback follow-up due in 3 days
    ☐ Review client feedback ☐ Prepare response ☐ Schedule follow-up call
  • Product demo due in 3 days
    ☐ Prepare product demo ☐ Practice demo ☐ Confirm demo time and venue
  • Prospecting new clients due in 1 week
    ☐ Research potential leads ☐ Prepare introductory emails ☐ Schedule follow-up calls
  • Proposal submission due in 1 week
    ☐ Prepare proposal ☐ Review proposal ☐ Submit proposal
  • Sales targets review due in 1 week
    ☐ Collect sales data ☐ Compare with targets ☐ Prepare review report
  • Sales pitch revision due in 1 week
    ☐ Review current sales pitch ☐ Identify areas of improvement ☐ Revise sales pitch
  • Sales funnel review due in 1 week
    ☐ Analyze current sales funnel ☐ Identify bottlenecks ☐ Revise sales funnel
  • Sales training due in 2 weeks
    ☐ Review training materials ☐ Complete pre-training tasks ☐ Confirm training schedule
  • Review sales strategy due in 2 weeks
    ☐ Analyze current sales strategy ☐ Identify areas of improvement ☐ Revise sales strategy
  • Client relationship management due in 2 weeks
    ☐ Review client feedback ☐ Prepare client engagement activities ☐ Schedule client meetings
  • Sales process optimization due in 2 weeks
    ☐ Review current sales process ☐ Identify inefficiencies ☐ Revise sales process
  • Sales team performance review due in 2 weeks
    ☐ Collect sales team's performance data ☐ Analyze team's performance ☐ Prepare performance review report
  • Annual sales planning due in 1 month
    ☐ Collect sales data ☐ Set sales targets ☐ Prepare sales plan
  • Quarterly sales review due in 1 month
    ☐ Collect quarterly sales data ☐ Analyze sales trends ☐ Prepare quarterly review report