Sales Task Management and Deadline Tracking Template

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Streamline your sales activities with our 'Sales Task Management and Deadline Tracking' template. This tool helps you prioritize and allocate time to the most pressing tasks, ensuring that deadlines are never missed and your efficiency is maximized.

Perfect for sales consultants juggling multiple responsibilities, this template leverages effective time management techniques to enhance performance and productivity. Visualize your tasks, set priorities, and stay ahead of your deadlines with ease.

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Sales Task Management and Deadline Tracking for Priority Matrix

Sales Task Management and Deadline Tracking in Priority Matrix

Manage and track your sales tasks effectively to ensure no deadlines are missed and improve overall efficiency.

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Proposed Tasks

Critical & Immediate

  • Client Follow-up due in 2 days
    ☐ Follow up with client A ☐ Follow up with client B ☐ Follow up with client C
  • New Lead Outreach due in 2 days
    ☐ Research lead ☐ Prepare outreach email ☐ Send email
  • Product Training due in 3 days
    ☐ Review product materials ☐ Attend training session
  • Update CRM due in 3 days
    ☐ Update client information ☐ Input new leads
  • Sales Pitch Practice due in 3 days
    ☐ Prepare pitch ☐ Practice pitch
  • Client Proposal due in 1 week
    ☐ Research client needs ☐ Prepare proposal ☐ Review proposal
  • Quarterly Sales Goals Setting due in 1 week
    ☐ Review past performance ☐ Set new goals
  • Client Contract Review due in 1 week
    ☐ Review contract ☐ Identify issues ☐ Prepare report

Critical & Not Immediate

  • Sales Report due in 1 week
    ☐ Collect sales data ☐ Analyze sales data ☐ Prepare report
  • Sales Meeting Preparation due in 1 week
    ☐ Prepare agenda ☐ Review previous minutes ☐ Prepare presentation
  • Customer Satisfaction Survey due in 2 weeks
    ☐ Prepare survey ☐ Send out survey ☐ Analyze results
  • Product Catalogue Update due in 2 weeks
    ☐ Review current catalogue ☐ Identify updates ☐ Implement updates
  • Sales Strategy Review due in 3 weeks
    ☐ Review current strategy ☐ Identify improvements ☐ Prepare report
  • Monthly Sales Forecast due in 1 month
    ☐ Collect data ☐ Analyze trends ☐ Prepare forecast
  • Incentive Plan Review due in 1 month
    ☐ Review current incentives ☐ Identify improvements ☐ Prepare proposal
  • Market Research due in 1 month
    ☐ Identify research needs ☐ Conduct research ☐ Analyze findings

Not Critical & Immediate

  • Team Meeting in 1 week
    ☐ Prepare updates ☐ Review team members' updates
  • Networking Event in 2 weeks
    ☐ Prepare business cards ☐ Plan talking points

Not Critical & Not Immediate

  • Sales Training Webinar in 1 month
    ☐ Register for webinar ☐ Attend webinar
  • Team Performance Review due in 2 months
    ☐ Collect performance data ☐ Analyze performance ☐ Prepare report