Sales Task Prioritization Using Eisenhower Matrix Template

More sales templates

In the fast-paced IT sales industry, focusing on critical tasks is essential for success. This template helps Sales Representatives use the Eisenhower Matrix to prioritize tasks based on urgency and importance, ensuring that the most critical sales objectives are met first.

By implementing this prioritization strategy, you can improve efficiency and productivity, making sure that high-priority tasks receive the attention they deserve.

Get this template on priority matrix

Sales Task Prioritization Using Eisenhower Matrix for Priority Matrix

Sales Task Prioritization Using Eisenhower Matrix in Priority Matrix

Prioritize your sales tasks effectively with the Eisenhower Matrix, ensuring critical objectives are met first.

You can start using Sales Task Prioritization Using Eisenhower Matrix 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

Neither Urgent nor Important

  • Close deal with key client (due in 2 days)
    ☐ Review contract details ☐ Prepare final presentation ☐ Set meeting
  • Prepare monthly sales report (due in 3 days)
    ☐ Collect sales data ☐ Analyze sales trends ☐ Prepare report document
  • Follow up with potential leads (due in 1 week)
    ☐ Review contact list ☐ Prepare follow-up emails ☐ Make follow-up calls
  • Attend networking event (due in 2 weeks)
    ☐ Prepare business cards ☐ Research event attendees ☐ Plan networking strategy
  • Update CRM system (due in 3 weeks)
    ☐ Review client interactions ☐ Update client details ☐ Input new leads
  • Train for new sales software (due in 1 month)
    ☐ Schedule training sessions ☐ Review software documentation ☐ Practice using software
  • Plan for quarterly sales meeting (due in 2 months)
    ☐ Prepare sales performance presentation ☐ Coordinate meeting logistics ☐ Invite team members
  • Review and update sales strategy (due in 3 months)
    ☐ Analyze current sales performance ☐ Identify areas for improvement ☐ Update sales strategy document
  • Conduct competitor analysis (due in 6 months)
    ☐ Identify key competitors ☐ Analyze competitor sales strategies ☐ Prepare competitor analysis report
  • Annual sales performance review (due in 1 year)
    ☐ Collect annual sales data ☐ Analyze sales trends and performance ☐ Prepare performance review presentation