Cheat Sheet

Targeting Your Outbound Efforts

Top performers use this prioritization matrix to close more deals. This guide explains how to easily build one yourself and win more often with a few simple hacks.

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What you'll learn

As a sales professional, your success hinges on identifying and engaging with the most promising prospects. But with limited time and resources, how can you ensure you focus your efforts on the right leads? That's where a lead prioritization matrix comes in.

A lead prioritization matrix is a tool that helps sales teams evaluate and rank leads based on their likelihood of converting into customers. By considering factors such as a prospect's budget control, authority, and need, a matrix can help you quickly identify the most promising opportunities for your business.

This article will explore the benefits of using a lead prioritization matrix and provide step-by-step instructions for creating one tailored to your specific sales goals and criteria.

A lead prioritization matrix can help you streamline your sales process and maximize success.

How to split down your personas?

Reaching out to different people often requires adapting your approach.

The steps to create your own matrix.

A step-by-step guide to create a prioritization matrix for your team.

A real-life example as inspiration.

We share a matrix example for teams targeting sales positions at companies.

Asked & Answered

Q: Who is this prioritization template for?

A: Everyone! But more specifically, the following three will thrive on it:

Q: What format is this template in?

A: It's easily digestible as a single pdf. Save a link on your computer for easy reference as you improve your craft.

Q: Why do many sales emails fail to appeal to a prospect?

A: A well-structured cadence starts with ensuring you are talking to the right person. There is no one-fits-all cadence where you can blindly enroll a prospect and hope for the best. Knowing who fits your messaging, product, and persona is crucial information to ensure your message resonates with the person on the other end.

Q: Does it include a sales prioritization example?

A: Yes, it does. We've included a real example of a matrix that multiple teams are using to approach prospects.

Q: Do you have more sales tips?

For sure, here are some of our most popular templates: