Close More Deals, Chase Fewer Dead Ends
Learn the prioritization system that helps top performers manage pipelines, hit quotas, and still have a life. Start with our free templates.
Free printable Eisenhower Matrix templates for sales representatives. No email required.
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Your Pipeline Prioritization System
Used by presidents and CEOs, this simple framework helps you focus on activities that actually close deals, not just keep you busy.
Urgent & Important
Real deal closers - handle immediately
Example: Contract expiring today, hot lead ready to sign
Not Urgent & Important
Pipeline builders - your success zone
Example: Relationship building, strategic accounts, skill development
Urgent busywork - automate or delegate
Example: Data entry, routine follow-ups, meeting scheduling
Time wasters - eliminate these
Example: Tire kickers, dead deals, endless internal meetings
Focus on high-value activities that move deals forward, not just create motion.
Stop chasing every lead. Identify and prioritize the ones that will actually close.
Eliminate bottlenecks and time-wasters that slow down your deals.
Choose your format below
All leads, tasks, and activities
Use our sales-specific questions
Created by sales pros who've been in the trenches
All the power of paper, plus sales superpowers
"Add follow up with Johnson Corp next week important"
Transcript:
"Schedule demo with ABC Company decision maker"
AI Parsed Result:
Task: Demo with ABC Company decision maker
Due: This week
Quadrant: Q2 - Not Urgent & Important
Visual organization by deal stage
Closing
Send contract to TechCorp
Qualifying
Discovery call with StartupXYZ
Prospecting
Research Fortune 500 targets
Separate boards for different territories or products
Enterprise Tasks
Proposals, contracts, call notes - right on the task
Enterprise Pricing Guide.pdf
245 KB • PDF Document
Contract Template.docx
128 KB • Word Document
ROI Calculator Screenshot.png
1.2 MB • Image
Pro tip: All attachments are securely stored and can be viewed directly in the app without downloading.
Weekly pipeline reviews, monthly check-ins - automated
Weekly Quizzes (Auto-recurring)
Team Meetings (Every Tuesday)
Update deals from anywhere - no app needed