This life moves like a world wind. Work, little league, dance class, yoga family time church on and on. How do we keep track of it all and balance a sales career or just a life? It certainly is not easy to stay organized but it can be done and the key is planning and some very simple tools that everyone knows about but few take advantage of correctly.
#1. You must know where you want to go and what needs to be accomplished, so having written goals is extremely important. People that know me think I sound like a broken record but the reality is that less than 10% of people have written goals. That’s probably why so many are on Prozac!.
#2. You MUST keep a calendar and use it daily. Your calendar can’t be one that is by the month it needs to be a week at a glance with hours 6 am to 10 pm slots for each day. Most of us live our lives by the hour. Dentist appointment is at 9 am, sales appointments at 11:30 am and 1:30 pm, pick up the kids at 4 pm. How can you possibly write all those times in a little box on a monthly calendar much less make changes, especially if you use a pen. Having a week at a glance calendar whether paper or on line (google has a great one) will make your life so much easier.
#3. Use a pencil if you use a paper calendar,enough said.
#4. Sit with your calendar at the beginning of each month and plug in the things that are repetitive and need to be done weekly or daily. You set an appointment with your Doctor a month ago if you don’t have it calendared you book a sales appointment for the same time, something has to be cancelled. How many times has that happened. Johnny has a ball game, you set an appointment. You have a weekly meeting, put it down. No wonder your going crazy.
#5. Use a “TO DO LIST” every evening or morning sit with your calendar and assess your upcoming day and prioritize activities also add the little nit picking items that have to get done.
- 9 am sales meeting
- 10-11 call session
- 2 pm client appointment
- pick up laundry
- call Mrs. Jones
This will make sure you minimize missing anything important and help you not to have to retrace your tracks,
#6. Cross off items as you complete them and add to list as needed. There is a great since of accomplishment if you use a “TO DO” list and cross off things accomplished throughout the day.
#7. MAKE SURE YOU USE THE CALENDAR DAILY.
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