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Customer Retention Checklist

Or, imagine you’re in a sales role and have a long list of people who you need to talk to. You write out a checklist of everyone you need to call and every client you need to see, and start prioritizing.

Although using a paper checklist is an easy way to get started, software-based approaches can be more efficient in spite of the learning curve. These can remind you of events or tasks that will soon be overdue, they can also be synchronized with your phone or email, and they can be shared with others on your team, if you’re collaborating on a project.

All of us think, plan and work differently. A program that works well for a colleague might not work well for you simply because you learn and think in your own way. This is why it’s useful to research and try several different ways of compiling your checklist before deciding on a single system.

With this checklist, you can write out your goals and dreams. Figure out where you are right now in terms of achieving those goals and what you need to do to get to them. One of your first steps toward your goals might be asking someone else what they think you need to do – there are a lot of experts on campus to talk to!

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