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Customer Retention Checklist

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Do you often feel overwhelmed by the amount of work you have to do, or do you find yourself missing deadlines? Or do you sometimes just forget to do something important, so that people have to chase you to get work done? All of these are symptoms of not keeping a proper "To-Do List."

What you put on your checklist and how you use it will depend on your situation. For instance, if you’re in a sales-type role, a good way to motivate yourself is to keep your list relatively short, and aim to complete it every day.

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!

To-Do Lists are particularly useful when you have a small number of tasks that you need to complete. However, they can become cumbersome when you have too many items on them, or when you need to progress multiple projects. At this stage, it’s worth starting to use Action Programs, which are designed to manage more complex situations reliably.

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