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Sales Execution Checklist

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Structure your checklist by team member, writing out tasks and deadlines for every person on the project. Each day as you write out your own tasks that need completion, you can also check your Team To-Do List to see who’s working on what, and if anything is due in that day. You can also include other tasks that you need to complete as part of your job.

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."

The checklists are prioritized lists of all the tasks that you need to carry out. They list everything that you have to do, with the most important tasks at the top of the list, and the least important tasks at the bottom.

Write down all of the tasks that you need to complete on the checklist. If they’re large tasks, break out the first action step, and write this down with the larger task. (Ideally, tasks or action steps should take no longer than 1-2 hours to complete.)

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