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Sales Execution Checklist

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.

To be well organized in the workplace, you need to be using To-Do Lists. By using them, you will ensure that: You remember to carry out all necessary tasks. You tackle the most important jobs first, and don’t waste time on trivial tasks. You don’t get stressed by a large number of unimportant jobs. - Start by listing all of the tasks that you must carry out.

But in you’re in an operational role, or if tasks are large or dependent on too many other people, then it may be better to focus on a longer-term checklist, and "chip away" at it day-by-day. Many people find it helpful to spend, say, 10 minutes at the end of the day, organizing tasks on their list for the next day.

By keeping such a checklist, you make sure that your tasks are written down all in one place so you do not forget anything important. And by prioritizing tasks, you plan the order in which you’ll do them, so that you can tell what needs your immediate attention, and what you can leave until later.

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