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Sales Management Checklist

The daily checklist template achieves three key goals; it allows you to record the date, write out your own tasks, and record your progress as you go. Many entries in this list return to the idea of simplicity, and this template is no exception – it’s simple enough to prevent any distraction, but customizable enough to provide almost infinite uses.

To use your checklist, simply work your way through it in order, dealing with the A priority tasks first, then the Bs, then the Cs, and so on. As you complete tasks, tick them off or strike them through.

One of the biggest advantages to using a software-based approach to manage your to do checklist is that you can update it easily. For example, instead of scratching off tasks and rewriting the list every day, software allows you to move and prioritize tasks quickly.

In the professional world, checklists are a huge component to the daily work of pilots and surgeons. Detailed step-by-step checklists help fight complacency in the cockpit, and maintain safe operation of the aircraft during all phases of flight, from gate to gate. In hospitals, medical teams use checklists to ensure surgical procedures go smoothly.

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