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Sales Opportunity Plan Checklist

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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.

A checklist template, often referred to as a ‘to-do list’, in order to manage tasks or items that need to be completed before a specific date or time. It is a helpful way to keep events and activities organized within a time-frame so that they are accomplished in a helpful way so that everything planned may be completed without forgetting an appointment, task, or chore. Create by filling-in online or handwriting after selecting one of the checklists to print.

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!

Mastering procedural processes and repetitive tasks with checklists allows you to focus on the larger goals at hand. It’s the minutiae of the workday that can be easily forgotten at the detriment of other important projects.

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