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Sales Process Checklist

To-Do Lists can help you get, and stay, on top of important projects and piles of tasks or decisions. For instance, imagine you’re heading a team that’s working on a project. There are so many tasks to do, and so many people doing them, that staying on top of it all seems overwhelming.

Mark the importance of the task next to it, with a priority from A (very important) to F (unimportant). Redraft the list into this order of importance. Then carry out the jobs at the top of the list first. These are the most important, most beneficial tasks to complete. You can also use software-based approaches to manage your checklist. You can often access these from anywhere, and they can often be synced with your Smartphone or PDA.

When you do use checklist effectively, you’ll be much better organized, and you’ll be much more reliable. You’ll experience less stress, safe in the knowledge that you haven’t forgotten anything important. More than this, if you prioritize intelligently, you’ll focus your time and energy on high value activities, which will mean that you’re more productive, and more valuable to your team.

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.

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