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Sales Prospecting Plan Checklist

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Although using a paper checklist is an easy way to get started, software-based approaches can be more efficient in spite of the learning curve. These can remind you of events or tasks that will soon be overdue, they can also be synchronized with your phone or email, and they can be shared with others on your team, if you’re collaborating on a project.

To-Do Lists are particularly useful when you have a small number of tasks that you need to complete. However, they can become cumbersome when you have too many items on them, or when you need to progress multiple projects. At this stage, it’s worth starting to use Action Programs, which are designed to manage more complex situations reliably.

You may find it easier to compile several checklists (covering personal, study, and workplace, for example). Try different approaches and use the best for your own situation.

You can download an event planning checklist template to help you map the steps for your next event. You can even create checklists for each task you’ve broken down. If you’re planning a large gathering, a checklist can help prevent you from becoming overwhelmed. Make sure you download your templates on this page!

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