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Sales Prospecting Plan Checklist

To do lists shouldn’t take hours to set up, nor should they be complicated. Every second you spend setting up your task list and preparing for the work ahead is time wasted instead of getting out there and eliminating items from your schedule. You should be able to jot down your tasks, have just enough flexibility to work how you need to, and then get on with it. After all, isn’t the point of a to do list to help improve your productivity?

Structure your checklist by team member, writing out tasks and deadlines for every person on the project. Each day as you write out your own tasks that need completion, you can also check your Team To-Do List to see who’s working on what, and if anything is due in that day. You can also include other tasks that you need to complete as part of your job.

Keeping a properly structured and thought-out checklist sounds simple enough. But it can be surprising how many people fail to use them at all, never mind use them effectively. In fact, it’s often when people start to use them effectively and sensibly that they make their first personal productivity breakthroughs, and start making a success of their careers. The video, below, gives some tips on how you can start to use To-Do Lists more effectively.

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.

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