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Sales Transition Plan Checklist

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Do you often feel overwhelmed by the amount of work you have to do, or do you find yourself missing deadlines? Or do you sometimes just forget to do something important, so that people have to chase you to get work done? All of these are symptoms of not keeping a proper "To-Do List."

Write down all of the tasks that you need to complete on the checklist. If they’re large tasks, break out the first action step, and write this down with the larger task. (Ideally, tasks or action steps should take no longer than 1-2 hours to complete.)

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.

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.

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