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Sales Follow Up Checklist

To be well organized in the workplace, you need to be using To-Do Lists. By using them, you will ensure that: You remember to carry out all necessary tasks. You tackle the most important jobs first, and don’t waste time on trivial tasks. You don’t get stressed by a large number of unimportant jobs. - Start by listing all of the tasks that you must carry out.

Task checklist have each step written in details which need to be followed in chronological order. While To-do checklist include a list of personal things that need to be done one after the other or simultaneously over a fixed time period.

What you put on your checklist and how you use it will depend on your situation. For instance, if you’re in a sales-type role, a good way to motivate yourself is to keep your list relatively short, and aim to complete it every day.

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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