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Sales Prospecting Checklist

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!

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.

But in you’re in an operational role, or if tasks are large or dependent on too many other people, then it may be better to focus on a longer-term checklist, and "chip away" at it day-by-day. Many people find it helpful to spend, say, 10 minutes at the end of the day, organizing tasks on their list for the next day.

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.

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