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Sales Territory Planning 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?

Run through these checklists allocating priorities from A (very important, or very urgent) to F (unimportant, or not at all urgent). If too many tasks have a high priority, run through the list again and demote the less important ones. Once you have done this, rewrite the list in priority order.

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.

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.

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