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Salesforce Checklist

Or, imagine you’re in a sales role and have a long list of people who you need to talk to. You write out a checklist of everyone you need to call and every client you need to see, and start prioritizing.

You may find it easier to compile several checklists (covering personal, study, and workplace, for example). Try different approaches and use the best for your own situation.

You can use checklists to manage exam preparation, reading lists, travel planning, project steps, personal tasks, professional goals, New Year’s resolutions, and more. Here’s examples of checklists to maximize your productivity.

Mastering procedural processes and repetitive tasks with checklists allows you to focus on the larger goals at hand. It’s the minutiae of the workday that can be easily forgotten at the detriment of other important projects.

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