Time Management Checklist

 

Planning Time

 

1. I have a specific objective for each call.

 

1. I schedule my time monthly, weekly and daily.

 

1. I determine the best time of day to do corporate outreach and schedule accordingly.

 

1. I am skeptical of theories that sales can’t be made on certain days or at certain times.

 

1. I fill my schedule with phone calls between presentations and tours.

 

1. I keep office routine to a minimum and keep all paperwork up to date and accessible.

 

1. I base the frequency of calls on customer’s potential need rather than my convenience.

 

1. I keep in touch with the front desk to get word of developments that might affect my schedule.

 

1. I write out my thank you cards as soon as the person leaves my office, or in slow times.

 

Before The Call

 

1. I eliminate wasted calls by analyzing the need for every call.

 

2. I make sure all the presentation material is complete and in order to prevent wasted time and effort.

 

3. I review member data before the call