Life Contained's Personal Productivity Blog

Time Management Tales: Sales Rep in Chicago

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Life Contained conducts ongoing time management training for a financial services principal charged with business development. They collaborate to build systems and habits to maintain momentum and increase productivity...all with an eye toward having more fun at work and adding life moments.  

Following are a few of the courageous decisions she has made:

• Delegate research. Instead of spending precious call time researching who to call next, she decided delegating the task would not only free her up, but would enable someone else in the company to learn a valuable skill. (Implementation was a little rocky. She accidentally formed a habit of double checking fairly accurate work that she had to shake.)
  

• Assign weekly themes. To give the conversations more continuity, she decided to dedicate each week to a particular prospect segment. This not only enables her to truly dig into the mindset of her prospects, but also offers the opportunity to plan weekly themes in advance.

• Memorize SalesForce reports. To allow for tracking and single-click printing of information she frequently wanted, she decided to create and memorize new SalesForce reports.

• Plan for tomorrow at end of today. To diminish moments at home spent thinking about work, she plans tomorrow at the end of today. Printing her call list, reviewing her project list and completing a custom form we created helps her to close and open work days with more control.

• Ask for help. When she's feeling unsure about her numbers, she asks that accountability measures kick into high gear. Sending me daily or weekly emails to report activity is just enough social pressure to keep her charging forward.
  

What time management techniques have you fearlessly added to your work day to increase efficiency?