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Sales Strategy
Save Time and Finish Tasks with these Tips
May 24, 2016 | Lori Richardson lock

Productivity and getting things done in sales and business are integral for reaching new heights. Running two growing brands (Score More Sales and WOMENSalesPros) requires focus, planning and adjusting.

I’m far from perfect -- yet I wanted to share ideas that help us gain momentum and wins here at our home office and while on the road.

The graphic is a mind map of “my” world and what I am working and strategizing on. Within “Projects” are six categories and this is where the majority of my day is spent unless I’m delivering consulting or training or coaching:

My projects include:

  • Client
  • Marketing
  • Content
  • Personal + family + health
  • Passion project
  • Financial
  • “On hold” projects

After, I use the following tools in my work week:

  • Daily plan with specific "to do's"
  • Weekly plan
  • Monthly plan
  • Travel schedule
  • Editorial calendar
  • Checklists (daily tasks)
  • Monday check-on* with team; Friday check-on*

FYI: a “check-on” is different than a “check-in” – we are following up on specific action items

MY days may look different depending on whether I’m working out of my home office or with clients on the road.

If I am at the home office, the focus is on getting the “big rocks” done – those 2-3 things that need to move forward or completed today. Picture a jar of sand, pebbles, stones, and then 2-3 rocks. The 2-3 rocks go into the jar first, then the stones, then the pebbles, and lastly the sand fills up the jar which is a metaphor for your day. Complete the big 2-3 things FIRST – or get them scheduled FIRST, then the rest will follow suit.

Understand the difference between URGENT and IMPORTANT.

Read David Allen’s work and the GTD concepts to learn how to get things done.

Get everything out of your head and into a trusted place. You’ll be more creative that way.

Currently, we are focused on these areas of outreach and interaction with others – which includes email and phone, but is so much more:

  • LinkedIn
  • LinkedIn Groups (manage and participate in)
  • Email
  • Phone
  • Pinterest
  • Instagram
  • Facebook

If you are a seller or a sales leader your top priorities are:

  • Activities that result in sales (seller)
  • New revenue and supporting your sales reps (sales leader)

About the Author:

Lori RAs founder and CEO of Score More Sales, Lori Richardson lead efforts for B2B front-line sales growth and work with (or in conjunction with) technology brands worldwide. Lori’s a people person, a “super-connector” and she gets great joy in helping newer SDRs and other sales reps learn ways to grow net-new revenues. 

Disclaimer: The views and opinions expressed in this article are strictly those of the author. CPSA does not endorse any of the companies, products and services mentioned within this article.

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