
- Make sure your calendar is up to date and you know where you are going and when this week. (You can try to schedule more meetings in the same general location on those days when you are travelling somewhere).
- Make sure you did not miss any "To Do" items last week.
- Update your "To Do" list with items for this week.
- Schedule time to make important outbound calls/return messages.
- Add to your "new leads" list and research people to call.
- Update your distribution lists to ensure you are staying in contact with all the people you should.
- Add any new contacts into the CRM. Add them to newsletter/contact lists.
- Update systems with any information that might have been missed ... notes from meetings, updates on sales funnel, new leads etc.
- Make sure no important items were missed from "To Do" list.
- Add items to next weeks "To Do" list.
- Add weekly activities to your ales report so that by month end you don't miss anything.
- Add new tasks to "check lists" ... routine things you might do.
- Send interesting article to clients using distribution lists.
- Review your distribution lists to identify contacts that you should be meeting in the next month.
- Complete ALL appropriate internal paperwork/system updates (list it out so you don't miss anything)
- Schedule client follow-ups to ensure client satisfaction.
- Send thank you cards to client, to internal people who helped with sale, to anyone who may have helped with referrals etc.