Your daily run-through
Open your CRM, once a day
same time every day, make it a habit
Scan for anything stalled
a lead sitting too long is leaking
Advance every lead that's ready
move it one stage forward
Add a note and the next step
no lead leaves without one
Done. Close it.
short burst, not a marathon
5
MINUTES
DAILY
Worked daily, nothing slips through the cracks.
A miner's pickaxe and gold pan — there's gold in those hills.
Open it, scan, advance, note, done. Worked daily, nothing slips.