Daily

Check-in w Team

Check Cal

Check Admin

Check Dashboards

Weekly

CRM team meeting

Network w CRM for a few hours

Monthly

Set goals and targets

DAILY TASKS:

-Prioritize & plan your day, update the calendar for the day and the day before

-Fill out Daily Spreadsheet

-Update Admin for the network partners

-Go do the networking based on your plans and priorities

WEEKLY TASKS:

-Beginning of week: Plan week out. Travel, who you’re going to see, etc.

-Pull lead/deal data to see who is rerferring

-Follow up with Missed Deals

-Count up networking inventory - Put on spreadsheet

• Make inventory order when necessary

MONTHLY PRIORITIES:

-Lookup the dog related events in the cities you oversee and sign us up

• Lookup events into the future as well (homeshows, dog events, Southern Women’s Show)

-Pull your monthly numbers and compile data on who the best partners are