Printable Link: Here

Daily To-Do, Priorities & KPI’s (Key Performance Indicators)

Daily Priorities

1) Sell

2) Network (Parks, Apartments, Dog businesses, etc.)

3) Calls (Pulling lists from DB, etc.)

Sub-Priorities

4) Fill up your schedule with stuff that produces (calls, networking, following up with clients, etc.)

5) Admin & study ONLY during non-Golden hours (cert prep, cert tests, gas app, additional study, etc)

Golden Hours: 4-6:30 on Weekdays and all day on Saturdays

6) Additional voluntary work for the team

Special Tasks

Tuesday, 10-11:30 - Team meeting & sales meeting

Saturday & Tuesday Nights - Group Games (Sometimes)

Varies - Assist in trial ride days for new recruits, etc

Eval Pro KPI’s (Key PERFORMANCE Indicators)

Current:

[]Hit Your Revenue Goal/Quota (Pro tip: don’t just hit your goal, crush your numbers!)

[] 70%+ Closing Ratio Day Of

[] 80%+ Closing Ratio NON-Day Of

Old:

[]Bring in X amount of referral deals/month

[]Bring in X amount of cold call deals/month

Daily, Weekly & Monthly To-Do Lists

Daily Tasks

1) Plan out your day (Regardless of if it gets stuck to, plan your day with intention.)

Deadline: This needs to happen before you start your day.

2) Track your numbers using your spreadsheet

3) Do Deal Admin (Deal Done, Deal Pending “T3.2”, Deal Miss)

Note: If you do evals Tuesday your admin needs to be complete by the following day. If it is Saturday and your last CS is open, that needs to be your admin. And your spreadsheet needs to be updated the following day as well.

Deadline for 2 & 3: Must be done the following day 12 or sooner.

4) Send your Eval Appts for the day a quick video! Example here.

Note: Make a quick video from your phone. Smile. Be enthusiastic. Pay attention to the background.

Script: “Hey Mrs. Prospect, I am looking forward to our dog evaluation today at 4 and I can’t wait to meet your Golden Doodle Charlie. If you need anything in the meantime, let me know. See you later!”

5) Update calendar from the day before with whatever actually happened (Appts, Networking, Paying your referrals, Admin, etc.) Video on how to do this

6) Follow up with pending deals (T3.2’s), assign follow up tasks on AC and send your deal miss texts

Weekly Tasks

1) Call missed deals from previous week to FU

End/Beginning of the Month

1) Calculate your sales for your payroll

2) Call missed deals from previous month that need to be FU with

3) MUST BE DONE: ALL sales admin needs to be up to date ON the day the month closes for marketing purposes

Deadline: This needs to happen by the end of the last calendar day of the month.