In my work with business professionals, I find that they often say to me that they have prospects that they haven’t followed up with (for whatever reason), or they lost track of some of the referrals people gave them. First of all, it’s hard to believe that someone wouldn’t have a process for tracking their… Read More
Complimentary Business Accelerator Resources to Help You Achieve Your Goals – My Jackpot of Gifts to You!
Get access to high-content complimentary webinars by using the link below. /free-articles/free-webinar-replays/ The Prioritized Action List (PAL) Sample – Free Download Page To help you and your team be even more time efficient, use a Prioritized Action List (PAL). This is a list of everything you have to do so you don’t have… Read More
Business Opportunity Planner Worksheet – SAMPLE – Free Download
When working with business owners, I find that they sometimes need to have a good idea of where they are at against their goals so they know if they are on track or off track. If they are off track, they have to figure out ways to fill the gap so they achieve their goals…. Read More
Referral/Prospect Tracking Spreadsheet – SAMPLE – Free Download
In my work with business owners, I find that they often say to me that they have prospects that they haven’t followed up with (for whatever reason), or they lost track of some of the referrals people gave them. First of all, it’s hard to believe that someone wouldn’t have a process for tracking… Read More
