Why create a Work Plan? (Tasks)

As a Sales Representative you create your work plan using Tasks to increase your sales. One action creates a continual set of actions on the way to the final sale and referrals for more sales.

What happens when your customer leaves the desk? What do you do to create a sale? If all you do is wait till your next up you are missing opportunities to increase your income, you have failed.

Create a call to action by setting a task, follow up withing 24 hours with a specific action. When the task appears on your Dash Board click and complete what happened and set the next task based on what occured from your original task.

Repeat the operation,

1-Create a Task

2-Complete the task, create a new task or make the customer inactive with a long term tasks.

Make decisions and use tasks to create your work strategy.