Image Goes Here GOAL SUMMARY: A brief description of the goal, why it is being set, and how it fits into my life as a whole goes here. Make sure it’s long enough to make it past the bottom fo the image so the table can fit to the entire width. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Pellentesque vel dolor nibh, non eleifend nisl. Fusce ullamcorper, massa ultricies pretium laoreet, elit quam aliquet elit, id fringilla nibh eros vitae mi. Curabitur porta erat sed mauris iaculis bibendum. Suspendisse consequat, ante id interdum eleifend, massa libero tempor ante, a eleifend sapien nisi at odio. Nam adipiscing dapibus velit, eget iaculis justo tempor vitae. Etiam est turpis, varius id accumsan eu, bibendum id dui. Donec laoreet rutrum odio, non laoreet libero condimentum vel. Nunc ornare mauris ac arcu porttitor non hendrerit dui elementum. Phasellus vel nisi a quam rutrum vestibulum. Quisque varius suscipit diam, mollis tincidunt mauris imperdiet in. Maecenas mattis mattis metus, nec posuere ipsum feugiat a.

GOAL:

Develop a useful system to manage contacts that leads to the appropriate number of leads and new customers so as to continually grow and diversify the business, while at the same time maintaining a personal relationship with our clients.

TARGET DATE:

MM/DD/YYYY

TODAY’S DATE:

August 19, 2010

REWARDS:

  • I will be able to find information about my clients quickly, including contact information, personal information, and a history of my work with them.
  • My customers will feel like I “know them.”
  • I will be able to monitor and track the flow of suspects and prospects into customers so as to appropriately add new contacts and seek new leads.

CONSEQUENSES:

  • I will lose track of potential customers.
  • I will not know how much work I need to do to develop the business I need.
  • I will therefore be over- or under-working the sales side of my business, which will lead to too much stress (and focus on new customers) or reduced income (and focus only on existing customers)

AFFIRMATIONS:

  • I work well in an organized environment.
  • Affirmation2

 

POSSIBLE OBSTACLE

POSSIBLE SOLUTIONS

ACTION STEPS

MUST-DO DATE
DELEGATED TO

SOLUTION

No good contact management package to both manage contact information, contact history, and position in the sales process / funnel.

  1. Paper Rolodex, Outlook, or Online System
  1. Review Online systems. Paper does not work for my mobile environment and Outlook is too limited.
  2. Enter existing client information and all in-process sales leads.
  1. Friday, August 20, 2010
  2. Friday, August 27, 2010
  1. Chose “Big Contacts” at www.bigcontacts.com

 

POSSIBLE OBSTACLE

POSSIBLE SOLUTIONS

ACTION STEPS

MUST-DO DATE

DELEGATED TO

No “script” or intentional conversational points for phone calls.

  1. Solution1
  2. Solution1
  1. ActionStep1
  2. ActionStep2
  1. MustDoDate1
  2. MustDoDate2
  1. Delegated1
  2. Delegated2

 

POSSIBLE OBSTACLE

POSSIBLE SOLUTIONS

ACTION STEPS

MUST-DO DATE

DELEGATED TO

Obstacle

  1. Solution1
  2. Solution1
  1. ActionStep1
  2. ActionStep2
  1. MustDoDate1
  2. MustDoDate2
  1. Delegated1
  2. Delegated2