Time Management for Sales and Marketing Professionals - Goal Setting Workshop - Powerpoint

Post on 13-Nov-2014

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Our sales and marketing performance is often a function of how well we manage our time. Hence, our short course on Time Management for Sales and Marketing Professionals. See the Powerpoint and Worksheet.

Transcript of Time Management for Sales and Marketing Professionals - Goal Setting Workshop - Powerpoint

Class Begins at 1:00 MDT

Time Management For Sales & Marketing Professionals

Disclaimer –There will never be enough time!

Realistic Expectations

Seven Habits of Highly Effective People

Habit One – Be Proactive

• Put the big rocks in first• Block your time & defend it.

Habit One – Be Proactive

• Plan Tomorrow Before You Leave Today• Appointments and “3 on Fire”

Editorial Calendar

Habit One – Be Proactive

• Pick a tool & Use It!

Habit Two – Begin with the End in Mind

Have (and Use!) A Mission Statement

Ask Yourself frequently – Why Am I Doing This?

Habit Two – Begin with the End In Mind

•Have a map of the “big picture” on your wall•When you have a spare moment, work on a piece.

Habit Two – Begin with the End In Mind

Habit Three – Put First Things First

Does this (activity I’m spending time on right now)

make money?

Habit Three – Put First Things First

Habit Four – Think Win-Win

• What can I delegate?• Who would want to help me? • What do they get out of it?

Habit Four – Think Win-Win

• Who can I Partner With?• How Can I Get Help Without Hiring An

Employee?

Habit Five – Seek First to Understand

• Priority One - Interactions with customers

Habit Five – Seek First to Understand

• Are You Being Fast but Inefficient?• Are you hiding behind

paperwork and other tasks? • Busy does not equal

successful

Habit Five – Seek First to Understand

Habit Six – Synergize

• Get Your Customers to Do Some of the Work!– Referral Systems– Self-Service Information & Training– Have a User Conference

Habit Six – Synergize

Habit Seven – Sharpen The Saw

• Take time off!• Spend time learning to use your tools

Google Calendar

Tools

• Calendar (Google, Outlook, Infusionsoft) • Appointment Software

(TimeTrade, AppointmentCore) • CRM (Infusionsoft, Highrise, ACT)

TimeTrade

Marketing Automation

Checklist

Block out some time for planning. (Big Rocks First!)

Plan tomorrow before you “go home” (Appointments & “Three On Fire.”)

Create your Marketing/Editorial CalendarHave a “Big Picture” or BlueprintConsider each task – can you safely eliminate,

automate or outsource it? Consider if you are “hiding” from tasks out of fear.Find good tools and use them!

Show Your Work Challenge

Survey

• Send it to us (Fax or Snail Mail) and we’ll send you a Free Gift with Next Month’s Lesson!

Coming Up : JulyContent Creation!

We know that great marketing requires high-quality content – but how do you create it? •What to write about•How to work content creation (including video & photos) into your routine •How to (legally and ethically) repurpose content from others•“Copyright Trolls” and other concerns•How to use ghostwriters & other helpers.