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.
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