I know it can be overwhelming to be organized with the right tasks in running your Direct Sales Business.  Your to-do lists keep growing and it can be exhausting to keep all the balls in the air.

There are many tasks to be done around…

  • Keeping your calendar full of bookings
  • Recruiting your next team member.
  • Networking and growing your customer list, and
  • The never-ending follow-up tasks.

I have a coaching client who has a full-time job and struggles to find time to work her direct sales business around a busy week.  At the end of the day she’s tired and she has to find a way to hold her parties without appearing worn out.   When I shared with her how to get into a daily rhythm working on just 5 tasks every day using the Direct Sales Planner system, she found it helped her understand that just doing a few tasks every day made her feel less overwhelmed.

5 Daily tasks can keep your business flowing in a rhythm when you follow the Direct Sales Planner system.  Here’s what I recommend…

#1  Review goals every day.  The Direct Sales Planner has a place for you to write down your yearly, monthly, weekly and daily goals.  The rhythm happens when you write down 3 goals for the week in your two-page spread. These goals don’t have to be lofty goals. They might be goals like

  • Contact 10 customers with specials
  • Check in with Hostess touch points
  • Figure recognition for the team.

But these are goals that are in align with what you want to achieve in your business.  EVERY day you REVIEW these weekly goals so they help you focus on the tasks needed to achieve them.

#2  Get into the habit of time blocking on your calendar.  It might be a booking time block where you spend 30 minutes reaching out to fill your calendar.  Or perhaps a follow-up time block that keeps you focused on your customer care.  Maybe even a time block to catch up on admin work.  Time blocks help you stay focused and you can cross things off your to-do list.

#3  Schedule everything on your calendar.  Get in the habit of scheduling not only appointments, but schedule calls to doctors, dentists, kids teachers along with your business tasks.  These are important calls that must get done.  When you look at your calendar and with these important tasks and events, you don’t forget.  I even schedule my lunch time on my calendar.

#4 Keep a simple DAILY to-do list.  I’m a big proponent of to-do lists, and show my clients how to have a master to-do list and weekly to-do list,  but your daily to-do list has to be realistic.  Don’t add tons of tasks that you know you can’t possible accomplish.  A daily to-do list will help you plan your day more thoughtfully and direct your time more efficiently.  We also think we will remember tasks that have to get done for the day, but when we write them on a to-do list we are insuring they will get done.

#5 Lastly, ask yourself this question:

“If I can only do 5 things today, what are the most important to move my business forward?”

Asking yourself this question helps you simplify your day and get the important tasks done.

This is a method I use for myself every day and it works brilliantly for me because it helps me focus on the important things.  It also helps me follow through with my commitments which is a great feeling of accomplishment.

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Comment below if you think these 5 daily tasks will help you stay organized in your Direct Sales Business.

If you’re looking to learn systems to run your business, then take a minute to book a 30- minute complimentary coaching session and we’ll figure out which system is the best one for you.

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Gale Bates helps leaders in direct sales build million-dollar teams with her systems and strategies.  She is passionate about helping direct sellers to achieve their goals and build strong teams of women who have a positive impact on others.  Get her free download:

10 Ways to Love on your Team.