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.