Embedded Files
Approach
Approach
Time Management Philosophies to Embrace
Raise your hand (when it starts to get bad)
2-Minute Rule
If it's not in the Management System, it didn't happen
Eat the Frog (with your priorities). Do the hardest thing first thing in the day!
Everything has the same priority (By When)
Time blocking
Time blocking
How to let the team know you’re blocking time
https://www.loom.com/share/e0baf1001321413a80c4388b72e03e8e
Management System Activities
Management System Activities
Email Management
Email Management
Labels
Labels
Getting Cleaned Up
Confirm: how many overdue tasks do you have?
Divide that by 10 working days
This is how many you need to clear out each day, in addition to your regularly scheduled work
Getting Clean
Update due dates to correct and accurate dates
Close activities that have been completed
Identify past their prime activities
Example: four-month-old cross-sale follow-up
Take your tasks for the day and prioritize them
Follow up like you are going on vacation...
Stay focused and work on hitting your goal
You only need one place to work from and it's the Management System!
Discussion
Could we start communicating about clients in the system vs. email?
What is the fear?
What would it take?
What would it improve?
How can we get started?
Homework
Open your Management System first
Eat the frog, then email
Start communicating on client activities via tasks
Raise your hand
Make sure to update the email tracker weekly!
You can access the email tracker here: Email Tracker
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