Skip to content
The Sales Team Starter Kit
  • Pages
    • The Sales Team Starter Kit
    • icon picker
      Prioritizing tasks and time
      • To-do with Calendar
      • To-do with Gmail
      • Schedule reminder
    • Organizing meeting notes
      • Pre-meeting prep
      • Simple meeting notes
      • Voting table
      • Email a page
      • Customer success plan
    • Building a rolodex
      • Contact list
      • CRM
    • Relevant reading
The Sales Team Starter Kit
/
Prioritizing tasks and time
Share
Explore

Prioritizing tasks and time

Time is money—and sales teams are understandably meticulous about both. Because the two are so closely linked, time and task management need to communicate reliability and trustworthiness to clients.
So how do you establish a system of professionalism while giving your team enough autonomy to track time in a way that meets their needs? Start with a set of drag-and-drop templates to optimize the tools they can’t imagine working without—Google Calendar, Gmail, and Slack.
⁠
To-do with Calendar
Task list, meet Google Calendar.
⁠
⁠
To-do with Gmail
Your inbox and your to-do list should be friends, not adversaries.
⁠
⁠
Schedule reminder
Friendly Slack nudges to keep your team accountable.
⁠

Gallery
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.