Review new leads, aging deals, and today’s scheduled follow-ups. Move anything stuck, and write one crisp next action for each active row. This micro-ritual prevents drift, warms up your voice, and sets a confident tone before deep client or creative work begins.
Treat follow-ups like thoughtful service, not nagging. Send value between nudges: a relevant article, a quick audio answer, or a useful introduction. Space messages based on deal stage and relationship strength, keeping empathy high while ensuring momentum never fully stalls again.
Once a week, step back and question everything. Close dead rows without guilt, celebrate genuine wins, and reschedule stale tasks with realistic timing. This reset preserves integrity, reveals capacity for fresh outreach, and keeps your single-page system ruthlessly honest and trustworthy.
Sketch eight columns and ten rows on a page you will actually keep visible. Use highlighters for stages, arrows for movement, and sticky notes for next actions. The tactile nature reduces avoidance and invites quick updates between calls, meetings, and deep work blocks.
Create columns for stage, next action, due date, value, priority, aging, and notes. Add filters for overdue, high-value, and stalled. Freeze header rows, enable conditional formatting, and save a default view so you open right where execution begins, not where tinkering tempts.
All Rights Reserved.