Taming time (Part 2 of 2): Use this tool to organize and track your prospecting activities

(July 2004) Are you generating a flood of referrals through both alternative and traditional means? To take the next step, use the following worksheet (both customizable and printable) to help you organize and track your prospecting activities on a monthly basis. PRIORITIES FOR MONTH _________________________________________ YEAR _________________________ * Write down who you will contact this […]

By Joanne Ferguson | July 5, 2004 | Last updated on July 5, 2004

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PRIORITIES FOR MONTH _________________________________________ YEAR _________________________

* Write down who you will contact this week, check off once it has happened and circle the method of contact. * Record notes.

PROSPECT	DESCRIPTION		DUE DATE / FOLLOW UP
Week 1
		Lunch… Mail… Call… Meeting
		Lunch… Mail… Call… Meeting
		Lunch… Mail… Call… Meeting
Week 2
		Lunch… Mail… Call… Meeting
		Lunch… Mail… Call… Meeting
		Lunch… Mail… Call… Meeting
Week 3
		Lunch… Mail… Call… Meeting
		Lunch… Mail… Call… Meeting
		Lunch… Mail… Call… Meeting
Week 4
		Lunch… Mail… Call… Meeting
		Lunch… Mail… Call… Meeting
		Lunch… Mail… Call… Meeting
Note: 4 weeks of every month, external prospecting activities will be happening.

Prospecting Ideas

DATE	MAIN IDEA	DETAILS	COMMENTS	LEAD ON IDEA

• • •

Joanne Ferguson is a partner with Ontario-based Advisor Pathways, a company that offers consulting and coaching help to advisors and their firms across Canada. Joanne can be reached at jferguson@advisorpathways.com or through her company’s Web site at www.advisorpathways.com.

(07/06/04)

Joanne Ferguson

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