Guest Post: contributed by Jennifer Hazen of What a Business!
Administrative tasks frequently fall down the priority list especially if you don’t make the time to do the work, or have the budget to hire staff or to outsource it.
So it’s important to develop good habits and a routine that can save you time and money – by streamlining your workflow.
Technology can be a lifesaver and is a great option for automating repetitive administrative tasks such as invoicing, databases and business proposals.
- The first step is to break down a large or ongoing project such as building and maintaining a list of prospects into smaller more manageable tasks, making it easier to achieve your goal, with less stress and effort.
Finding Forgotten Leads and Prospects
Here is a step-by-step guide to help you ramp up your business for fall, by doing one important task per week.
This week’s task:
- Build a list of leads/prospects from names you already have.
Here’s where to find them:
- Go through your existing client files for the past year or so, as well as notebooks, contact lists and emails.
I think you may find you will be surprised to discover names of people you have forgotten about. Some prospects may not have been ready to hire you at that time. While others you haven’t contacted yet, but are still on your wish list.
Next Week: Inputting the names and contacts into an Excel spreadsheet.
