Even when you are on the top of your game, you will hear ‘NO’, many more times than you will hear ‘YES’ when prospecting. Here are some activity tracking tips to help you reach your prospecting goals, by staying motivated and on track.

If you know me at all, you know that I love a good challenge. And that I have never met a quota I didn’t want to meet or beat!

This has served me well as an entrepreneur and has certainly been a key component of my success. It keeps me prospecting, long after others have given up. But that doesn’t mean it is easy. Staying motivated and on track is always a challenge.

Here is a trick I use to keep myself motivated and to stay on track when prospecting. 

My ‘Workbook’

I have a mini spreadsheet with my goals, that I set up every week. In the left hand column, I list all the activities I need to complete to meet my quota. The key for me, is to include my weekly goal for each one, in the next column.

Then I have columns for Monday through Friday where I input the progress I made each day on each task. The last column is the total, the actual number I completed that week.

The simple act of setting the goals each week and then updating them each day, motivates me to work harder to meet and exceed those numbers!

Why this works

You have probably heard the quote, ‘What you Measure, Improves’ or ‘What you Measure, Matters’. This isn’t a new concept but it’s one that has helped me, and the teams I work with, stay on track and really deliver!

Why this works for ME

For me, setting the goals focuses my attention and watching my progress is a real motivator. All of us have more to do than there are hours in the day. This process helps me prioritize the tasks and actions that ensure I succeed.

Try it yourself! 

If this sounds like something that might work for you, click here for a free downloadable version of my ‘Workbook’, the mini spreadsheet I use to monitor and measure MY progress.

Your KPI’s

You don’t need to measure EVERYthing you do – actually, the whole point is to identify the KEY tasks that drive results and to focus on those. 

Those will be YOUR Key Performance Indicators (KPI’s) and will differ from mine, based on your role, objectives and responsibilities. Modify your document to reflect your priorities.

Customize as needed

The weekly format works best for me but you can customize the spreadsheet to be monthly, to have each week in a month on a different sheet – you could even do it by day.

Don’t burn through your ROI!

As a colleague often says, don’t burn through your Return on Investment (ROI), monitoring and measuring your ROI. 

Defining my goals at the start of the week, filling in my progress each day and totaling the results at the end of the week works well for me. Try these activity tracking tips to reach YOUR prospecting goals. 

Experiment and adjust the timing to see what works for you.

Need help?

Do you need help identifying the tasks YOU need to complete to achieve YOUR quota? Need help completing those tasks? Not sure of what to actually SAY on a call?

Give us a call at 908.879.2911 – we can get you and your team set up and ready for success!

Need more motivation?

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Good luck and keep dialing!