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Daily Planning, Weekly Planning, Donald Kelly, The Sales Evangelist

TSE 987: I Don’t Have Time For Daily Planning

Daily Planning, Weekly Planning, Donald Kelly, The Sales EvangelistOn today’s episode of The Sales Evangelist, we discuss time management and how daily planning can help you be more effective in your role as a seller.

It seems like there is never enough time in the day to get things done. We need an extra day in the week or at least an extra hour a day.  I was always so busy that it felt like I didn’t even have time to sit down to read a book. Even knowing how important personal development was, I always managed to put it off.

Then, I took a vacation.

It is amazing how much you can do when you are in the air for five hours with limited distraction.

So what changed? What happened? The amount of time I had certainly didn’t change. My focus did.

The concept of daily planning

How many times have you been told to try daily planning? Now, how many times have you actually done it?  [02:04]

If you are the modern seller that I know you are, you are distracted. Reading proposals, talking to customers, going to meetings, checking email … These are all distractions. Every time an email pings your phone, you are pulled in a different direction.

Everyone – from internal teams to clients to prospects to friends – is vying for your time and attention. As a result, important things fall through the cracks. You finish at the end of each day and find yourself wondering if you accomplished anything at all.

It all goes back to the very powerful principle of being acted upon as opposed to acting. [02:59]

Essentialism

Thinking back to a previous episode when we spoke to Greg McKeown about his book Essentialism, I’m reminded that we can’t have priorities.  The plural of the word ‘priority’ shouldn’t even exist. There can only be one priority.

Essentialism means to focus on the essentials. As a seller, your most important task is to bring in new customers and close deals. So, what activities will lead you to that result?

Until you understand what you need to do as a seller, you will not be able to stay focused. You will always be acted upon. Sure, there will always be important distractions but oftentimes they are not the activities that you need to do to accomplish your goal. [04:46]

To help you stay focused and have the time to do the things that matter the most, I want you to think about these three questions:

  1. Will the activity move me toward my essential goal of helping people make a decision and close a deal?
  2. Do I have to do it? Is this a task that no one else can do?
  3. Does it have to be done right now?

If the activity doesn’t tie into your goal or responsibility, don’t do it.

Set your focus

Let’s suppose you’ve set a goal to prospect for 30 minutes a day. It is certainly a step towards achieving your goal, so it needs to be done. But do you have to do it yourself? Or could you pass some of it off to an internal sales team? Or to someone on Fiverr.com?

Suppose you get a call from your boss and she needs a report. Does she need it right now? Is there someone on your team that can take care of it for you? If you are the only one who can do it, can you move it to the end of the day so as not to take away from your prime working time?

When you focus on the essential things, the distractions fall away. The things that used to pull you away move out of focus. [05:41]

I recommend taking an hour each week to plan for the upcoming week. Be sure you are fully vetted and ready so that you can avoid those distractions. What are the important tasks ahead? Schedule everything out. Set time for social media, time for prospecting, time for appointments … You can even set time to receive emails using Boomerang, or Google, so that you aren’t pinged throughout the entire day.  [08:46]

You are acting rather than being acted upon.

Once you have the weekly focus set, spend a few minutes at the end of each day to make any necessary adjustments. You will already know what you will do the next day as soon as you arrive at the office. This makes life so much more productive!

Plan your day

Taking the time to plan your day will save you time. Forget about your friends’ Instagram posts. Focus instead on the things that will help you grow your business, grow your pipeline and have a killer year. [11:45]

Make the effort.

If it sounds like too much work, then by all means – go back to winging it. But if you do, promise me that you will compare your results to the person who is not winging it.

How much more productive are they? Are they hitting their goals? Are they working with less stress, fewer headaches, and less frustration? Probably.

I share this with you because I’ve been there. I know it works and I’ve seen the huge difference it can make. Try it. Give it a month. I don’t think you will regret it.

“Daily Planning” episode resources

If you have additional questions or want more insight, email me at donald@thesalesevangelist.com. I may not answer it right away (because I’m scheduling my time) but I’ll get back to you as soon as possible.

This episode is brought to you in part by mailtag.io, a Chrome browser extension for Gmail that allows you to track and schedule your emails. It’s automated outreach that will help you schedule your contacts and it can help keep you from getting distracted.

This episode is brought to you in part by prospect.io, a powerful sales automation platform that allows you to build highly personalized, cold email campaigns. To learn more, go to prospect.io/tse. It will help you with your outbound to expand your outreach and it allows you to set it and forget it. Your prospecting will never ever be the same.

We’ll use prospect.io in the upcoming semester of TSE Hustler’s League to focus on prospecting. We’ll give you insights and tools that will help you gain new customers. In addition, we’ll provide training and strategies that you can implement today to ensure constant flow in your pipeline.

I hope you enjoyed the show today as much as I did. If so, please consider leaving us a rating on Apple Podcast, Google Podcast, Stitcher, or wherever you consume this content and share it with someone else who might benefit from our message. It helps others find our message and improves our visibility.

If you haven’t already done so, subscribe to the podcast so you won’t miss a single episode, and share with your friends!

Audio provided by Free SFX and Bensound.

Donald Kelly, Planning, Distractions, Sales Podcast

TSE 977: Stop Unnecessary Distractions

 

Donald Kelly, Planning, Distractions, Sales PodcastMany of the activities in our day don’t actually help us close more deals. We’re busy doing things, but they aren’t moving our deals forward.

Today we’ll talk about the things that distract us as sales reps, and how we can stop unnecessary distractions that are actually hindering our efforts.

Distractions

Email is a necessary part of our sales efforts but spending time cleaning up our email isn’t an effective use of our time.

If this were a football game, you wouldn’t be in the locker room trying to learn plays. Once the game starts, you’ll spend your time trying to advance the ball and score.

So why do we spend our time at work doing things that aren’t conducive to closing deals? [4:30]

Very often, we are hesitant to do the things that we really need to do. We don’t want to make cold calls or try to upsell our existing customers.

Record your activity

Spend an entire week writing down all your activity and the amount of time you spend on it. [5:14]

If you go to the kitchen to get a drink, write it down. If you talk with other team members, write that down and record how long it takes.

Record all of your activities: email, updating CRM, creating proposals and attending meetings. Write down how long you spend on planning and social media.

If you get sidetracked by your cell phone, write it down, and write the time next to it.

As you do this over the course of a week, you’ll begin to see trends in your daily activity.

Analyze your activity

Now look at your activity and figure out which steps actually contribute to your closing deals. [6:46]

Be honest about your activity and look for places that you can use your time better. Could you take a shorter lunch break a couple of days a week to create more time for sales activity?

Score every activity on a scale of 1 to 3: 1’s are things that don’t help you close deals, while 3’s are things that contribute greatly to your closings. You can even use a 1 to 5 scale if that works better for you.

Find the activities that aren’t helping you close deals and pay attention to the amount of time you spend on those activities.

Redirect your time

Once you’ve identified the things that aren’t helping your efforts, figure out how that time spent cleaning out your email can be better used.

Over time, these small amounts of time add up to hours that we could be using to focus on something productive. [9:13] Instead of checking ESPN, I could reach out to a prospect on LinkedIn.

Eliminate tasks that you don’t need to do. Ask for accountability from your manager or your coworkers. Use apps that prevent you from accessing distracting websites.

Intentionally focus on those activities that scored higher on your list. Outsource those activities that bog you down.

Uncomplicate things

Eliminate things that keep you from being the very best seller you can be. [11:41]

  1. Audit your time to see how you’re spending it.
  2. Rate your activities and eliminate unnecessary tasks.
  3. Hyperfocus on the important activities.

This will change your business and your personal life when you implement it.

“Unnecessary Distractions” episode resources

This episode is brought to you in part by prospect.io, a powerful sales automation platform that allows you to build highly personalized, cold email campaigns. To learn more, go to prospect.io/tse. It will help you with your outbound to expand your outreach and it allows you to set it and forget it. Your prospecting will never ever be the same.

We’ll use prospect.io in the upcoming semester of TSE Hustler’s League to focus on prospecting. We’ll give you insights and tools that will help you gain new customers. In addition, we’ll provide training and strategies that you can implement today to ensure constant flow in your pipeline.

Check out our new semester of The Sales Evangelist Hustler’s League. We’re taking applications for the semester beginning in January, and we can only take a limited number of people.

This episode is also brought to you in part by Maximizer CRM, personalized CRM that gives you the confidence to improve your business and increase profits. To get a demonstration of maximizer, go to the sales evangelists.com/maximizer.

Click on the link to get a free demo of what Maximizer CRM can do for you. It integrates your marketing campaign as well as your CRM, and it works whether you’re a small organization or a large one.

I hope you enjoyed the show today as much as I did. If so, please consider leaving us a rating on Apple Podcast, Google Podcast, Stitcher, or wherever you consume this content and share it with someone else who might benefit from our message. It helps others find our message and improves our visibility.

If you haven’t already done so, subscribe to the podcast so you won’t miss a single episode, and share with your friends!

Audio provided by Free SFX and Bensound.