Checklists – By Ciaran McGuigan

The next time you have your car serviced look at the bill. Usually there will be a complete inventory of all the tasks, inspections and repairs that the garage conducted on your car. These are not the same for every car, each car will have a different procedure dependent on the brand of the vehicle, its age and the mileage.

When your car is brought in, the mechanic does not just look at it, pop the hood and guess what needs to be done. They have a series of diagnostic tests which are tailored for that vehicle at that moment in its life. These are essentially checklists, the right person doing the right thing, in the right order in the right way.

The most experienced mechanic will use the same system the apprentice uses. Checklists are the way to streamline and co-ordinate your sales activity so that it is more productive and profitable.

So if you find yourself or your team arriving at the office, looking at your desks and then figuring out what you should be doing you need to start putting when and what you do down on paper. These checklists don’t have to be very complex. Simple and clear is the way to go.

For instance, a key philosophy of mine when running a sales campaign is 10 x 10, that is ten prospecting calls every day by 10 a.m. I also compound this by having 5 after 5, that is five sales letters after five p.m. These tasks are part of my daily activity management and I have a checklist to follow my progress.

If you don’t know where to start, find the top sales person in your business and ask if you can ‘shadow’ them for a day or two. Observe what they do and when and write it down. You can use this as the foundation for your own series of pro forma checklists which will give you the freedom to grow your business sales.

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