Teaching Student How To Do Effective Daily Planning In Sales | Donald C. Kelly & Dr. BJ Allen - 09
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Did you know that sales reps spend 60% of their day on tasks that don’t directly generate revenue? Much of this time is eaten up by planning and other non-sales activities.
In this episode, BJ and I discuss how sales professors can teach students to plan their day effectively. This helps them stay productive and focus on the activities that drive results.
Why Planning Matters
· In sales, everyone talks about closing techniques and prospecting hacks, but I want to shine a light on a less glamorous but crucial skill: planning.
· Learning how to manage your time effectively is one of the most important foundations for early sales success, and it can make a real difference in how students perform once they hit the field.
Student Insights: Planning’s Real-World Impact
· Over the years, I’ve been surprised by how much students value planning exercises.
· Many of them tell me that these lessons have had more impact than trendy topics like LinkedIn prospecting.
· BJ and I have seen students consistently rank planning skills as the most transformative lesson, both for their careers and their personal productivity.
Teaching Time Management: From Principles to Practice
· We break down how to embed planning into a sales curriculum in a practical way:
o Principles First: Students learn the difference between activity and productivity. We use exercises and psychological studies to bust multitasking myths and show the power of focused work.
o Time Blocking and Color Coding: Techniques like batching similar tasks and visually organizing a calendar help students understand where their time really goes.
o Weekly and Daily Planning: We walk students through breaking weekly targets into actionable daily routines, ensuring prospecting and customer-facing work happens consistently rather than by chance.
Making Planning Measurable
· We also emphasize the importance of metrics. Tracking calls, outreach efforts, and alignment with KPIs turns planning into a measurable skill.
· This approach moves students and new sellers from just staying busy to actually being productive and results-driven.
"Good salespeople know how to use their time effectively...People who can kind of plan their day and do more revenue generating activities are the ones that succeed." - BJ Allen
"Focus on the activity and the results will come as a natural byproduct. But if you don’t plan at a day-to-day level, you might say, ‘I did some prospecting this week,’ but how much time did you really spend on it?" - Donald Kelly
