💰 Sales Daily Task Sheet
Your daily checklist for consistent sales performance
🌅 Morning Block (9:00 AM - 12:00 PM)
- Check Fiverr/Upwork inbox - Respond to all new messages within 30 minutes
- Review overnight leads - Qualify and categorize new inquiries
- Follow up on pending quotes - Send reminders to prospects who haven't responded
- Update CRM/pipeline - Log all interactions from yesterday
- Review active proposals - Check status and prepare follow-ups
- Research 3-5 potential leads - Identify new business opportunities
☀️ Afternoon Block (12:00 PM - 4:00 PM)
- Send new proposals - At least 2-3 customized proposals daily
- Conduct discovery calls - Understand client requirements in depth
- Prepare quotes - Create detailed pricing based on client needs
- Update proposal templates - Improve based on recent wins/losses
- Cross-sell existing clients - Identify upsell opportunities
🌆 Evening Block (4:00 PM - 6:00 PM)
- Final inbox sweep - Ensure no message left unread
- Handoff to PM - Brief PMs on any closed deals or requirements
- EOD report - Submit daily activity summary
- Plan tomorrow - Prioritize follow-ups and tasks for next day
- Update deal statuses - Move opportunities through pipeline stages
📊 Weekly Tasks (Complete at least once per week)
- Review win/loss analysis - Learn from closed and lost deals
- Optimize Fiverr/Upwork gig - Update portfolio, FAQs, pricing
- Competitor research - Monitor competitor offerings and pricing
- Review client testimonials - Request reviews from happy clients
- Training session - Learn new sales techniques or product knowledge
💡 Pro Tip
Response time is everything. Clients who get a response within 15 minutes are 21x more likely to convert. Keep Fiverr/Upwork notifications ON and respond immediately during work hours.