Instructions: Each day lists your tasks and staff tasks. Check completed items and fill in metrics. Weekly totals auto-update.
Week 1: Take Action / Start Selling
Day 1
Staff Roles:
- Marketing Assistant: Schedule 3 social media posts for class promotion
- Operations Coordinator: Upload class & update licensing platform
- Sales Manager: Contact 3 new license leads
- Support Staff: Reply to partner inquiries
Day 2
Staff Roles:
- Marketing Assistant: Create video snippet for social media
- Operations Coordinator: Update class library & branding assets
- Sales Manager: Follow up with leads from funnel
- Support Staff: Prepare FAQ & onboarding emails
Day 3
Staff Roles:
- Marketing Assistant: Create video snippet for social media
- Operations Coordinator: Update class library & branding assets
- Sales Manager: Follow up with leads from funnel
- Support Staff: Prepare FAQ & onboarding emails
Week 1 Totals:
Practice Minutes: 0
Prospects Contacted: 0
Offers Sold: 0
Week 2: Skill Building & Refinement
Week 2 Totals:
Practice Minutes: 0
Prospects Contacted: 0
Offers Sold: 0
Week 3: Scale & Leverage
Week 3 Totals:
Practice Minutes: 0
Prospects Contacted: 0
Offers Sold: 0
Week 4: Automation & Confidence
Week 4 Totals:
Practice Minutes: 0
Prospects Contacted: 0
Offers Sold: 0