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The Five in Five: A Manager's Daily Checklist

There are five things a manager should do each day to ensure their club's success. All five can be completed in five minutes.

  1. Check your Homepage
  2. Check your Agenda
  3. Check your staff's Agendas (especially for overdue items!)
  4. Assign incoming leads
  5. View reports

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  • Does anyone have any overdue items? 1 or 2 days old is okay, but anything older should be addressed (Are they not closing things out or not completing their appointments and calls? Are they overwhelmed with calls?)

  • Sort by completed appointments – what's been happening in your club?
  • Sort by cancelled items – anyone canceling out their calls/appointments?

  • There are several other options to sort by – play with what works best for you and your club!

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  • Game Play Report – See who's working hard or hardly working. Do you have a competitive staff? Start a challenge to see who can earn the most points.

 

  • Lead/Sales activity report – Are you generating enough leads to reach your sales goals? How are your sales numbers? Who is bringing in the most leads or making the most calls?