Master Task List

In order to gain better control of your time, it is important to create a Master Task List of those tasks you repeatedly do daily, weekly or monthly. Then plot them out on your monthly calendar so your days, weeks, and months are predictable. This will allow you to have a purpose-driven calendar! This is mine… If you have something you’d add or change, post it in the comments!
Karen Clark
Independent National Executive Director
Story Time Felts - Felt Board Stories

Tasks to Plan For Your Monthly Story Time Felts Business

Daily:


• Check email for company information, ideas, or communication from contacts, team, or upline
• Check team Yahoogroup and Teamburst sites
• Delete or file for later all non-business emails
• Check business voicemail and return calls
• Make new contact calls for bookings, sales, or recruits
• Input any outside orders, print and file
• Add new customers to Felt Connection/contact list
• Record mileage and save receipts to envelope/file
• Tackle any jobs on your Accomplishment List
• Clear clutter on desk and in home office each day.
• Make Accomplishment List for the next day

Weekly:


• Hostess Coaching calls
• Prospective consultant calls
• Party guest night-before calls &/or morning after calls
• Mail or deliver hostess packets, opportunity packs, welcome letters
• Check in with upline for coaching
• Attend team training chat, meeting, or call
• Tend to finances: balance checkbook, track income and volume, file receipts and subtotal expenses
• Optional: post free ads to message boards/groups, write post on your blog, share idea with the team
• Hold home parties or appointments on set schedule
• Input party orders, send thank you notes to hostesses

Monthly:


• Invite/attend/conduct Opportunity Event
• Update content in Felt Connection or write newsletter
• Assemble packets: hostess packs, opportunity packs, welcome letters, party guest folders, general information packs
• Customer care calls (after newsletter/warm report received)
• Recognize team efforts after month-end report received: email, call, mail something to goal getters, achievers
• Attend a DSWA chapter meeting or success circle if available.
• If a Team Leader, send news, ideas, and inspiration to downline
• Optional: post to message boards, website, or blog about new specials
• Tend to finances: total expenses, income, volume
• Set monthly goal for the following month, write it down and share it

My Signature

Independent Story Time Felts Consultant
Executive National Director

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