Get Organized & Set Clear Goals
Every evening, before I end my day, I create a written detailed plan. The plan has blocks of time set aside for calls to people I know already, calls to prospective clients and candidates, responding to email & voicemail, addressing incoming inquiries, research, reading and planning. Creating this detailed plan takes about 30-45 minutes at the end of each day and I can’t imagine leaving work without setting my detailed plan for the next day.
By the way, I mean detailed — as in names, phone numbers, assembling any notes that will help me manage my calls. I prioritize my plan and, for phone calls, I sort the list by time zone and by subject. There is no sense calling someone on the West Coast at 7am — theyâ€™re not in and that means voice mail. I want to catch my prospects when they’re most receptive and when theyâ€™re available. I also want to talk to as many people as I can about a similar topic. That means, I might plan to call four healthcare VCs in a row and then four candidates with VC healthcare experience right afterward before I move on to calls on mezzanine players. I start with a list of at least 40 calls for each day I’m in the office so I can move quickly down my organized list if the person I’m looking for isn’t in, or can’t talk.
Thanks again to Denise Palmieri from Pinnacle Group International