Appendix B. Sample To-Do Lists

Note: Shorter-term lists tend to be more activity-driven, while longer-term lists tend to be more results-driven.

  • Daily

    • Call three prospects:

      • Acme Corporation.

      • Beta, Inc.

      • Omega, LLP.

    • Write position paper for press kit.

    • Send web designer copy for site.

    • Set up new database for prospects.

    • Read business literature.

  • Weekly

    • Call 12 prospects.

    • Write one position paper.

    • Write one article for web site.

    • Talk to web designer about progress.

    • Enter all contacts into new database.

    • Request two testimonial letters.

    • Meet with lawyer about retirement plan.

    • Network at association meeting.

    • Pay bills.

    • Research new consulting topic on Web.

    • Call two trade associations about speaking.

  • Monthly

    • Call 45 prospects.

    • Write three position papers.

    • Add hot topics and techniques to web site.

    • Begin an electronic newsletter.

    • Use database to send mailings to all contacts.

    • Finalize press kit.

    • Have six testimonial letters for press kit.

    • Have retirement plan decided.

    • Have tax estimates for year completed.

    • Attend and network at two association meetings.

    • Complete one-sheet for publicity.

    • Begin literature on new consulting approach to team building.

    • Contact six trade associations for possible speaking.

    • Volunteer for one pro bono project locally.

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