Daily activity scorecard

Build Real Connections in a Digital World · Pat Berry

Date: __________ Edition: Trade / Direct Sales

ActivityMy targetCompleted
New permission-based conversations
Promised follow-ups
Client or customer care
Meetings prepared or completed
Learning or practice
Coaching or collaboration

What did I learn?

What did I promise, and when will I do it?

Track actions, not income promises. Set targets that fit your work and your company’s policies.

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