US 2014/0207533 A1 · METHOD FOR RECORDING AND TRACKING THE PROGRESS OF SALES ACTIVITIES

Abstract

The method teaches and enable the tracking of the number of new prospects, the number of phone calls made, the number of phone invites made, the number in-person invites made, number of email invites, the number of appointments made, the number of confirmations, the number of prospects who attended appointments, the number of second meetings scheduled and held, and the number of new customers or distributors acquired. The orders of activities tracked is the same as those listed, and is displayed on a computer screen or in paper in that specific order for each day of the week, with goals and total columns to track a user's actions and success. A second area tracks telephone calls made and use a three legend key to track the number of calls made (represented by a slash) and the number of appointments set during calls (represented by an encircled slash).

Claims21

Dependent claims

A method for indicating selected dates for the commencement of specific activities and for documenting the status of the activities, the steps of which comprise:

providing at least one table for itemizing a series of specific activities to be undertaken;
providing separate rows of a first column for establishing a selected number of activities;
providing separate rows of a second column adjacent to the first column for establish goals for corresponding adjacent activity columns;
providing separate columns adjacent to the second column establishing a selected number of successive dates representing a selected portion of a calendar year during which said activities are to be undertaken, said successive dates being represented by successive columns and rows adjacent to the activity and goal columns to form the table;
providing a calling grid located below the table;
the calling grid comprised of a plurality of numbered blocks;
the numbered blocks corresponding to calling activity;
and
providing a plurality of symbols representing no answer to a phone call, a favorable phone call or a negative phone call.

6 more elements

Dependencies are inferred from the claim text.

Method for recording and tracking the progress of sales activities

Life of this patent

Method for recording and tracking the progress of sales activities

Life of this patent

Abstract

Claims21