Here's how you can effectively manage your time as a freelance technical sales professional.

As a freelance technical sales professional, prioritize tasks based on urgency and importance. Use time-blocking to allocate specific periods for client meetings, prospecting, and admin work. Automate repetitive tasks and use CRM tools to stay organized. Set clear goals, and remember to take breaks to maintain productivity.

In SE Roles you must prioritize your work. Clarity about priorities for your role and of your organization should provide the framework. “It’s all about the customer” should be the #1 priority for every SE. Customer-facing time is the most important for your customers and in the end for your company. However, you will find this sometimes challenging with all the tasks (etc.) you get on your table. A way of making your work-time effective is to run an Operational Calendar Cadence. Plan recurring tasks for things like sales progress reviews (etc.), but also set time-blocker. Leverage the Eisenhower Matrix to set prioritized. But I disagree with guidingbooks suggesting to “delete” D-Tasks. Communication about any “D” classified task is key.

Effective time management for freelance technical sales professionals involves prioritizing tasks and staying organized with clear goals, daily planning, time management tools, allocating time blocks, delegation, focusing on key tasks, setting boundaries, and regular review for productivity.

Suggestion for an effectively managing your time as a freelance technical sales professional: 1-Prioritize tasks based on deadlines and importance. 2-Use a calendar to schedule specific blocks of time for prospecting, client meetings, and follow-ups. 3-Leverage CRM tools to keep track of leads and automate routine tasks. 4-Set daily goals to maintain focus and track your progress. 5-Take regular breaks to recharge and avoid burnout, ensuring sustained productivity.

This is certainly #1 in my experience. Prioritizing tasks will ensure your project is moving at a good pace to meet timelines. If you don’t look at this at the beginning you will find yourself and team falling behind and have ing to work extra to catch up.

"Time and Tide waits for none", discipline and consistency matters. Schedule your day wisely: 1. Think of your life as a project, if you want to keep growing every day then you have to be a master of time management. 2. You have to allocate specific time slots for everything in your life; work time, personal time, family time, leisure time, etc 3. I keep early hours for personal development where I don't use my phone, I will go for a swim, meditate and visualize, etc depending on my mood. 4. Unless you are someone who doesn't need to use social media for work or who don't know how to prioritize, then you should block time slots for using social media as these are proven to be major time eaters and distractions lately.

Implement a focused scheduling technique that combines time blocking with regular breaks to maintain productivity and avoid burnout. Utilize automation tools for repetitive tasks like email responses and data entry, freeing up more time for client interactions and strategic planning. Prioritize tasks based on their impact on revenue generation and client satisfaction, ensuring that valuable time is spent on high-value activities. Foster strong communication with clients to streamline processes and minimize time spent on unnecessary back-and-forth, enhancing efficiency and building rapport.

A well structured schedule will help you to stay on top of activities that are important but often take a back seat. Completing call logs, meeting notes, maintaining CRM to a high level. All of these things are key, but can fall behind when chasing a new lead.

Say "no" to meetings that don't advance your business, commissions, and sales. I'm not suggesting you can't have meetings that don't have a sale attached to it. Networking meetings are a great example of a meeting that may not have a sale or commission attached to it. But you should guard your time and say no to anything that doesn't move the needle.

One thing I have found helpful is to use a call matrix. If your company offers many services, don’t try to verbally vomit on your customer. Make each sales call with a purpose, probing on their interest, then on next appointment, follow up on previous and introduce new products or services that may catch their interest. Talking about the same thing on each visit waste time for both parties unless it is an actual project and continues to move the sale forward.

Use a discovery call rating system wherein you can break down the likelihood of success of a sale by how many questions are asked and answered. Use a CRM. Pick one. Make it work. Do the work.

By integrating CRM tools, you centralize lead management and streamline follow-ups, enhancing efficiency. Automation further optimizes your workflow, freeing up time for focused sales efforts and client interactions.

Think about recurring tasks you run again, again and again. When you think about this, there might be the conclusion that this could be done in another, more efficient way. One example could be to leverage vision generation messages to prospects by using a monthly light board video blog. Also think about the platform where you should address most relevant personas for your business. You address more people by investing less time and if you find a way to make this feel fresh, modern and relevant you should see better outcomes. In combination with tools like Microsoft Bookings, you could even be more straight forward in offering predefined times lots for more detailed discussions and discoveries.

Como profesional de ventas, gestionar eficazmente el tiempo es clave para alcanzar objetivos. Utilizo herramientas como Google Calendar para organizar reuniones, Trello para gestionar tareas y Salesforce para administrar relaciones con clientes. La automatización con Mailchimp y la productividad con Evernote complementan mi enfoque. Estas herramientas no solo optimizan mi día a día, sino que también potencian mi capacidad para ofrecer resultados excepcionales.

Outsourcing administrative tasks or marketing activities to specialists can optimize your time and focus on sales. Delegating enables you to leverage expertise in other areas while maximizing your sales efforts for business growth.

A la hora de identificar las tareas que deseas delegar, es crucial encontrar a la persona adecuada para llevarlas a cabo, optimizando así tu gestión del tiempo. Puedes considerar colaboradores externos como asistentes virtuales, otros profesionales autónomos con habilidades complementarias o incluso empleados a tiempo parcial. Asegúrate de seleccionar a alguien con la capacidad y la experiencia necesarias para ejecutar las tareas de manera efectiva y eficiente.

Establishing clear boundaries between work and personal life is vital in freelancing. Communicate your availability to clients effectively to maintain a healthy work-life balance. Consistent boundary-setting helps prevent burnout and ensures sustainable success in technical sales.

I truly believe in CIP - Continuous Improvement Process - where you go for small improvements on a regular basis. Optimizing in small steps can have a big impact, if you do this continuously. Reserve time - at least every week - for checking your results you do achieve with your current definition of a good time management. Reflect your goals and priorities and map this against the status-quo should lead into an action of making small adjustments with best intend to improve. You will plan again, you run the show and at the end you will check again - and so on. Making this a routine in your Operational Calendar Cadence will make a difference over time and the principle of making small changes to improve makes it easy to adopt.

If you are new, it's totally understandable to know that you feel off track most of the time as a freelance technical sales professional, but don't freak out. Hold on, it just takes some practice to know how you operate as an individual and how you need to align your day with respect to your work by setting boundaries between personal and professional life. Never get hooked to any motivational speaker or content creators advice deeply, just take what works good for you. As the saying goes, "Practice and practice until you find success", keep grinding until you find your groove. SaaS / Technical sales is harder than the traditional sales, as you will be selling via computer most of the time virtually, so don't freak out.