You're handling time-sensitive leads and multiple projects. How will you prioritize effectively?

Prioritization is key. It's really an XY graph problem & solution. Answer this question to yourself. Where does each of these leads fall in. High / Low Revenue Potential. High / Low in terms of Urgency. Tackle them accordingly to suit your business strategy & GTM. Keep a deadline to achieve these. Delegate responsibility to team / tools depending on whether you are an IC or a Team Manager.

I would first assess leads based on urgency, value, and alignment with revenue goals, focusing on high-impact opportunities. I would use frameworks like the Eisenhower Matrix and RICE scoring to prioritize tasks and projects strategically. Time blocking, automation, and delegation would help manage workload.

When dealing with time sensitive leads and projects, it's important to understand their urgency. This allows for task prioritisation and delegation if necessary. How to evaluate urgency? You can use different frameworks for this that work for your business but I like to keep it simple. The first criteria is obvious, it's time. The second, client relationships and the third is the value of the lead. If multiple leads score the same on all criteria, it's time to delegate tasks and you should have a team in place that can successfully take over from each other without losing out on service quality. If you are juggling multiple time sensitive leads, the key to success is being organised and having a solid team around you that support each other

Managing time-sensitive leads and multiple projects is like conducting an intricate symphony. My approach begins with assessing the urgency and impact of each task. High-priority leads take center stage, receiving immediate attention to capitalize on their momentum. Simultaneously, I allocate dedicated time slots to advance ongoing projects, ensuring steady progress without missing a beat. By leveraging clear priorities, effective tools, and a structured routine, I orchestrate a balance where every lead is pursued timely, and every project moves forward seamlessly.

One should always focus on understanding the timeline or a deadline given by the time sensitive clients. Not just offering them right services within the stipulated time but also making them feel that extra efforts are being put in order to deliver it on time. Additionally it should be practiced to be more aggressive towards sales progress for organization growth in these circumstances. Alongside, tasks should be delegated to the right set of people & proper tracking needs to be done on a regular basis to ensure project delivery before time. One must set goals & time to time reminders to check continuous progress of both.

To prioritize well, first sort your leads and projects by according to their urgency and importance. Focus on high-value leads that need quick action, at the same time giving attention to long-term projects that are of bigger ticket size. Use CRMs and Excel to keep track of deadlines and set reminders, so you don’t miss anything. By matching your efforts with your business goals, you’ll work more efficiently and achieve better results.

Evaluating the value of each lead and project is a crucial step in optimizing your sales strategy. By assessing the potential return on investment and the resources needed to convert each lead, you can prioritize efforts towards high-value opportunities that promise greater profitability. This strategic approach ensures that you focus your time and resources on leads with the highest potential, ultimately maximizing the effectiveness of your sales pipeline and enhancing overall business outcomes.

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Delegating tasks effectively within the team helps to save your time & one can focus on handling larger teams with preparation and proper focus. This also helps team members perform better in their respective areas of work and to develop as professionals.

Be sure to devise a system that works for YOU! Notice I didn’t say an app, or an “all-in-one” solution. Many apps force you to work the way they want you to work. Also know that a planner is not a calendar. A calendar allows you to have a future perspective for scheduling events and appointments. A planner, on the other hand, takes items from your calendar and do list/app and allows you to schedule and prioritize them, as well as set time limits to work on project segments. Personally, my calendar is digital, and my planner is paper. If a task isn’t completed, I can manually transfer it to the next day or the next time period of availability. Constantly writing items may seem tedious, but it’s how I review and remember.

At the start and end of each day, review your task list and adjust priorities based on any new developments. Being flexible and responsive to changing priorities helps you stay on top of time-sensitive tasks and manage multiple projects effectively.

Regular review should be practiced not just to check the progress but to understand hindrance & providing equal support with the right resources, feedback and motivation should also be practiced on a regular basis. This activity will help the team members understand the set goals that needs to be achieved within the stipulated time. “Bell bottom curve" should be followed in order to maintain a good workforce development team.