Tasks to Check Important

Salesforce Dashboard Management: Daily, Weekly, and Monthly Task List

This document provides a structured process based on key insights from the transcript to guide daily, weekly, and monthly management of your Salesforce dashboard. These tasks ensure efficient client engagement, proper inquiry handling, and up-to-date data management. By following this routine, you will maintain a clear, organised dashboard that supports proactive decision-making.

Daily Tasks:

1. Review Unqualified or Inactive Inquiries:

• • Action: Identify inquiries that haven't progressed (e.g., no response, not disqualified, or not sent to sourcing).
  • Goal: Attempt one last outreach before closing as "lost" if no engagement occurs.
  • Result: Keep the pipeline clean, focusing on active leads.

2. Follow-up on Allocated Quotes:

• • Action: Contact clients with allocated quotes who haven’t yet made a decision.
  • Goal: Follow up persistently until a final decision is made.
  • Result: Move quotes to either “closed won” or “closed lost” to prevent stagnation.

3. Monitor Recent Client Activity (Logins):

• • Action: Use dashboard tools to check for clients who have recently logged into the app or website.
  • Goal: Reach out to clients who have shown recent activity, using this as a conversation starter.
  • Result: Re-engage clients and boost the chances of closing business.

4. Update Client Communication Status:

• • Action: For each client, ensure accurate status in the system (e.g., attempted to contact, successful contact, or unresponsive).
  • Goal: Keep all records up to date to reflect current engagement status.
  • Result: A more reliable, up-to-date overview of all interactions.

Weekly Tasks:

1. Clean Up Old Accounts (Over 5 Years Inactive):

• • Action: Review accounts that haven’t flown or engaged for more than five years.
  • Goal: Move these accounts to a marketing list (API) to keep active sales figures accurate.
  • Result: Free up dashboard space for more relevant leads, while still allowing marketing follow-up.

2. Review Inquiries Marked as "Lost":

• • Action: Double-check lost inquiries to ensure there are no missed opportunities for a final follow-up or re-engagement.
  • Goal: Reactivate any that might still have potential, but otherwise close out definitively.
  • Result: Minimize “dormant” leads while ensuring no viable opportunities are overlooked.

3. Engage with Recently Active Clients:

• • Action: Identify any clients who logged in or interacted with the system in the last week and engage with them.
  • Goal: Re-engage clients who have shown interest but haven’t yet moved to the booking stage.
  • Result: Enhance client interaction and improve conversion rates.

Monthly Tasks:

1. Reassess Inactive Inquiries/Accounts:

• • Action: Conduct a review of all inquiries and accounts that have been unresponsive for over six months.
  • Goal: Either attempt one last outreach or reassign them to a separate marketing segment.
  • Result: Keep the sales pipeline lean, focusing on engaged and high-potential clients.

2. Analyse Dashboard Metrics and KPIs:

• • Action: Review key performance metrics such as the number of closed deals, inquiry-to-conversion ratios, and client engagement rates.
  • Goal: Use this data to adjust strategies for engaging clients and managing inquiries.
  • Result: Identify patterns or trends that can be used to optimize the sales process and client interactions.

3. Strategise for Long-Term Clients:

• • Action: Review client history, especially those who have flown in the past, to prepare tailored re-engagement strategies.
  • Goal: Build stronger relationships with proven customers, offering personalised service and promotions.
  • Result: Foster repeat business and client loyalty.

Summary of Key Processes:

• Daily Focus: Clean up unresponsive inquiries, follow up on quotes, and monitor recent client activity.
• Weekly Focus: Move old accounts to marketing, ensure all lost inquiries are finalised, and re-engage clients showing recent activity.
• Monthly Focus: Review inactive accounts, analyse sales metrics, and strategise for high-value client re-engagement.

By following this structure, you’ll maintain an organised and efficient dashboard, with clear priorities for both short-term and long-term client engagement.

Here’s a table that summarises how to identify each Salesforce dashboard donut, including what each one represents, key actions to take, and suggested follow-up strategies:

This table will help you identify and understand each donut on your Salesforce dashboard, with clear actions and follow-up strategies based on the data presented. It’s designed to keep your dashboard organized and your client interactions efficient.