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Q3 Ivy Lee Method Example

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INTRO
AUTHOR

Q3 Ivy Lee Method Example

The six most important things I must accomplish tomorrow

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WEEKLY GOALS

JB
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Build out motivational speech talk - audience, key message, for what type of purpose. 
JB
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Put intercom across our company website as a test 
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MONDAY

JB
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Finalize the revenue meeting data needs - views, rhythm, questions 
JB
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Finalize the weekly update template, send to all team members 
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Convert research data to useable format, clean up text notes, add summary, send to the team 
JB
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Confirm new client meeting with Mike for monday at 2pm 
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Strong, well prepared session with Joe. Do a metrics check, use new metrics template for exercise 
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TUESDAY

JB
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Close the aviation opportunity for Q3, get signature 
JB
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Land ACME was a client - scale GTM through strategy, execution, operational excellence 
JB
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Book 1:1 meetings with all team members for Monday and Friday 
JB
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Close out BETA - positive, crisp, focused wrap up session 
JB
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Reach out to top 10 customers about upcoming event 
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Connect with Sara in AM to touch on schedule, metric modules 
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WEDNESDAY

JB
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Ping ACME to see if Friday works for on-site meeting kickoff 
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Lock on terms - come to agreements and get contract signed with Delta 
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Prep for Wednesday revenue review meeting - script out the flow, objective, and what’s required from the team 
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Get out the rep weekly template - just one consolidated template. 
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Build out agenda for marketing meeting. Keep it simple, no more than three topics 
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Build the Watson Q3 strategic plan 
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THURSDAY

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FRIDAY

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WEEKEND

JB
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Provide an update to our top 10 customers 
JB
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Full engage with Delta team - own the meeting, book strategy sessions, own the revenue review meeting 
JB
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Land ACME as a new client, book a strong kickoff 
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Identify three additional prospects in London for new product launch 
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Officially sign with Delta, confirm kickoff 
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Book meetings with 3 CEO's to discuss product feedback on new analytics modules 
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New

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