“Schedule is everything; I have designated times built into my calendar multiple times per day to dial & meet with clients. I follow the play book recommended by Michael Muench, and have that time committed to myself and my clients to stay on top of their request to protect their family. I never have to guess what I should be working on; this allows me to be fully present for my clients and my family.
A consistent flow of leads (aka, families to help!) is imperative to your success here. Client’s availability and needs are dynamic so having a steady stream of families to help will keep your week full so that you prioritize those that are engaged. If there is downtime, your calendar is already blocked to work the smartlists in Switchboard to prioritize the next set of clients."
- April McCrimmon