ABCDEFGHI
1
 Sales Daily Planner
2
3
TimeActivity / TaskLead / Client NameDeal StagePriority (★)Task Status (☐/✔)Notes / ObjectionsFollow-up Needed? (✔/✘)Outcome / Next Step
4
6:00 AMMorning prep / CRM review——Check today's pipeline✘Set top 3 targets
5
7:00 AMReview yesterday’s calls——Note hot leads for follow-up✘
6
8:00 AMDiscovery callAcme CorpQualification★★★☐Budget concern raised✔Send solution deck
7
9:00 AMFollow-up emailAcme CorpQualification★★☐Include case studies✔Waiting for reply
8
10:00 AMDemo meetingBrightTech Ltd.Proposal Sent★★★☐Interest in annual plan✔Schedule pricing call
9
11:00 AMInternal sales sync——★☐Update forecast✘
10
12:00 PMBreak / Lunch——Eat away from screen✘
11
1:00 PMProspecting – LinkedIn outreach—New Leads★★☐Target CFOs in SaaS companies✔Add to CRM pipeline
12
2:00 PMCold calls blockCold LeadsInitial Contact★★☐20 calls in 1 hour✔4 callbacks scheduled
13
3:00 PMEmail follow-upsWarm LeadsConsideration★★☐Highlight recent success story✔Check open/click rate
14
4:00 PMProposal draftingVisionEdge Inc.Negotiation★★★☐Custom terms required✔Send by 5 PM
15
5:00 PMWrap-up & next day planning——Review conversions✘2 new opportunities added
16
6:00 PMCRM cleanup / Log calls——☐Log notes for all interactions✘Pipeline updated