Organization for the Account Rep - The Schedule

Here we go! After this post, it will be the last of our series! In case you need a recap, here is where we are at:

The Recap
The Beginning
The Set Up
The Goodies
The Tools

We have the car loaded with everything she needs, we have the stores mapped out, now all we have to do is get the schedule set up! We also need to take into consideration that she has other job responsibilities other than just running around to the accounts. She has a ton of office work that also needs to be accomplished so we need to factor that into account. I am also NOT a fan of rush hour traffic so in the perfect world that I have created we are going to pretend rush hour does NOT exist.

As far as the basic schedule goes, I want our ravishing rep to never set foot or tire onto a freeway during rush hour traffic. I also want her to be home well before rush hour traffic starts back up again. We will also need to design time blocks to do computer work and other duties outside of the actual "repping".

So here was our initial schedule:

Monday - 8am until noon she was going to work on her in-office work; pricing, marketing, launching new products, follow ups, etc.

Monday - 1pm to 3pm she was going to hit up all of the "professional" accounts on the east side of town. Which means NO freeways. Woo hoo!

Monday - 3pm to 5pm was getting things ready for the "grungy" accounts for Tuesday - Thursday and finish any projects that came in during the afternoon.

Tuesday - 8am until 9:30am she will answer emails and do any follow up from in-office projects.

Tuesday - 9:30am - 2pm The 1st and 3rd Tuesday of the month she will go to Sector 1 grunge stores.

Tuesday - 2pm until 5pm Projects again

Essentially Tuesday, Wednesday and Thursday's are the same only different "grunge" store sectors.

Friday - 8am - 9am is at the factory stocking up on supplies and marketing materials for the coming week.

Friday - 9am until 1pm is on the West Side doing all of her west side "professional" accounts.

Friday - 2pm until 5pm finishing up any office work.

We ended up making a few adjustments every now and again to the schedule before we got it finalized, but once we had it just where we wanted it we emailed a detailed copy of her schedule to the Director of Business Development, General Manager, and Install Supervisor so they would all know where she was and where she was going to be. This gave everyone a clear idea of her work load and when they could honestly expect to have projects completed or started.

In order to keep her schedule organized and maintained, we actually set her up with the same Levenger Agenda system that I keep. It worked with her style of thinking, we could incorporate the Levenger note system into it and it gave her the flexibility she needed.

Tomorrow we review what made this system a total SUCCESS! Did I mention she NOW has a red "S" on her chest?

Until then,

Happy Organizing!