3 Powerful Calendar Management Tactics For Hitting Your Sales Targets

Sales calendar by block logic
One thing I noticed in sales was that it was so easy to end the week exhausted, feeling that I did so much work only
to fall short of hitting my targets for meetings scheduled or completed, or prospecting calls made.

As the week progressed, it was filled with more emails than anticipated, overlong meetings with prospects, ad hoc chats with teammates … and bam! – I was off track, not hitting weekly action goals.

I hated that feeling. I felt, “I need a miracle now.” The sheer fear of not making quota (read: not getting commission) and unplanned hit-or-miss actions produced a week that I felt was uncharacteristic of me – and certainly unproductive.

Funny thing is: I wasn’t a rookie anymore. I knew that rhythm and pace were more important than individual purchases. But it was still tough to keep my own thing going, the world just swallowed me and I felt like a victim.

Eventually, I learned from a seasoned salesman that you should have no “free” space in your weekly calendar as you plan it. Even if a meeting with a prospect is yet to be proposed, the times when this could happen should be booked in your calendar. The same with every other important key action (calls to prospects, writing up proposals, answering emails).

With more experience, I found this rather robust method to be the only way to stay on track and get the results I sought. Let me share three important things I learned about this concept I call block logic:

1. Block all key activities into your calendar before you propose any appointments

Let’s say you have a goal of 10 demo meetings a week (two per day), and 100 prospecting calls a week (20 per day).

The first thing you achieve with block logic is that everything feels doable, and your commitments constitute a more realistic plan. It happens as you break goals down to the day and hour level.

Second, it’s important to realize it’s a commitment for you and only you to keep. So, you need discipline to keep the rhythm as you execute, and it all starts with a decision to follow your plan. But just seeing your week packed with key actions gives enough sense of urgency as you plan, or go through your day.

Third, it takes some time to know your preferences, and whether it works well enough for prospects and customers. When should you plan which actions? Should you plan to call prospects in bulk in your morning hours, or afternoon? Should you answer emails first thing, or later? Should you meet prospects and customers one after another, or have one meeting in the morning, and another in the afternoon?

It makes sense to play around, and see what works best. I learned that I wanted half an hour but not more in the morning for emails (to see most urgent responses), and I left the remaining emails for late afternoon. I noticed that I was at my best with prospecting calls from 4 to 6 p.m. I tried other times, but this one always worked out best. Whenever I placed calls like these, I was much better at doing 20 in row, rather than 10 in the morning, and 10 in the afternoon. I saw that having back-to-back meetings was better for me, first from a travel perspective, and I just liked how something good from the first meeting carried over to the second.

The beauty with the block method was that everything important got placed into my calendar BEFORE other important things from the outside world wanted to land there. I was able to look at these entrants with a much better sense of urgency and balance.

2. Execution and planning happen hand in hand

Another crucial point is realizing that execution of the weekly plan – and planning your moves next week should happen at the same time. If you want to hit your activity targets, you have planning goals and execution goals. For example, you need to execute your 10 demo meetings and 100 prospecting calls during the current week, and schedule the same number of meetings and prepare the call lists for next week.

It’s not enough to hit an execution goal – you need to hit the planning goal, too, and keep your future calendar in front of you all the time. Prepare the call lists, make prospecting calls, schedule demo meetings – they all feed each other, and are required to get closer to the results you’re after. Failing to hit the planning goal kills your chances of hitting the execution goal next week. So, as far as meetings go, following the earlier example – it’s a good day when you’ve held two meetings, and scheduled two meetings for next week.

Here’s an example to illustrate why you need to set and keep planning goals along with execution goals. I used to consult a law firm on their sales. When we started off, every partner had a goal of booking five meetings for next week – it was incredibly successful, and they started seeing growth from the get-go.

After two months, however, the company made a small change in how they defined the goal. Instead of counting the meetings they booked for next week – they started counting the number of meetings they had held each week. This led to a sudden drop in actual meetings, as the planning goal was removed and replaced with an execution goal – which of course can’t be realized if you don’t plan ahead.

Great planning but poor execution don’t work, either. Compare the following two sentences and the mindsets behind them:

“It’s already 10 minutes to 6 p.m., and I got to 18 calls today. Tried my best.”
vs.
“It’s 10 minutes to 6 p.m. – even though it’s late, how can I get two more calls today so that I hit my 20 calls?”

If you’ve missed your target, you need to correct it. It’s there for a reason, and the reason is your overall success, you hitting your quota and earning commission. If you have a correcting mindset, you will start finding ways of hitting your numbers even if you missed a goal one day. The solution is pretty simple – you need to be stubborn, adjust, and work hard to achieve your activity goal no matter what.

A final aspect about setting planning goals and achieving them? Success breeds success, and it simply feels really good to tell a prospect “the only time I can meet is next Thursday at 4.” It’s a sign that you’ve filled your calendar well.

3. Track and reward yourself by key actions that make the biggest difference to your business

If you’re in a situation where your sales cycle requires you to hold multiple meetings before the close, you risk falling into the trap of counting the wrong meetings as your success indicators. For instance, if you have an average of three meetings per deal before the close, you need to have all of them, of course, but count only the first ones.

The best way to overcome this trap? Make a rule for first activity per deal blocks.

You have a block for first prospecting calls (cold or warm) instead of all calls, and another block for first meetings instead of all meetings. You should still block the time in your calendar for your second and third meetings.

This ensures that you don’t inflate your goals and achievements in a way that fails to reflect the reality. More importantly, it ensures you don’t lose focus from the actions that feed your business.

Money in the bank and the bonus line on your paycheck are your tangible rewards. Being on schedule is the biggest reward you can have until then. And it’s the only thing that will lead you to your sales goal (and that fat paycheck). So, learn to reward yourself based on this, at least mentally and emotionally.

Epilogue: you don’t want prospects or customers to guide your calendar

You know your personal productivity schedule better than anyone else. Only you know the road to good results. It’s a job you can’t delegate. Once someone else starts guiding when and where you need to be productive and sharp, you start losing rhythm and productivity.

For example, your day is scheduled to consist of two hours of cold calling in the morning, an hour of proposal writing, two hours of lunchtime meetings, and another two hours of cold calling in the evenings – and then suddenly a potential customer proposes to meet the first thing in the morning – you’re going to miss half of your calls. This will mean fewer prospects in your pipeline, fewer meetings that follow after and fewer closed deals.

It’s tough to turn a request like this down when you’re desperate and off track, but when you’re in rhythm and on track, you’ll negotiate a better time, doing what needs to be done for the day to get results.

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Timo Rein

CEO and Co-Founder of Pipedrive

  • Miguel Soares

    Hi Timo. First of all thank you for the Pipedrive software. It is indeed a very good help for us. I have to comment this post from you: When you are a small company it is very dificult to have blocks of time so defined to Emails, Prospect, Proposals, etc. One of the things that we are proud is to make the first answer to emails deals requests in less than 1 hour. As you may understand, when you have a short HR sales team, its dificult in that case to have this blocks. So my question is: How do you think with a short sales team that we can fullfill this 1 hour response and have this blocks of time schedule !?

    • Miguel, hi! Thank you, I’m glad to hear Pipedrive has been useful for you!

      I believe you have a good sense for your business as far as what key actions drive it. The example I shared depended a lot on outbound work and less on inbound flow of requests. If I’m getting it right from what you described, it looks as if your business depends a lot on taking time to respond to inbound emails from prospects (please correct me if I misunderstood your perception). In which case I’d just allocate more time to email blocks.

      The second question is – besides answering emails, what are the next most important actions that you need to drive in order for business to do well? I’d take these and place them next to email blocks and run with it, and see how it works.

      I believe the biggest gain I have experienced is a move from reactive mode to proactive. Unless you run a customer support team where response is the key action, sales I have been doing involved at least one or more key actions besides responding to emails, and becoming productive in this mix was where I found block logic most helpful.

      Hope it helps somehow :).

    • AbilityMatrix

      My experience (selling consulting and doing consulting). If you are in a meeting, you cannot give a decent reply (if you happen to have F2F meetings or online meetings). So you might want to automate somewhat. Keeping the human touch and still have some level of automation, even connected to calendars like, “we will get back to you shortly, Jim will be available in about 2 hours, please expect his answer in 2-4 hours. In case of emergency call, etc.”
      As for myself I do something very similar: if I have a one hour long meeting, it’s either at the beginning of the day, or at the end of the day. I have to travel for the meeting/prepare, admin, etc. And for some parts of the job you need to stay focused for an hour or more. By having a meeting at 11 and again at 1, it’s almost impossible to incorporate longer focus streaks into your day. Does this make sense?

  • John Terrone

    Great post Timo, I am sharing with my team. Our organization uses Salesforce but I have used Pipedrive in the past and absolutely love what you’re doing in the CRM/pipeline world. Most CRM’s, Infusionsoft, Insightly, and other small CRM’s really miss the mark when it comes to managing a pipeline. Maybe in the future I’ll get to use Pipedrive again!

  • Rihards Rucevics

    Good one.
    Liked the part about being strict when a prospect wants to schedule a meeting at “the wrong block”.

  • Marcelo Blas

    Is there a calendar/Block section in Pipe Drive? I am using pipedrive now but didn’t know if you where talking about this in general or if it is a pipedrive feature. I try to do this already with my general outlook calendar but would be helpful if it is an included feature that allows you to select the activities & prospects to be included in this block section for focused productivity to eliminate having to use outlook.

  • Leandro Mauricio

    Eu como vendedor já utilizava algumas das técnicas mencionadas por instinto. Agora com essa teoria deixará a minha agenda mais eficaz. Obrigado pelas dicas. Leandro (Brasil).

  • Bram De Vos

    Great blog, Timo, thx for this.

    Just one thing I think is useful to add. In their great book, Scarcity, the authors Mullainathan and Shafir prove one incredibly important point.

    Days are full of surprises – there are always unexpected things that pop up, and they can ruin your schedule. That’s why, in terms of Time Mgt, it’s best to fit in a some time for that kind of unexpected thing. You can see it as a sort of buffer, that will protect your planning. Nothing so frustrating as planning your days and weeks, and seeing your schedule messed up day after day, by those unforeseen necessities.

    Of course, the book, Scarcity, is about much more than just this – it a really good read and an eye opener for all of us who are always rushing, always trying to fit more into our lives than we seem to have space for.

  • Tyler Martin

    Signed up for the emails from Pipedrive after this extremely helpful article. I am implementing this Block Logic into my schedule in 2016. Thank you for the post!