Next Steps Calendar
March 2024
Overdue
5 stepsES
Enterprise Systems
John Smith • $85,000
Follow up on proposal
Check status of technical review with IT team
Mar 25
6 days overdue
RB
Regional Bank
Mike Davis • $78,000
Contract review meeting
Scheduled meeting with legal team was missed
Mar 28
3 days overdue
TC
TechCorp Solutions
Sarah Johnson • $73,000
Pricing negotiation call
Address budget concerns raised by CFO
Mar 29
2 days overdue
Today - March 31
8 stepsCM
City Medical Center
Lisa Chen • $52,000
Final proposal presentation
Present to board of directors at 2:00 PM
2:00 PM
Today
DL
Downtown Legal
Tom Wilson • $31,000
Discovery call follow-up
Send detailed needs assessment questionnaire
EOD
Today
MM
Metro Manufacturing
Lisa Chen • $65,000
Site visit scheduling
Coordinate with facilities manager for equipment assessment
4:00 PM
Today
Tomorrow - April 1
6 stepsLF
Local Firm LLC
John Smith • $28,000
Initial proposal delivery
Email proposal to decision maker with ROI analysis
10:00 AM
Tomorrow
SS
Southwest Services
Mike Davis • $42,000
Budget approval meeting
Present business case to finance committee
3:00 PM
Tomorrow
This Week
12 stepsNI
Northern Industries
Sarah Johnson • $38,000
Quarterly business review
Review current services and identify expansion opportunities
Apr 3
In 3 days
1
2
Meeting
Quick Actions
Overdue Alerts
!
Enterprise Systems
6 days overdue - proposal follow-up
!
Regional Bank
3 days overdue - contract meeting
!
TechCorp Solutions
2 days overdue - pricing call
Completion Analytics
78%
On-time completion rate
2.3
Avg Days Late
85%
Completion Rate
32
Steps This Week
+12%
vs Last Week