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New Payment Made
5 Mins ago
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Lead Converted to Customer
10 Mins ago
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1 Hr ago
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Pongal Offer ₹ 1,500 Discount
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Uzhavar Thirunal 10% Offers
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18-Jan-2025
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Good Morning,
Anu
! đź‘‹,
"Small steps, big impact—tackle your tasks with focus!"
Regular Work
05
50 New Leads
Need to add new 50 leads
01-Sep-2025
Daily
20 New Conversions
Convert 20 leads daily
01-Sep-2025
Daily
10 New Follow-Ups
Do 10 Followup for new Leads totally
01-Sep-2025
Daily
5 Appointments
Meet 5 potential appointments
05-Sep-2025
Monthly
Prepare Sales Report
Complete Monthly sales report and submit
03-Sep-2025
Monthly
Assigned Work
02
Call Prospects
Make at least 20 calls to potential leads
31-Aug-2025
Daily
Task Extended 2 days ago
Update CRM
Update client interactions in CRM
01-Sep-2025
Daily
Absolutely! Let’s Get Started with Today’s Tasks!
Good Evening,
Anu
! 🙏,
"Mission accomplished! Take pride in what you’ve achieved."
Regular Work
05
50 New Leads
Need to add new 50 leads
01-Sep-2025
Daily
20 New Conversions
convert 20 leads daily
01-Sep-2025
Daily
10 New Follow-Ups
Do 10 Followup for new Leads totally
01-Sep-2025
Daily
5 Appointments
Meet 5 potential appointments
05-Sep-2025
Monthly
Prepare Sales Report
Complete Monthly sales report and submit
03-Sep-2025
Monthly
Assigned Work
02
Call Prospects
Make at least 20 calls to potential leads
31-Aug-2025
Daily
Task Extended 2 days ago
Update CRM
Update client interactions in CRM
01-Sep-2025
Daily
Wrapped Up! Happy with Today’s Achievements 🎉
Ready to begin? Start your work now and give your best.
Lets' Go !
My Role Task
Task Management
Sales Executive
Daily Task
Conduct team huddles with trainers, counselors, and administrative staff
Percentage of team members attending daily huddles (Goal: 100% attendance)
Assign tasks and review performance to achieve daily targets
Percentage of daily targets achieved (Goal: 95%+ completion)
Monitor and manage student inquiries through multiple channels
Response time to inquiries (Goal: < 2 hours)
Personally handle high-priority prospects and parent consultations
Conversion rate of high-priority prospects (Goal: 35%+)
Review fee collection status and manage payment follow-ups
Daily fee collection amount vs. target (Goal: 95%+ of daily target)
Weekly Task
Conduct week planning, target setting, and team goal alignment
Percentage of weekly targets achieved (Goal: 90%+)
Perform team productivity assessments
Weekly team productivity index (Goal: 85%+ team average)
Analyze lead conversion and follow-up activities
Weekly lead conversion rate (Goal: 25%+)
Evaluate academic quality and program delivery
Class observation scores (Goal: 4.5/5.0)
Generate financial reconciliation reports
Percentage of accounts reconciled (Goal: 100%)
Monthly Task
Execute month launch, target communication, and strategic planning
Percentage of staff aligned with monthly targets (Goal: 100%)
Conduct staff performance reviews and feedback sessions
Percentage of staff receiving structured feedback (Goal: 100%)
Perform financial audits and budget planning
Budget adherence (Goal: Within 5% variance)
Facilitate partnership development meetings
Number of new partnership opportunities identified (Goal: 2+ per month)
Participate in strategic planning sessions with senior management
Implementation rate of approved strategic initiatives (Goal: 90%+)
Monthly Schedule Task
Month launch and target communication meeting
Percentage of staff present in meeting (Goal: 100%)
1st of Month
Strategic planning for the month
Completion of strategic plan document (Goal: Approved by 5th)
1st - 5th of Month
Previous month KPI report submission to senior management
On-time submission (Goal: 100%)
5th of Month
Financial audits and budget planning
Audit completion rate (Goal: 100% of scheduled audits)
10th of Month
Mid-month performance review
Percentage of KPIs on track (Goal: 75%+)
15th of Month
,