Why Keep a Sales Journal and What to Record

Lots of people write in journals, and not just because they like those fancy notebooks with the tiny locks on them. Journals are a powerful tool and if you’re in sales, they can help transform your process and your career.

Why Keep a Sales Journal?

Sales is a challenging industry. A journal can help you:

  • Stay organized
  • Stay on target with goals
  • Work out challenges so you can find solutions
  • Record your journey so you can see progress being made
  • Create a powerful resource to help you review what works and what doesn’t
  • Gain perspective on your methods
  • Record any brilliant ideas that can help you improve your game

A Sales Journal Example

What does a sales journal look like? You can set it up exactly the way you want. Start a sales return journal to know which leads to call back or create a more personal online journal to help manage your ideas. Some examples of what to keep in your journal include:

  • Successes: A sales journal can be a smart way to track your “wins,” which can improve your confidence and inspire you to continue excellent performance.
  • Goals: A journal helps you stay organized, and one way to do that is with goals. Create intentions for the year, quarter, month and week. Create to-dos for each day. How many calls will you make? How many “yes” answers are you intending to get? Keeping these lists in your journal helps you see exactly what you need to work on next.
  • Calls made: How many calls did you make today? How many said “yes”? What were the calls like? Keeping track can help you gamify your progress. You can decide, for example, that you want to gain one more “yes” each day compared to your total the day before. Keeping track keeps you moving forward.
  • Insights and ideas: Did you have a brainstorm of a better way to describe a product or service? Did a lead or prospect say something that gave you inspiration?
  • Habit tracker: What habits do you need to implement to be at your best? Whether it’s making more calls, getting more training or exercising during lunch, tracking your progress makes you actionable so you can see the results.
  • What you learned: Everything you learn can help you if you put it into action. Record training notes, inspirational quotes and things you learn every day, then review these notes and take action on your learning.
  • Challenges: Working out challenges on paper helps you get ahead. If you keep hearing the same objection on calls from prospects, brainstorm ways you can overcome the issue. You can learn a lot from missed opportunities.
  • Questions: What questions come up for you during your day? What questions are prospects asking you? If you hear the same question more than once, come up with answers so you can reply with confidence.

Get Truly Unlimited Calling

One of the entries you may have in your sales journal is about call center solutions and software. If you’re looking for solutions to serve you, contact EVS7 to discuss innovative phone dialer software, business telephone lines, click-to-call software and other options.

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