SellingUpdated 6 min read

Timeboxing: give each sales task a slot, then stop when it ends

Timeboxing means giving one task a fixed slot on your calendar and stopping when the slot ends, finished or not. For a seller, that's 30 minutes for follow-ups, 45 for a proposal and an hour for calls. Here's why open-ended work runs long, how to set your boxes, a timeboxed sales day, and how it differs from time blocking.

What timeboxing is

A timebox is a fixed amount of time for one task, decided before you start. When the time's up, you stop, write down what's left and move on. The clock ends the task, not your mood.

That's the difference from a to-do list. "Send follow-ups" can take all afternoon. "Follow-ups, 10:30 to 11:00, then the proposal" can't.

The idea isn't new. Software teams that use Scrum run on timeboxes, and the Scrum Guide, written by Ken Schwaber and Jeff Sutherland, makes the Daily Scrum a 15-minute event. It also caps Sprint Planning at eight hours for a one-month Sprint. If a team building software can hold a planning meeting to a fixed length, a rep can hold a proposal to 45 minutes.

Why open-ended work runs long

In 1955, C. Northcote Parkinson wrote in The Economist that "work expands so as to fill the time available for its completion." That first line of his essay became Parkinson's law. He pictured an elderly lady who spends an entire day writing and sending one postcard to her niece.

Parkinson was writing about officials making work for each other, but every seller has seen the small version. A proposal with no deadline gets reworded all afternoon. A reply to a client that needs five minutes takes forty, because nothing says it has to end. Admin fills the hour before a demo, whether the admin needs an hour or not.

A timebox runs the law in reverse. With ten minutes for the reply, you'll write a shorter one and send it. A proposal boxed at 45 minutes forces you to decide what matters in it, instead of polishing the parts that don't.

How to timebox a selling day

  1. List tomorrow's work, small jobs included: replies, call notes, the records you owe after each meeting.
  2. Pick the three that matter most. For most reps that's the calls that can move a deal, the follow-ups that are due, and one piece of prep.
  3. Give each one a length before you start, based on what it took last time rather than what you hope. If proposals take you an hour, don't book 20 minutes.
  4. Put the boxes on your calendar with a start, an end and a name, the way you'd book a meeting with a client, so nobody else books over them.
  5. Turn chats and notifications off.
  6. When the time's up, stop. Write one line on what's left and give it a new box today or tomorrow.

Step 6 is the one people skip, and it's the one that makes the rest work. A box you're allowed to overrun is a to-do item with a start time.

When you're nearly done, extend once, by a set amount, and push something else out to pay for it. Do it by habit and the boxes stop meaning anything.

Timeboxing vs time blocking

They're cousins. Time blocking reserves a stretch of the day for a kind of work. Timeboxing gives one task a limit and ends it there. Most people who sell use both: the block says mornings are for calls, and the box says this proposal gets 45 minutes.

Time blockingTimeboxing
What you planA stretch for a kind of workA fixed time for one task
Does the end stop the work?Not alwaysYes
On a sales dayCalls from 9:00 to 10:30Dana's proposal: 45 minutes, then it goes
Best forKeeping meetings off your call hoursStopping tasks from growing

Set up the blocks with the time blocking template or the daily sales routine template, which puts calls first, then give each task inside them a box.

Hard boxes, soft boxes, and how long

A hard box ends no matter what. A soft box is a target, and you can run a few minutes over. Use hard boxes for work that grows by itself: admin, email, the last round of edits on a proposal. Use soft boxes where someone else controls the end, like a client meeting or a call that's going well.

The best-known box length comes from the Pomodoro Technique, which Francesco Cirillo created in the late 1980s as a university student. It works in 25-minute intervals with breaks between them. Twenty-five minutes suits a task you've been avoiding, because it's short enough to start.

Start from these lengths and adjust them after a week of logging how long each task took.

TaskBoxHard or soft
Follow-ups due today30 minutesHard
Call block60 to 90 minutesHard start, soft end
A proposal or quote45 minutesHard
Chats and email15 to 20 minutes, twice a dayHard
Notes after calls15 minutesHard
Prep for a big meeting30 minutesSoft

A call block works differently from the rest. You can't know how long one conversation will run, so box the block, not each call, and leave 15 minutes empty after it. If a good call runs long, the empty slot takes it.

Keep reaching the end with the task half done? The box is too short, so add ten minutes next time. Finishing early every time means you can cut it.

Marcus's timeboxed day

Made-up example: Marcus sells office fit-outs to small firms, and on Wednesday evening he puts Thursday into boxes.

Calls run from 9:00 to 10:15 and follow-ups from 10:30 to 11:00. The Lim and Co proposal gets 11:00 to 11:45, chats get the 15 minutes before lunch, and call notes go at 16:30.

His call block runs to time, and he reaches 11 of the 15 people on his list. The other four go into Friday's block.

The follow-up box ends at 11:00 with two messages unsent. He writes "Rina and Joe left" on a note, moves them into the 11:45 chat slot, and opens the proposal.

At 11:45 the proposal is good but not perfect. Last month a proposal like this ate his whole afternoon. This time he sends it at 11:46 and moves on.

By the end of Thursday the calls, the follow-ups and the proposal are done, and the only work pushed to Friday is four calls that already have a slot.

The box that mattered was the proposal. Nothing in it needed more than 45 minutes. It only needed an end.

Timeboxing a team's meetings

Sales meetings grow like everything else. Hold the daily stand-up to 15 minutes, the length Scrum gives its Daily Scrum. Each rep says yesterday's calls, today's first call and one thing they're stuck on, and anything longer moves to a conversation afterwards. A weekly pipeline review gets 30 minutes and a list of deals in order, so the last five on the list don't get 30 seconds each.

1:1s get a box too: 30 minutes, with the rep's agenda first. Run the weekly meeting from a sales meeting agenda with a time next to each item, and give each 1:1 its own page with the one-on-one meeting template.

When timeboxing goes wrong

ProblemFix
Boxes keep running outLog real times for a week, then set lengths from that
Boxes back to back10 to 15 minutes between big boxes
Meetings run overMake meeting boxes soft and leave 15 minutes after
The plan dies within daysFewer boxes: three priorities, not ten
An urgent client callOne empty box a day, kept spare
Every box gets extendedOne extension, a set length, something else moves out

The common failure is over-planning. If every minute has a box, the first surprise breaks the day and you stop trusting the plan, so leave gaps between the boxes.

Follow-ups suit timeboxing better than most work, because they're easy to put off and easy to let sprawl. Give them a daily box, write each message to one person, and before the box ends, put a date on everyone you didn't reach. The sales follow-up process covers what to say in them.

Timers and calendars

You don't need an app to start. A calendar holds the boxes, and colouring them by type (calls, follow-ups, admin) shows at a glance whether your week matches what you meant to do.

What helps is a timer that holds you to the end. ActivityTracker's focus timer runs 15, 25, 50 or 90 minutes, or a length you set. Start it from a task with Focus on this now, and when the session finishes, the task is ticked off. In the planner, Plan my day fits your dated tasks into the free gaps of the day and splits long tasks into chunks no shorter than the minimum you choose, so a two-hour proposal turns into boxes you can actually start.

A box works best with a clock you can see. ActivityTracker's focus timer runs 15, 25, 50 or 90 minutes, and a session started from a task ticks the task off when it finishes.

See the focus timer

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Questions people ask

Sources

Set the box, then stop.

The clock ends the task, not your mood.