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Pledge sheet template: what you'll do this week, and what each day needs
Put in the calls and meetings you'll commit to. You'll get a one-page sheet with what each day needs and a box to tick.
This week's pledge
Weekly pledge: [name]
Week of ______ 5 days
This week
| Activity | Pledge | A day | Mon | Tue | Wed | Thu | Fri | Done |
|---|---|---|---|---|---|---|---|---|
| Calls | ||||||||
| Meetings booked | ||||||||
| Meetings held |
What it's for
____________
At the end of the week
Pledges kept: __ of 3
What got in the way: ____________
Next week's pledge: ____________
Signed
[name]: ____________ Checked by: ____________
Your name, your week, your numbers
It takes a minute. The sheet changes as you type.
- 01Put in your name, the week and the days you'll work.
- 02Add each activity and the number you'll commit to.
- 03Print it or copy it, and sign it with your manager.
What each day needs
These numbers are made up. The sheet divides your number by your days.
40 calls over 5 days is 8 a day.
4 meetings booked over 5 days is 0.8 a day, so about 1 most days.
3 meetings held over 5 days is 0.6 a day.
Work 6 days and 40 calls is 6.7 a day.
What's on the sheet
One page, with a box for each day you work.
- Each activity, your pledge, what each day needs and a box per day
- What the pledge is for, in your own words
- How many pledges you kept, what got in the way and next week's pledge
- Your name and who checked it
How to use it
A pledge works when someone else sees it.
- 01Agree the numbers with your manager
- 02Keep the sheet where you make your calls
- 03Tick the boxes as you go
- 04Go through it at the end of the week
What Palby Sales Tracker adds
Palby Sales Tracker, which we make, starts from a yearly pledge and shows the week's number on the board.
- A pledge turns a year's goal into what a month and a week need
- Each person's target on the board is marked hit, miss or on leave
- Leave and Singapore public holidays come off the target
- Managers see every pledge, and a rep sees their own
Questions
A one-page commitment to a number of calls, meetings or closes in a set time, signed by the rep and seen by their manager.
The activities, the number for each, what each day needs, what it's for, and a place to record what was kept. This sheet has all of them.
Activity. A rep controls their calls and meetings, and a closed deal depends on someone else. Our glossary's pledge entry has more.
Three is plenty. You can add up to six, but a sheet with six numbers is harder to keep.
Yes. Copy link keeps the activities and the numbers, so everyone can start from the same sheet.
Yes, the tool is free. There's no account, and it runs in your browser, so what you type stays on this page. Copy link keeps it in the link.
See the pledge on the board
See a sample team's pledges in a 30-minute walkthrough.
30 minutes. You choose the day and the time.