Free template for sales reps
A time-blocked day with the calls first, and a weekly prospecting schedule that gives each day its own list. Copy it, print it or download it for Word. Free, no sign-up.
If the calls aren't in the calendar, email and admin take the morning. This routine blocks two hours of calls before anything else and puts follow-ups and meetings after them, with 15 minutes at the end to set up tomorrow. The weekly schedule under it decides who you call on each day, so the list is ready when the block starts.
Work hours: ______ Calls I plan to make a day: __
| Time | Block | Done when |
|---|---|---|
| 8:30 | Plan (15 min) | Today's callbacks and meetings are on one list |
| 8:45 | Calls (2 hours) | __ calls made, with email closed |
| 10:45 | Follow-ups (45 min) | Everyone I promised something yesterday has it |
| 11:30 | Meetings and prep | Each meeting has one question I'll ask |
| 1:00 | Lunch | Away from the desk |
| 2:00 | Meetings or a second call block | __ calls made or meetings held |
| 4:00 | Proposals and quotes | Every proposal promised this week is out |
| 4:45 | Log the day (15 min) | Today's calls, meetings and outcomes are counted |
| 5:00 | Set up tomorrow (15 min) | Tomorrow's call list and callbacks are ready |
| Day | Who I call | Where the list comes from | Calls |
|---|---|---|---|
| Mon | Callbacks and deals in the pipeline | Last week's next steps | |
| Tue | New prospects | [your list or source] | |
| Wed | Customers, for referrals | Customers who bought in the last year | |
| Thu | People who went quiet | Deals with no reply in 30 days | |
| Fri | Past customers | Customers due a check-in |
The call block goes in the calendar like a meeting. Move it only for a customer.
No email or chat during the call block.
If the day runs over, cut admin, not calls.
Calls made: __ of __
Days the call block happened: __ of 5
One block to move next week: ____________
A busy day squeezes out the call block first, so it gets rules.
With fifteen minutes at 5 pm, the morning starts with a list instead of a search.
The week adds up: 35 + 50 + 30 + 45 + 40 = 200 calls, 40 a day.
The blocks move around, and the calls still come first.
Use the morning block to book visits, and plan the afternoon's route by postcode.
One hour of calls at the same time every day beats a whole afternoon once a week.
Put a 30-minute block at 10 and another at 3 to answer every new enquiry.
Halve the call block for two weeks and sit in on a colleague's calls in the other half.
Put your team's 1:1s where the reps' call blocks aren't.
The template is free. ActivityTracker, the app we make, is paid, and it lets you set up your daily calls, follow-ups and referral asks in one line, then nudges you on WhatsApp, where you tick them off in the chat and can later see the day one slipped.
The template is free to use, and the app is paid and nudges you on WhatsApp when the calls are due.