But Badger Map is just one of Steven's productivity tools. Here he explains one of his other favorites.
As a startup founder, Steve Benson knows that his customers hold the keys to his success. That’s why he prioritizes getting their feedback above everything else.
But there tends to be a lot of “everything else” in his day. So how does he set aside the time to be responsive to his clients? His secret turns out to be surprisingly low-tech: an Excel spreadsheet. Steve uses his spreadsheet as a to-do list and CRM in one, distilled down to the elements of his immediate world and his day.
How it Works
As he interacts with people throughout the day – receives emails, holds meetings or leads pitch meetings – Steve adds everyone to a spreadsheet of contacts. He has columns to track
- the person’s name;
- a response deadline; and
- a priority.
Steve assigns a priority number between 0 and 4 to each every person on the list.
- 0 = Dead contact
- 1 = Unqualified Lead
- 2 = Qualified Lead
- 3 = Trial Customer
- 4 = Full Customer
The priorities are what drive Steve’s day. His goal is not to go to bed without hitting all his 3 and 4 priorities. Ranking his priorities ensures that the non-important things never overshadow the important items, even if the non-important items are more urgent.
It also ensures that he knows what needs to be done, and what can wait.
The strategy can be used for managing any process - from a sales region and pipeline to your taxes. The beauty of it, as Steve sees it, is that everything is consolidated into a single space, with easily changeable value points. While it may not be infinitely scalable, it does help to bring one’s own world of work and priorities into sharp focus.