Here's how you can avoid time-wasting activities as an account manager.

As an Account Manager, avoiding time-wasting activities is key. Focus on prioritizing tasks based on importance and urgency. Set clear goals and deadlines to stay on track. Delegate tasks when possible and use automation for routine activities. Minimize distractions like unnecessary meetings and excessive emails. Regularly review processes for efficiency. Being organized and disciplined allows more time for strategic activities that enhance client satisfaction and drive business growth. I hope this helps!

From Experience, Account managers are frequently confronted with a variety of tasks on a daily basis, ranging from crucial to insignificant. In order to avoid wasting time on less significant activities, it is important to prioritize tasks according to their urgency and importance. One effective method is to utilize a system such as the Eisenhower Box to categorize tasks into four groups: do first, schedule, delegate, and don't do. This strategy enables you to focus on what is truly important and helps you avoid investing valuable time in tasks that can be postponed or assigned to others.

To properly prioritize tasks one must begin with their goals and what they are responsible for delivering. In sales, that means quota. A litmus test is "Does this activity contribute to my ability to achieve my goals and deliver my quota?" If "yes, " determine how much time, attention, and effort is required. If "no," only dedicate time when you can without detracting from priority activities. By separating "need to do" from "nice to do" one can more efficiently and effectively dedicate time and effort to the right activities. The most effective and proactive approach is to create a strategic sales plan to achieve your goals. By doing so you identify strategies and tactics that guide your daily activities.

Do First: Prioritize urgent and important tasks that require immediate attention. Schedule: Block out time in your calendar for important but not urgent tasks to ensure they are completed. Delegate: If a task is urgent but not important, consider delegating it to someone else to free up your time for more important matters. Don't Do: Eliminate or automate tasks that are neither urgent nor important to avoid wasting valuable time.

As a Customer Success Manager, I can attest to the importance of prioritizing tasks effectively. Using the Eisenhower Box, you can categorize tasks to ensure you're focusing on what truly matters. This method is particularly useful in healthcare technology, where timely and strategic actions can significantly impact client engagement and retention. By delegating non-essential tasks, you free up time to enhance customer experience and drive upsell strategies, ultimately contributing to sales growth and client satisfaction.

From Experience, In order to avoid wasting time, it is important to carefully consider the necessity of meetings before agreeing to them. Opt for emails or phone calls if the same objective can be accomplished through them. When meetings are necessary, make sure to establish a clear agenda, keep them brief, and adhere to the allotted time. By doing so, meetings can be kept productive and prevent them from interfering with more important tasks.

Now your company's High priorities IDENTIFY YOUR ROLE AND RESPONSIBILITIES ENSURE THEY ARE HIGH PRIORITY! MANAGE YOUR INTERRUPTIONS, BLOCK OFF FOCUS TIME; ORGANIZE YOUR EMAIL/ DIGITAL TIME! SET TEAM MEETING TIMES! KNOW YOUR KPI s, your daily weekly quarterly goals! Know Income Producing Activities, distinguish from busy work! It's a team effort, you are not the LONE RANGER! TRAIN AND LEVERAGE all your resources! Build a team of high performance players and manage up! - GIB

Can this be an email or a call? Is a meeting really necessary? Often, sharing information or providing quick updates can be done effectively through asynchronous methods. Is there a clear agenda? If the purpose of the meeting is not defined, kindly ask for one. This ensures that everyone comes prepared and focused.

I've experienced firsthand how limiting unnecessary meetings and having a clear agenda can significantly boost productivity. Sometimes, a well-structured email or a quick call is all you need.

Purpose-Driven Meetings: Attend meetings that directly contribute to project progress or decision-making. Decline those without clear objectives. Shorter Stand-Ups: Opt for shorter stand-up meetings (15 minutes) to discuss daily progress and roadblocks.

Utilize technology to streamline repetitive tasks. There are numerous tools accessible to assist with scheduling, client correspondence, project organization, and beyond. By automating mundane tasks, you create space to concentrate on the more intricate and beneficial components of account management. Selecting the appropriate tools that seamlessly integrate with your current systems and genuinely improve your workflow is crucial, rather than introducing unnecessary complexity.

Scheduling: Save time by using scheduling apps to organize meetings. Communication: Use project management tools to keep clients updated and ensure everyone is aligned. Project Management: Utilize software to coordinate tasks, monitor progress, and collaborate effectively.

Project Management Software: Leverage tools like Jira, Trello, or Asana to track tasks, assign responsibilities, and monitor progress. Collaboration Platforms: Use Slack, Teams, or similar tools for real-time communication and document sharing. Automation Tools: Automate repetitive tasks using scripts or tools like Zapier.

Scheduled Email Checks: Set specific times (e.g., morning and afternoon) to check emails. Avoid constant interruptions. Filters and Folders: Organize your inbox using filters and folders. Prioritize urgent client emails.

Schedule Email Time: Set specific times during the day to check and respond to emails instead of constantly checking your inbox. Use Filters and Labels: Organize your email with filters and labels to quickly identify important messages. Avoid Multitasking Focus on One Task: Concentrate on one task at a time to improve efficiency and quality of work. Time Blocking: Use time blocking techniques to allocate specific time slots for different activities.

Task Assessment: Identify tasks suitable for delegation. Delegate routine tasks or those aligned with team members’ expertise. Clear Instructions: Provide clear instructions, expectations, and deadlines when delegating. Trust your team’s abilities.

A key part of a strategic sales plan is using KPIs (key performance indicators) that confirm whether or not your strategies and tactics are producing the desired results year-to-date. Routinely monitoring your KPIs enables you to proceed with confidence as you execute your plan - or, to know when change is needed. For my coaching clients, I recommend they schedule an hour each week to review their goals, plans, and results. Also, seek feedback and guidance from trusted sources. Another viewpoint can help you gain awareness and visibility so that you can always perform at your best.

Weekly Review: Set aside time weekly to review your work patterns. Identify bottlenecks, inefficiencies, and areas for improvement. Adapt and Adjust: Based on reflections, adjust your approach, refine processes, and optimize time management strategies.