The Daily Success Tracker
Date: _______________
Morning Intentions: - Primary focus: ______________ - Secondary task: _____________ - One person to help: _________
Time Blocks: - 9-11am: ____________________ - 11am-1pm: __________________ - 2-4pm: _____________________ - 4-6pm: _____________________
Accomplishments: - [ ] _________________________ - [ ] _________________________ - [ ] _________________________
Learning: - New skill practiced: ________ - Insight gained: _____________ - Resource discovered: ________
Connections: - People reached out to: ______ - Responses received: _________ - Value provided: _____________
Content Created: - [ ] _________________________ - [ ] _________________________
Revenue Activity: - Prospects contacted: ________ - Calls booked: ______________ - Proposals sent: ____________ - Revenue generated: $_________
Reflection: - What worked: _______________ - What didn't: _______________ - Tomorrow's priority: ________
The Weekly Progress Dashboard
Week of: _______________
Key Metrics: - Hours invested in learning: _____ - New connections made: __________ - Content pieces created: ________ - Discovery calls held: __________ - Revenue generated: $____________ - Skills practiced: _____________
Wins: 1. ___________________________ 2. ___________________________ 3. ___________________________
Challenges: 1. ___________________________ 2. ___________________________ 3. ___________________________
Lessons Learned: 1. ___________________________ 2. ___________________________ 3. ___________________________
Next Week's Priorities: 1. ___________________________ 2. ___________________________ 3. ___________________________
Accountability Check: - On track for 30-day goals? [ ] - Need to adjust strategy? [ ] - Support needed? [ ]
The Income Stream Tracker
Month: _______________
Stream 1: ________________ - Revenue: $__________________ - Hours invested: ____________ - $/hour: ____________________ - Growth vs last month: ______%
Stream 2: ________________ - Revenue: $__________________ - Hours invested: ____________ - $/hour: ____________________ - Growth vs last month: ______%
Stream 3: ________________ - Revenue: $__________________ - Hours invested: ____________ - $/hour: ____________________ - Growth vs last month: ______%
Total Revenue: $___________ Total Hours: _____________ Average $/hour: $__________
Pipeline: - Warm leads: ________________ - Proposals out: _____________ - Expected close: $___________
Goals: - Next month target: $_________ - Actions to reach it: ________ - New streams to add: _________