Activity management

Activity management

  • Description

    Managing daily tasks and long-term follow ups is critical to your business growth. ClientLook can help deliver amazing productivity gains through improved activity management.

    Learn how to ensure that nothing falls through the cracks by mastering simple calendar strategies. Understand how to delegate tasks and relate activities to multiple contacts, deals, properties and comps. Discover how to stay connected in the field using our mobile app.

    If you want to put your business on auto-pilot and exceed any previous productivity thresholds, then this service is ideal for you.

    Process involved

    Delivery of this session involves:

    • We conduct an interview to understand your goals for this session
    • We choose a date and time for your session
    • We email web conferencing information to your attendee list
    • Your session is delivered by a ClientLook expert
    • A recording is provided for future review


    This session can usually be delivered in 1-2 weeks.


    This will help you:

    • Do more with less effort
    • Increase our prospecting capability
    • Ensure opportunities don’t fall through the cracks
  • Intended user

    Any ClientLook subscriber, team or company


    No prerequisites required


    This 60-minute live web session is $225. Attendees unlimited. Recording provided.

    Request info

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