Searcher daily schedule and KPIs
August 18, 2019
by a searcher from Columbia University - Columbia Business School in White Plains, NY, USA
Hi, is anyone willing to share a document that they have regarding best practices for organizing your day, weeks, and months? How do you measure success on an incremental basis (rather than buy a business or don't buy a business) and what KPIs do you use?
Thanks!
from Harvard University in Omaha, NE, USA
Daily:
- 25 new/cold calls every morning + emails (actual phone calls by the way; I never did an email campaign)
- 15 follow up calls + emails after cold calls were done (I always follow a phone call + email pattern--even today)
- Teasers in late afternoon
- Analysis in the evening
Weekly:
- 5 CIMS or CIM-level information per week. That means five businesses per week worth my time and effort to explore.
- Travel to owners as needed (I would not cold call on these days, but I would at least try to keep my follow up calls on schedule)
Monthly:
- Association of Corporate Growth events and conferences
- Chamber of Commerce events
- At least 10 networking activities
Doesn't seem like a lot of activity, right? But it was just me and I was busy. Persistent, consistent, and disciplined. My search only took 6 months, so I never learned if there was a better way to run my schedule. I have adopted a different approach for follow-on acquisitions.
from University of Pennsylvania in Dallas, TX, USA