SLS-01
Daily Activity Log
One sheet, one shift — proof that the three CRM laws from Module 12 actually happened today, not just that the shift felt busy.
Fill this in real time, not from memory at the end of the shift. If it's not on this sheet and not in the CRM, per Module 12 it didn't happen.
Today's touches
| Time | Customer | Touch type (up / call / text / follow-up) | In CRM? (Y/N) | Next action + date | Notes (what/matters/next) |
|---|---|---|---|---|---|
End-of-shift check
| Measure | Actual | Standard | On / Off |
|---|---|---|---|
| Every lead touched today logged in CRM | 100% same day | ||
| New leads responded to inside 15 minutes | 15 min 100% inside 1 hour | ||
| Every open deal has a next action and date | 100% same day |
A blank in the 'In CRM?' column at end of shift is not a paperwork gap — it's a lead the CRM doesn't know exists yet. Close every one before you clock out.
This sheet is scratch paper for your own discipline check — the CRM is still the system of record. If the two disagree, the CRM is wrong and this sheet just proved it.