Vacation was a success! You’ve spent
time with your family and friends. You went to a special resort. You played a
round or two of golf. You hit the slopes for a little spring skiing. Or, you
had a quiet staycation, and got caught up on some chores around the house. No
matter how or where you spent time away from the office, it is now time to get
back to work. Your team had your back and everything was covered, so now what?
Planning to leave for vacation, ensuring
that you had a back-up plan and person in place, is a major part for a sales
person being able to leave the office and enjoy some needed time off. However,
there are a few additional steps that need to take place, both before you leave
and immediately upon your return.
First, let’s review the pre-vacation
planning process. As mentioned in last week’s post, you let your clients and
prospects know in advance that you’d be gone, and you had someone from your
team covering for you. That is great. And, if all went as planned, most issues
have been dealt with and resolved before you even returned. So what do you need
to plan for upon your return?
In advance of leaving the office for vacation,
you should have your entire first week back in the office planned and
scheduled, including client and internal meetings. Being efficient with time
management before you leave will mean you can avoid a scattershot approach to
time management upon your return. Planning ahead with your clients and
prospects shows them you are interested, consider business with them to be of
the upmost importance, and it’s always good to lock in commitments from them
ahead of time. Planning your internal meeting time too allows you to show your
team and/or managers that you want to hit the ground running immediately upon
On the first day back, I’ve always sent
an email to the clients and prospects I notified prior to leaving, and I let them
know I am back and available. I want to confirm all of my meetings. It is good
to get in early and review, mostly before others arrive, so you are prepared to
get right back into the thick of it.
As a note of caution, I have watched
sales people over the years skip the pre-vacation planning steps, and they
become quickly overwhelmed upon their return. I’ve never witnessed anyone skip
the pre-vacation planning steps and have an easy time getting back to work.
Inevitably these sales folks feel overwhelmed. You’ll hear them say, “If I knew
I’d have to deal with all of this, I wouldn’t have even bothered going on
vacation”. I say, “You have no one to blame but yourself”.
A little planning and preparation goes a
long way, especially when it comes time to be away from the office. Don’t fool
yourself into believing everything will be OK, instead convince yourself everything
will be OK because you planned accordingly, and ahead of time.