You can have the best tools and smartest outreach strategy in the world, but if reps are lacking structure and can’t find their most important stuff in a few clicks, the day slips into email-scrolling and random “busy work.”
Below is the simple set-up I roll out when we launch colour-coded focus blocks for sales teams:
🟩 Green = Schedule meeting (outbound outreach to set meetings with new prospects)🟨 Yellow = Close sale (scheduled sales meetings, meeting & deal follow-ups)🟥 Red = Quotes, admin, research, list-building
📞 = Contact based views
💰 = Deal based viewsAEs run one Green block (1 h) per day, SDRs run two.
During Green there is exactly one job: reach out. No list-building, no catching up on Slack.
The views below make disciplined and focused outreach easy(er).
1. 🟩 📞 New / Attempting (today)
Prospects you're trying to book a meeting with but haven't yet connected with
Filters
- Contact owner = me
- Lead status = New OR Reaching Out
- Recent conversion date = today OR Next activity date = today
Why it matters
- Reps open the CRM at the start of their workday, click this view, start dialling. Zero thinking required.
2. 🟨 📞 Next step this week
Prospects you've connected...
