Prepare Your Data Like a Chef
Here’s a Tip & a Trick
Given his love for crazy food shows like Diners, Drive-Ins, and Dives, it comes as a surprise that Executive Scheduling Associates CEO Mitch Santala said that, given the choice to be any TV character, he would be world-renowned celebrity chef, Bobby Flay. Mitch’s admiration for Flay reflects his appreciation for mastery, precision, and the art of crafting something exceptional—qualities he values not only in the kitchen but also in his professional life.
“He’s making top-ranking cuisine with top ingredients.”
Well, you can’t argue with that. But what’s it got to do with scheduling services for financial wholesalers? While Mitch is not a chef (nor does he play one on TV), he does know a thing or two about putting together a top-ranking, five-star calendar. First, he says, just like preparing a world-class meal, your calendar ingredients have to be fresh. In scheduling speak, that means you need to make sure your data is up to date. Is your producers list recent? When was the last time you updated your rankings or segmented your contacts? Delicious dishes come from fresh ingredients. Quality appointments come from updated data.
Mitch also says, “It’s not just about having fresh data. It needs to be clean.”
Fresh ingredients are key, but nothing kills a meal faster than dirty elements. The same goes for data. Old, inaccurate data kills your scheduler’s momentum. Her efficiency hinges on making every call count. Bad phone numbers or retired clients take her focus away from booking quality meetings.
So the next time you send your scheduler a data update, take a moment to make sure all your ingredients are accounted for, and that they are fresh and clean. It’s a recipe for success!
