Plan a liaison's week by geography

Drive time is the hidden expense in referral development. A route that zigzags across a county loses visits every day.

Group, then rank

Divide the territory into areas that can each be covered in a day. Within each area, order the accounts by priority.

Protect time for new accounts

Existing relationships fill a calendar if allowed. Reserve a set part of each week for accounts with no relationship yet, and review monthly whether it is paying off.