Date:
Name:
Company:
Email Address:
Phone Number:
Name of Coach:
1. Did you create your rolling 25 prospecting list (as you call these individuals, they will come off your list and you will continue to add more so that you always have 25)
2. Are you focusing on prospects with a triage score of 6 or greater? We want to call on agents that have business to send.
3. Did you have a minimum of 10-15 conversations today? If not, why? How many became favorables?
4. What is your current favorable pipeline at?
5. Did you engage your favorables today? (Every 7-10 days)
6. What did you use for an item of engagement? Did you call? Text?
7. Have you entered all the information into your CRM and set your tasks?
8. Did you call on all your NDCs and PDCs and complete your VDIs?
9. Did you communicate all preferences with your inside staff?
10. Did you complete any EVI’s from previously closed orders? How many? How many became favorables?
11. Did you send gluing emails to all the agents who became favorables? How many gluing emails did you send today?
12. Did you send Good News Updates to all the agents that are in file with you? How many GNUS did you complete?
13. What challenges did you face today? What wins did you have?