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Daily Number Report
Please report your numbers and activity daily. Yes, daily. This will insure that all reports are accurate and the numbers match each day.
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Email
*
Your email
If this is an appointment, is this the first appointment?
Yes first appointment
No not a first appointment but another type of appointment
Not an appointment at all but worthy of noting!
Name of the Recruit
Your answer
Recruit's phone number
Your answer
Recruit's email
Your answer
Production type
Choose
R2
R1
Unlicensed In school
Unlicensed not in school
Stage
Licensed
Unlicensed
Clear selection
Who is the assignee?
Mike
Other
Clear selection
What is the lead source?
Choose
Agent referral
Event
Facebook lead
Heatseeker
Indeed
KScore Lead
Locations website
Phone call
Pond
RE School
Returning Agent
Wright Brothers or Red Careers
Current brokerage?
Your answer
Name of referring agent
Your answer
What was the date you met with the recruit?
Your answer
What type of conversation was held?
Choose
Appt held
Career Night
Email
Event attendance
Phone call
Text
Option 7
Appointment Notes
Your answer
Follow Up (Task or Smart Plan) Be detailed.
Your answer
Was this a recruiting appointment or a lead followup with no value proposition covered?
Recruiting Appointment - We discussed the KW value proposition
General Conversation - we discussed how to get in school or something else
Clear selection
Ranking 1-10
Your answer
Heatseeker
Yes
No
Submit
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