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Weekly Accountability Report
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* Indicates required question
Prior Week You're Submitting For
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MM
/
DD
/
YYYY
Select Your Name
Choose
Audrey LG
Ben M
Cam M
Erin C
Jena S
Joe T
Josh L
John M
Jaxen P
Kara K
Kyle O
Nik S
Rad DLC
Riley M
Romano S
Sabrina G
Sean R
Steve D
Takeema J
Tom R
Liam T
Dallas B
Hunter J
Cris S
Andrew M
Nicole
Email
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Your answer
Number of outbound calls made (Dials)
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Your answer
Number of people you successfully spoke with (Reach)
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Your answer
Number of initial meetings scheduled (Set)
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Your answer
Number of meetings you had scheduled for the previous week (Made)
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Your answer
Number of scheduled meetings that actually took place (Kept)
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Your answer
Number of initial meetings conducted with new potential clients (New Seens)
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Your answer
Number of client Fact-Finder meetings completed (Facts and Feelings)
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Your answer
Number of cases opened (client agreed to a follow-up meeting) (Cases Opened)
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Your answer
Number of times you asked a client to move forward on a recommendation (regardless of response) (Closes)
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Your answer
Number of referrals obtained (Referrals)
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Your answer
Number of meetings scheduled for current week (Ahead)
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Your answer
Number of lives submitted (your portion if joint work) (Lives)
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Your answer
Total premium submitted (your portion if joint work) (Premium)
*
Your answer
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