1 of 34

Quality Activity

Proper Planning Generates Quality Activity

2 of 34

What can you CONTROL?

3 of 34

Quality Activity Training Goals

What am I supposed to know?

  1. Know Scripts
  2. 10 BoT & Forecast
  3. PACs
  4. Routes
  5. Execute the Plan

4 of 34

Discussion: Why know your scripts?

5 of 34

Know Your Scripts: Purpose

  • foundation
    • provides fall-back
    • proven success
  • allows for easy self-duplication
  • basis for long-term account success

6 of 34

Know Your Scripts: Practice

  • morning call w/ classmate or SA

7 of 34

Know Your Scripts: Practice

  • morning call w/ classmate or SA
  • Quizlet Practice

8 of 34

Know Your Scripts: Practice

  • morning call w/ classmate or SA
  • Quizlet Practice
  • record self & listen while driving

9 of 34

Know Your Scripts: Practice

  • morning call w/ classmate or SA
  • Quizlet Practice
  • record self & listen while driving
  • write repeatedly

10 of 34

Know Your Scripts: Apply

  • use the script

11 of 34

Know Your Scripts: Apply

  • use the script
  • when struggling, return to the script

12 of 34

Know Your Scripts: Apply

  • use the script
  • when struggling, return to the script
  • when in doubt, say the script

13 of 34

Know Your Scripts: Apply

  • use the script
  • when struggling, return to the script
  • when in doubt, say the script

SCRIPT! SCRIPT! SCRIPT!

14 of 34

Discussion: Why make a 10 BoT?

15 of 34

10 BoT & Forecast: Purpose

  • go to scheduled activity
  • know who to follow-up with
  • know when to schedule future activity

16 of 34

10 BoT & Forecast: Plan

17 of 34

10 BoT & Forecast: Plan

18 of 34

10 BoT & Forecast: Plan

19 of 34

Discussion: Why do PACs?

20 of 34

PACs: Purpose

  • confirm important information
  • know something before going in
  • (get an appointment with the DM???)

21 of 34

PACs: Personalize the Script

“Good morning! This is [your name] with The Briggs Agencies. How are you doing?”

[Listen & respond.]

“Are you still at [address]?”

22 of 34

PACs: Personalize the Script

“Awesome! Is [DM name] still in charge?”

“Do you still have [#] employees?”

(“Who do I have the pleasure of speaking with today?”)

23 of 34

PACs: Goal & Process

  • minimum:�10-15 QUALIFIED/hr
  • dial → confirm info → dial
  • NO pause until BREAK!!!

24 of 34

Discussion: Why do we make routes?

25 of 34

Routes: Purpose

  • route around enrollments
  • keep appointments
  • follow-up as promised
  • save gas money

26 of 34

Routes: Research

  • conversation starters (non-creepy)
    • awards won
    • online reviews
    • fundraisers/charity
  • business specialty

27 of 34

Routes: Inspection

  • matches 10BoT
  • allows appropriate time for activities
  • maximize daily opportunity

28 of 34

Discussion: Why do we run the route?

29 of 34

Execute the Plan: Purpose

  • “If You Fail to Plan, You Are Planning to Fail”—Benjamin Franklin
  • don’t waste your time doing all the prep if you aren’t going to follow the plan

30 of 34

Execute the Plan: Do the Plan

  • load the route on your phone before leaving your starting point
    • check EPIC is working
    • start where route starts
  • follow the route

31 of 34

Execute the Plan: Adjust the Plan

  • enrollment or appointment cancels
    • backup route
    • opportunity stops
    • referral follow ups
  • go until 4 conversion points per day

32 of 34

Quality Activity Training Goals

What should I now know?

  1. Know Scripts
  2. 10 BoT & Forecast
  3. PACs
  4. Routes
  5. Execute the Plan

33 of 34

Go to Quizlet.live

34 of 34

Quality Activity

Get Scenarios (you be the person on your card), Partner Up, & PRACTICE Scripts