Client Ranking Sheet.CoachMarylee
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COPY and RENAME THIS SPREADSHEET TO YOUR GOOGLE DOCUMENTS IN ORDER TO CUSTOMIZE FOR YOUR BUSINESS
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maryleepangman.comMeasurable QualitiesUnmeasurable Qualities
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CLIENT RANKING
First Year's Sales
Lifetime SalesYears w/ Co
Referral Source
Referrals w/ a Sale
Referral Sales Value
Timely PaymentsLikeabilityAmeniable
Comm & Accessible
TOTAL PointsRank
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Change the DOLLAR VALUES in RED based on your actual salesRank 1-5Rank 1-5Rank 1-5Rank 0-3Rank 0-3Rank 1-5Rank 1-3Rank 1-3Rank 1-3Rank 1-3Max 38A-D
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1. $500-$1000
1. $5000 - $9,999
1. 0-1 Year0. 00. 01. $500-$10001 - Have to follow up & chase money1 to 3 scale with 3 most likableGive 1 Point for each item checked:Give 1 Point for each item checked:A. 30-38
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2. $1001 - $2199
2. $10,000 - $14,999
2. 2-3 Years1. 1-21. 1-2
2. $1001 - $2199
2 - Usually pays but send a reminder billReady & willing to take actionCommunicates well?B. 25-29
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3. $2200 - $4000
3. $15,000 - $24,999
3. 4-6 Years2. 3-52. 3-5
3. $2200 - $4000
3 - Client always pays on timeOpen to adviceClear Comm Path?C. 16-24
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4. $4001 - $7500
4. $25,000 - $34,999
4. 7-9 Years3. 6+3. 6+
4. $4001 - $7500
Willing to listenReturns calls?D. 1 - 15
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5. $7501+5. $35,000+
5. 10+ Years
5. $7501+FORMULAS BELOW
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