TLR Month Planning & Tracking Spreadsheet.xlsx

	A	B	C	E	F	G	H	I	J	L	M
1
2		Brett	Q1 Planning
3
4	North Star		ANNUAL	QTR		MONTHLY
5		Avg Fee	$20,000
6		Desired Target	$600,000	$150,000		$50,000
7		# of placements	30	7.5		3
8
9
10				Q1	Q2	Q3	Q4		Total
11		Key Clients	client 1	3	1	1	1		6	Clients to Build	company 1
12			client 2	3	2	2	2		9		company 2
13			client 3	2	1	1	1		5		company 3
14			client 4	1	1	0	0		2		company 4
15			client 5	0	1	0	1		2
16			client 6	1	1	1	1		4
17									0
18									0
19			Totals	10	7	5	6		28
20
21		JANUARY	Month Planning
22
23	Month Strategy	Strategy
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31		Weekly Imperatives	2x Projects
32			Know what 2x roles I'm working next week
33			1x full canvass
34
35
36		Week 1:
37		Week 2:
38		Week 3:
39		Week 4:
40		Week 5:
41
42		Specs Chasing						Notes / Achievements
43		1						*	Plcement 1 - x
44		2						*	Placement 2 - y
45		3						*	Placement 3 - z
46		4						*	Hit $50k month target (on $60,442)
47		5						*
48		6						*
49		7
50		8						New Business Secured
51		9						*
52		10						*
53								*
54								*
55								*
56								*
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